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சென்செக்ஸ்
77,540.83
▲ +0%
நிஃப்டி
24,252
▲ +0.08%
தங்கம்
₹ 14,710/gm
வெள்ளி
₹ 2,65,000/kg
பெட்ரோல்
₹ 107.76
டீசல்
₹ 99.55
எல்பிஜி
₹ 957.50
கச்சா எண்ணெய்
$ 93.94
USD
₹ 95.63
சென்செக்ஸ்
77,540.83
▲ +0%
நிஃப்டி
24,252
▲ +0.08%
தங்கம்
₹ 14,710/gm
வெள்ளி
₹ 2,65,000/kg
பெட்ரோல்
₹ 107.76
டீசல்
₹ 99.55
எல்பிஜி
₹ 957.50
கச்சா எண்ணெய்
$ 93.94
USD
₹ 95.63
Sundaram Long Term Tax Advantage Fund - Series IV
3 Year Absolute Returns
57.62% ↑
NAV (₹) on 20 Aug 2026
37.51
1 Day NAV Change
0.82%
Risk Level
Very High Risk
Rating
-
Sundaram Long Term Tax Advantage Fund - Series IV is a Equity mutual fund categorized under ELSS, offered by Sundaram Asset Management Company Ltd.. Launched on 27 Mar 2018, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
N/A
Inception Date
27 Mar 2018
Min. Lumpsum Amount
₹ 500
Fund Age
8 Yrs
AUM
₹ 23.22 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
1.22%
Scheme Type
Closed Ended
Exit Load
Nil%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 23.22 Cr
Equity
95.75%
Money Market & Cash
4.33%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 11.97% |
| Hospitals & Medical Services | 7.55% |
| Entertainment & Media | 6.66% |
| IT Consulting & Software | 5.68% |
| Aerospace & Defense | 5.21% |
| Pharmaceuticals | 5.00% |
| Auto Parts & Accessories | 4.43% |
| Treps/Reverse Repo | 4.33% |
| Finance & Investments | 4.17% |
| Pumps | 4.04% |
| Packaging & Containers | 3.79% |
| E-Commerce/E-Retail | 3.61% |
| Finance - Housing | 3.60% |
| Hotels, Resorts & Restaurants | 3.51% |
| Cables - Power/Others | 3.31% |
| Plywood/Laminates | 3.26% |
| Realty | 2.61% |
| Services - Others | 2.40% |
| Cement | 2.19% |
| Steel - General | 2.02% |
| Abrasives And Grinding Wheels | 1.79% |
| Auto - Dealers/Servicing | 1.75% |
| Refractories | 1.41% |
| Steel - Tubes/Pipes | 1.37% |
| Diversified | 1.22% |
| Domestic Appliances | 1.13% |
| Engineering - Heavy | 1.04% |
| Textiles - Processing/Texturising | 1.03% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Aster DM Healthcare Ltd | 7.55% | ₹ 1.75 | Hospitals & Medical Services |
| Ujjivan Small Finance Bank Ltd | 5.52% | ₹ 1.28 | Finance - Banks - Private Sector |
| MTAR Technologies Ltd | 5.21% | ₹ 1.21 | Aerospace & Defense |
| Affle (IndiLtd | 4.49% | ₹ 1.04 | Entertainment & Media |
| TVS Holdings Ltd | 4.43% | ₹ 1.03 | Auto Parts & Accessories |
| TREPS | 4.33% | ₹ 1 | Others |
| KSB LTD | 4.04% | ₹ 0.94 | Pumps |
| Rate Gain Travel Technologies Ltd | 3.85% | ₹ 0.89 | IT Consulting & Software |
| Safari Industries (IndiLtd | 3.79% | ₹ 0.88 | Packaging & Containers |
| Eternal Ltd (Previously Zomato Ltd) | 3.61% | ₹ 0.84 | E-Commerce/E-Retail |
| Procter & Gamble Health Ltd | 3.52% | ₹ 0.82 | Pharmaceuticals |
| KEI Industries Ltd | 3.31% | ₹ 0.77 | Cables - Power/Others |
| Equitas Small Finance Bank Limited | 3.28% | ₹ 0.76 | Finance - Banks - Private Sector |
| CSB Bank Ltd | 3.17% | ₹ 0.74 | Finance - Banks - Private Sector |
| Brigade Enterprises Ltd | 2.61% | ₹ 0.61 | Realty |
| Angel One Ltd | 2.55% | ₹ 0.59 | Finance & Investments |
| SIS Ltd | 2.40% | ₹ 0.56 | Services - Others |
| Sapphire Foods India Ltd | 2.40% | ₹ 0.56 | Hotels, Resorts & Restaurants |
| Green Panel Industries Ltd | 2.32% | ₹ 0.54 | Plywood/Laminates |
| JK Cement Ltd | 2.19% | ₹ 0.51 | Cement |
| PVR INOX Ltd | 2.17% | ₹ 0.50 | Entertainment & Media |
| Shivalik Bimetal Controls Ltd | 2.02% | ₹ 0.47 | Steel - General |
| Landmark Cars Ltd | 1.75% | ₹ 0.41 | Auto - Dealers/Servicing |
| PNB Housing Finance Ltd | 1.72% | ₹ 0.40 | Finance - Housing |
| Cholamandalam Financial Holdings Ltd | 1.62% | ₹ 0.38 | Finance & Investments |
| Grindwell Norton Ltd | 1.54% | ₹ 0.36 | Abrasives And Grinding Wheels |
| Natco Pharma Ltd | 1.48% | ₹ 0.34 | Pharmaceuticals |
| RHI Magnesita India Ltd | 1.41% | ₹ 0.33 | Refractories |
| Venus Pipes & Tubes Ltd | 1.37% | ₹ 0.32 | Steel - Tubes/Pipes |
| EID Parry India Ltd | 1.22% | ₹ 0.28 | Diversified |
| Amber Enterprises India Ltd | 1.13% | ₹ 0.26 | Domestic Appliances |
| Westlife Foodworld Ltd | 1.11% | ₹ 0.26 | Hotels, Resorts & Restaurants |
| Elecon Engineering Company Ltd | 1.04% | ₹ 0.24 | Engineering - Heavy |
| Ganesha Ecosphere Ltd | 1.03% | ₹ 0.24 | Textiles - Processing/Texturising |
| Birlasoft Ltd | 0.99% | ₹ 0.23 | IT Consulting & Software |
| Aavas Financiers Ltd | 0.99% | ₹ 0.23 | Finance - Housing |
| Century Plyboards (IndiLtd | 0.94% | ₹ 0.22 | Plywood/Laminates |
| Can Fin Homes Ltd | 0.89% | ₹ 0.21 | Finance - Housing |
| R Systems International Ltd | 0.84% | ₹ 0.20 | IT Consulting & Software |
| Carborundum Universal Ltd | 0.25% | ₹ 0.06 | Abrasives And Grinding Wheels |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 10.28% | 13.30% | 7.27% | 16.38% |
| Category returns | 0.68% | 3.45% | 3.68% | 46.02% |
Fund Objective
The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income ... Read more
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Equity - ELSS
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth?
The current Net Asset Value (NAV) of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth is ₹37.51 as of 20 Aug 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth?
The Assets Under Management (AUM) of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth is ₹23.22 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth?
Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth has delivered returns of 13.30% (1 Year), 16.38% (3 Year), 19.38% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth?
Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth?
The minimum lumpsum investment required for Sundaram Long Term Tax Advantage Fund - Series IV Regular Growth is ₹500. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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