- Home
- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
Fund Overview of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
-
₹19.4 CrAUM
-
₹32.33NAV
-
0.98%Expense Ratio
-
EquityFund Category
As on Mon Apr 27, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 0.00
Returns of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.76% | NA | 2.82% |
| 6 Months | 0.57% | NA | 12.04% |
| 1 Year | 16.45% | 16.45% | -0.22% |
| 2 Years | 18.02% | 8.64% | 19.10% |
| 3 Years | 73.22% | 20.10% | 18.55% |
| 5 Years | 185.85% | 23.37% | 21.70% |
| 7 Years | 246.28% | 19.42% | NA |
View More
As on Mon Apr 27, 2026
Asset Allocation
equities
93.78%other assets or cash equivalents
6.22%Large Cap: 3.49%
Mid Cap: 7.88%
Small Cap: 88.63%
Other: 0.00%
Detailed Portfolio Analysis
As on Mon Apr 27, 2026
Invest Now
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 29 Jun 2018, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments along with income tax benefit. It manages assets worth ₹19.4 crore as on Tue Mar 31, 2026. The expense ratio stands at 0.98%. Fund Manager Manager Education Fund Manager Manager Education
About FundAbout Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
The portfolio allocation consists of 93.78% in equities, 6.22% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 16.45% in the last year, a total return since inception of 17.43%.
For those looking to make well-planned investment decisions it is useful to also review best sip plan suited to long-term goals.
Rohit Seksaria
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Dwijendra Srivastava
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Key Metrics of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
-
Standard Deviation16.64%
-
Sharpe Ratio0.63%
-
Alpha3.41%
-
Beta0.97%
Fund Details
|
|
Top Performing Mutual Funds
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
View More
growth is based on 1-month returns of the fundsMutual Fund Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Total Investment
Wealth Gained
Total Wealth
I want to save
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Total Investment
Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth |
₹29,076 | ₹106.05 | 14.39% | 9.75% | 13.00% |
| Axis Elss Tax Saver Fund-growth |
₹29,076 | ₹93.38 | 13.54% | 8.90% | 12.02% |
| Axis Elss Tax Saver Fund-idcw |
₹29,076 | ₹22.86 | 13.54% | 8.90% | 12.02% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹29,076 | ₹49.07 | 14.39% | 9.75% | 13.00% |
| SBI Elss Tax Saver Fund Direct-growth |
₹28,441 | ₹467.82 | 22.14% | 19.34% | 15.50% |
| SBI Elss Tax Saver Fund Regular-growth |
₹28,441 | ₹430.76 | 21.32% | 18.56% | 14.76% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹28,441 | ₹115.87 | 22.14% | 19.34% | 15.50% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹28,441 | ₹87.33 | 21.32% | 18.56% | 14.76% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹22,940 | ₹48.41 | 15.84% | 13.63% | 16.89% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹22,940 | ₹55.18 | 16.98% | 14.85% | 18.37% |
View More
Top funds are based on Fund AUM
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 7.42% | ₹1.67 Cr |
| Repo | Unspecified | 6.73% | ₹1.55 Cr |
| Repo | Unspecified | 6.73% | ₹1.55 Cr |
| Repo | Unspecified | 6.85% | ₹1.54 Cr |
| Repo | Unspecified | 6.85% | ₹1.54 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.26% | ₹1.45 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.26% | ₹1.45 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 7.38% | ₹1.43 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.30% | ₹1.42 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.30% | ₹1.42 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.49% | ₹1.40 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 6.09% | ₹1.37 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 6.09% | ₹1.37 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.94% | ₹1.34 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.90% | ₹1.32 Cr |
| Repo | Unspecified | 5.76% | ₹1.28 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.75% | ₹1.28 Cr |
| Affle (india) Ltd | Industrials | 5.69% | ₹1.28 Cr |
| Affle (india) Ltd | Industrials | 5.49% | ₹1.27 Cr |
| Affle (india) Ltd | Industrials | 5.49% | ₹1.27 Cr |
| Affle (india) Ltd | Industrials | 5.62% | ₹1.25 Cr |
| Repo | Unspecified | 5.74% | ₹1.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.49% | ₹1.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.50% | ₹1.23 Cr |
| Repo | Unspecified | 5.47% | ₹1.22 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.42% | ₹1.21 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.21% | ₹1.20 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.21% | ₹1.20 Cr |
| Repo | Unspecified | 6.18% | ₹1.20 Cr |
| Affle (india) Ltd | Industrials | 5.30% | ₹1.18 Cr |
| Repo | Unspecified | 5.49% | ₹1.18 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.48% | ₹1.18 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 5.44% | ₹1.17 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.33% | ₹1.15 Cr |
| Affle (india) Ltd | Industrials | 4.85% | ₹1.09 Cr |
| Affle (india) Ltd | Industrials | 4.85% | ₹1.09 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.60% | ₹1.06 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.60% | ₹1.06 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.91% | ₹1.06 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.90% | ₹1.05 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.82% | ₹1.04 Cr |
| Csb Bank Ltd | Financial | 4.59% | ₹1.02 Cr |
| Affle (india) Ltd | Industrials | 4.73% | ₹1.02 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.71% | ₹1.01 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.46% | ₹1.00 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.46% | ₹1.00 Cr |
| Navin Fluorine International Ltd | Materials | 4.32% | ₹1.00 Cr |
| Navin Fluorine International Ltd | Materials | 4.32% | ₹1.00 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.41% | ₹0.98 Cr |
| Csb Bank Ltd | Financial | 4.54% | ₹0.98 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 5.05% | ₹0.98 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.32% | ₹0.97 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.32% | ₹0.97 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.33% | ₹0.96 Cr |
| Affle (india) Ltd | Industrials | 4.92% | ₹0.95 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.25% | ₹0.95 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.01% | ₹0.93 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.01% | ₹0.93 Cr |
| Csb Bank Ltd | Financial | 3.99% | ₹0.92 Cr |
| Csb Bank Ltd | Financial | 3.99% | ₹0.92 Cr |
| Csb Bank Ltd | Financial | 4.08% | ₹0.92 Cr |
| Csb Bank Ltd | Financial | 4.08% | ₹0.92 Cr |
| Ksb Ltd | Industrials | 4.06% | ₹0.90 Cr |
| Affle (india) Ltd | Industrials | 4.20% | ₹0.90 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.66% | ₹0.90 Cr |
| Laurus Labs Ltd | Healthcare | 3.90% | ₹0.90 Cr |
| Laurus Labs Ltd | Healthcare | 3.90% | ₹0.90 Cr |
| Ksb Ltd | Industrials | 4.00% | ₹0.90 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.97% | ₹0.89 Cr |
| Csb Bank Ltd | Financial | 4.12% | ₹0.89 Cr |
| Kei Industries Ltd | Industrials | 3.97% | ₹0.89 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.83% | ₹0.89 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.83% | ₹0.89 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.93% | ₹0.88 Cr |
| Ksb Ltd | Industrials | 4.51% | ₹0.87 Cr |
| Ksb Ltd | Industrials | 3.75% | ₹0.87 Cr |
| Ksb Ltd | Industrials | 3.75% | ₹0.87 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.72% | ₹0.86 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.72% | ₹0.86 Cr |
| Ksb Ltd | Industrials | 3.92% | ₹0.84 Cr |
| Ksb Ltd | Industrials | 3.74% | ₹0.84 Cr |
| Ksb Ltd | Industrials | 3.74% | ₹0.84 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.73% | ₹0.83 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.69% | ₹0.83 Cr |
| Csb Bank Ltd | Financial | 3.68% | ₹0.83 Cr |
| Ksb Ltd | Industrials | 3.71% | ₹0.83 Cr |
| Kei Industries Ltd | Industrials | 3.66% | ₹0.82 Cr |
| Kei Industries Ltd | Industrials | 3.66% | ₹0.82 Cr |
| Navin Fluorine International Ltd | Materials | 3.69% | ₹0.82 Cr |
| Navin Fluorine International Ltd | Materials | 3.61% | ₹0.81 Cr |
| Laurus Labs Ltd | Healthcare | 3.63% | ₹0.81 Cr |
| Csb Bank Ltd | Financial | 3.63% | ₹0.81 Cr |
| Kei Industries Ltd | Industrials | 3.59% | ₹0.81 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.17% | ₹0.81 Cr |
| Mtar Technologies Ltd | Industrials | 3.74% | ₹0.81 Cr |
| Kei Industries Ltd | Industrials | 3.47% | ₹0.80 Cr |
| Kei Industries Ltd | Industrials | 3.47% | ₹0.80 Cr |
| Greenpanel Industries Ltd | Materials | 3.44% | ₹0.79 Cr |
| Greenpanel Industries Ltd | Materials | 3.44% | ₹0.79 Cr |
| Laurus Labs Ltd | Healthcare | 3.53% | ₹0.79 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.54% | ₹0.79 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.47% | ₹0.78 Cr |
| Kei Industries Ltd | Industrials | 3.63% | ₹0.78 Cr |
| Ksb Ltd | Industrials | 3.61% | ₹0.78 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.47% | ₹0.77 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.30% | ₹0.76 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.30% | ₹0.76 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.42% | ₹0.76 Cr |
| Csb Bank Ltd | Financial | 3.92% | ₹0.76 Cr |
| Kei Industries Ltd | Industrials | 3.40% | ₹0.76 Cr |
| Greenpanel Industries Ltd | Materials | 3.38% | ₹0.75 Cr |
| Greenpanel Industries Ltd | Materials | 3.35% | ₹0.75 Cr |
| Kei Industries Ltd | Industrials | 3.48% | ₹0.75 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.32% | ₹0.75 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.32% | ₹0.75 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.32% | ₹0.75 Cr |
| Mtar Technologies Ltd | Industrials | 3.79% | ₹0.73 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.30% | ₹0.71 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.15% | ₹0.71 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.15% | ₹0.71 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.18% | ₹0.71 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.17% | ₹0.71 Cr |
| Greenpanel Industries Ltd | Materials | 3.09% | ₹0.70 Cr |
| Greenpanel Industries Ltd | Materials | 3.09% | ₹0.70 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.07% | ₹0.69 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.07% | ₹0.69 Cr |
| Zomato Ltd | Technology | 3.17% | ₹0.68 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.02% | ₹0.67 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.05% | ₹0.66 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.03% | ₹0.65 Cr |
| Jk Cement Ltd | Materials | 2.92% | ₹0.65 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.88% | ₹0.65 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.88% | ₹0.65 Cr |
| Greenpanel Industries Ltd | Materials | 2.87% | ₹0.64 Cr |
| Greenpanel Industries Ltd | Materials | 2.97% | ₹0.64 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.86% | ₹0.64 Cr |
| Zomato Ltd | Technology | 3.28% | ₹0.63 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.79% | ₹0.63 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.69% | ₹0.62 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.69% | ₹0.62 Cr |
| Kei Industries Ltd | Industrials | 3.21% | ₹0.62 Cr |
| Mtar Technologies Ltd | Industrials | 2.88% | ₹0.62 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.74% | ₹0.62 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.74% | ₹0.62 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.86% | ₹0.61 Cr |
| Navin Fluorine International Ltd | Materials | 2.86% | ₹0.61 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.82% | ₹0.61 Cr |
| Navin Fluorine International Ltd | Materials | 2.67% | ₹0.60 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.77% | ₹0.60 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.07% | ₹0.59 Cr |
| Jk Cement Ltd | Materials | 2.62% | ₹0.59 Cr |
| Jk Cement Ltd | Materials | 2.52% | ₹0.58 Cr |
| Jk Cement Ltd | Materials | 2.52% | ₹0.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.57% | ₹0.58 Cr |
| Navin Fluorine International Ltd | Materials | 2.57% | ₹0.58 Cr |
| Navin Fluorine International Ltd | Materials | 2.57% | ₹0.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.50% | ₹0.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.50% | ₹0.58 Cr |
| Greenpanel Industries Ltd | Materials | 2.67% | ₹0.57 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.65% | ₹0.57 Cr |
| Jk Cement Ltd | Materials | 2.39% | ₹0.54 Cr |
| Jk Cement Ltd | Materials | 2.39% | ₹0.54 Cr |
| Pvr Ltd | Consumer Discretionary | 2.33% | ₹0.54 Cr |
| Pvr Ltd | Consumer Discretionary | 2.33% | ₹0.54 Cr |
| Angel One Ltd | Financial | 2.39% | ₹0.54 Cr |
| Angel One Ltd | Financial | 2.39% | ₹0.54 Cr |
| Mtar Technologies Ltd | Industrials | 2.38% | ₹0.54 Cr |
| Mtar Technologies Ltd | Industrials | 2.38% | ₹0.54 Cr |
| Jk Cement Ltd | Materials | 2.46% | ₹0.53 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.70% | ₹0.52 Cr |
| Jk Cement Ltd | Materials | 2.32% | ₹0.52 Cr |
| Jk Cement Ltd | Materials | 2.40% | ₹0.52 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.39% | ₹0.52 Cr |
| Mtar Technologies Ltd | Industrials | 2.29% | ₹0.51 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.28% | ₹0.51 Cr |
| Angel One Ltd | Financial | 2.35% | ₹0.51 Cr |
| Pvr Ltd | Consumer Discretionary | 2.24% | ₹0.50 Cr |
| Laurus Labs Ltd | Healthcare | 2.22% | ₹0.50 Cr |
| Laurus Labs Ltd | Healthcare | 2.22% | ₹0.50 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.23% | ₹0.50 Cr |
| Angel One Ltd | Financial | 2.14% | ₹0.50 Cr |
| Angel One Ltd | Financial | 2.14% | ₹0.50 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.53% | ₹0.49 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.27% | ₹0.49 Cr |
| Pvr Ltd | Consumer Discretionary | 2.13% | ₹0.48 Cr |
| Greenpanel Industries Ltd | Materials | 2.47% | ₹0.48 Cr |
| Pvr Ltd | Consumer Discretionary | 2.12% | ₹0.48 Cr |
| Pvr Ltd | Consumer Discretionary | 2.12% | ₹0.48 Cr |
| Jk Cement Ltd | Materials | 2.46% | ₹0.48 Cr |
| Sis Ltd | Industrials | 2.13% | ₹0.47 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.03% | ₹0.47 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.03% | ₹0.47 Cr |
| Angel One Ltd | Financial | 2.09% | ₹0.47 Cr |
| Creditaccess Grameen Ltd | Financial | 2.09% | ₹0.47 Cr |
| Angel One Ltd | Financial | 2.15% | ₹0.46 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.06% | ₹0.46 Cr |
| Sis Ltd | Industrials | 2.05% | ₹0.46 Cr |
| Pvr Ltd | Consumer Discretionary | 2.12% | ₹0.46 Cr |
| Pvr Ltd | Consumer Discretionary | 2.03% | ₹0.45 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹0.45 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹0.45 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.34% | ₹0.45 Cr |
| Angel One Ltd | Financial | 2.34% | ₹0.45 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.99% | ₹0.44 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.07% | ₹0.44 Cr |
| Sis Ltd | Industrials | 2.06% | ₹0.44 Cr |
| Sis Ltd | Industrials | 1.97% | ₹0.44 Cr |
| Sis Ltd | Industrials | 1.90% | ₹0.44 Cr |
| Sis Ltd | Industrials | 1.90% | ₹0.44 Cr |
| Angel One Ltd | Financial | 1.97% | ₹0.44 Cr |
| Pvr Ltd | Consumer Discretionary | 2.02% | ₹0.43 Cr |
| Sis Ltd | Industrials | 1.93% | ₹0.43 Cr |
| Sis Ltd | Industrials | 1.93% | ₹0.43 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.94% | ₹0.43 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.20% | ₹0.43 Cr |
| Angel One Ltd | Financial | 1.89% | ₹0.42 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.90% | ₹0.42 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.87% | ₹0.42 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.87% | ₹0.42 Cr |
| Pvr Ltd | Consumer Discretionary | 2.12% | ₹0.41 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.84% | ₹0.41 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.81% | ₹0.41 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.89% | ₹0.41 Cr |
| Sis Ltd | Industrials | 1.87% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.40 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.86% | ₹0.40 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.73% | ₹0.40 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.73% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.79% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.39 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.39 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.74% | ₹0.39 Cr |
| Rhi Magnesita India Ltd | Materials | 1.73% | ₹0.39 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.37 Cr |
| Rhi Magnesita India Ltd | Materials | 1.65% | ₹0.37 Cr |
| Natco Pharma Ltd | Healthcare | 1.72% | ₹0.37 Cr |
| Sis Ltd | Industrials | 1.91% | ₹0.37 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.64% | ₹0.37 Cr |
| Rhi Magnesita India Ltd | Materials | 1.70% | ₹0.37 Cr |
| Natco Pharma Ltd | Healthcare | 1.89% | ₹0.37 Cr |
| Pnb Housing Finance Ltd | Financial | 1.62% | ₹0.36 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.35 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.35 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.56% | ₹0.35 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.34 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.34 Cr |
| R Systems International Ltd | Technology | 1.54% | ₹0.34 Cr |
| Natco Pharma Ltd | Healthcare | 1.52% | ₹0.34 Cr |
| Tata Steel Ltd | Materials | 1.46% | ₹0.34 Cr |
| Tata Steel Ltd | Materials | 1.46% | ₹0.34 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.73% | ₹0.33 Cr |
| Tata Steel Ltd | Materials | 1.49% | ₹0.33 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.53% | ₹0.33 Cr |
| Natco Pharma Ltd | Healthcare | 1.46% | ₹0.33 Cr |
| Natco Pharma Ltd | Healthcare | 1.46% | ₹0.33 Cr |
| Birlasoft Ltd | Technology | 1.47% | ₹0.33 Cr |
| Pnb Housing Finance Ltd | Financial | 1.46% | ₹0.33 Cr |
| Natco Pharma Ltd | Healthcare | 1.45% | ₹0.32 Cr |
| Zomato Ltd | Technology | 1.49% | ₹0.32 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹0.32 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹0.32 Cr |
| Birlasoft Ltd | Technology | 1.47% | ₹0.32 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.42% | ₹0.32 Cr |
| Pnb Housing Finance Ltd | Financial | 1.46% | ₹0.31 Cr |
| Natco Pharma Ltd | Healthcare | 1.46% | ₹0.31 Cr |
| Pnb Housing Finance Ltd | Financial | 1.45% | ₹0.31 Cr |
| Tata Steel Ltd | Materials | 1.38% | ₹0.31 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.45% | ₹0.31 Cr |
| Tata Steel Ltd | Materials | 1.38% | ₹0.31 Cr |
| Tata Steel Ltd | Materials | 1.38% | ₹0.31 Cr |
| Natco Pharma Ltd | Healthcare | 1.33% | ₹0.31 Cr |
| Natco Pharma Ltd | Healthcare | 1.33% | ₹0.31 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.41% | ₹0.30 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.31% | ₹0.30 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.31% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.35% | ₹0.30 Cr |
| Neogen Chemicals Ltd | Materials | 1.39% | ₹0.30 Cr |
| Natco Pharma Ltd | Healthcare | 1.33% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.32% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.32% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.32% | ₹0.30 Cr |
| Birlasoft Ltd | Technology | 1.37% | ₹0.30 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.37% | ₹0.29 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.28% | ₹0.29 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.28% | ₹0.29 Cr |
| Birlasoft Ltd | Technology | 1.28% | ₹0.29 Cr |
| Birlasoft Ltd | Technology | 1.28% | ₹0.29 Cr |
| Pnb Housing Finance Ltd | Financial | 1.48% | ₹0.29 Cr |
| Pnb Housing Finance Ltd | Financial | 1.28% | ₹0.29 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.28% | ₹0.29 Cr |
| Grindwell Norton Ltd | Materials | 1.24% | ₹0.29 Cr |
| Grindwell Norton Ltd | Materials | 1.24% | ₹0.29 Cr |
| Tata Steel Ltd | Materials | 1.28% | ₹0.29 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.47% | ₹0.28 Cr |
| Rhi Magnesita India Ltd | Materials | 1.47% | ₹0.28 Cr |
| R Systems International Ltd | Technology | 1.31% | ₹0.28 Cr |
| Birlasoft Ltd | Technology | 1.22% | ₹0.28 Cr |
| Birlasoft Ltd | Technology | 1.22% | ₹0.28 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.31% | ₹0.28 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.31% | ₹0.28 Cr |
| Grindwell Norton Ltd | Materials | 1.31% | ₹0.28 Cr |
| Birlasoft Ltd | Technology | 1.25% | ₹0.28 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.41% | ₹0.27 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.21% | ₹0.27 Cr |
| Grindwell Norton Ltd | Materials | 1.19% | ₹0.27 Cr |
| Birlasoft Ltd | Technology | 1.19% | ₹0.27 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.24% | ₹0.27 Cr |
| Grindwell Norton Ltd | Materials | 1.19% | ₹0.26 Cr |
| Grindwell Norton Ltd | Materials | 1.19% | ₹0.26 Cr |
| Grindwell Norton Ltd | Materials | 1.17% | ₹0.26 Cr |
| Grindwell Norton Ltd | Materials | 1.17% | ₹0.26 Cr |
| Grindwell Norton Ltd | Materials | 1.21% | ₹0.26 Cr |
| Phoenix Mills Ltd | Real Estate | 1.16% | ₹0.26 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.17% | ₹0.25 Cr |
| Birlasoft Ltd | Technology | 1.30% | ₹0.25 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.17% | ₹0.25 Cr |
| Neogen Chemicals Ltd | Materials | 1.16% | ₹0.25 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.07% | ₹0.25 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.07% | ₹0.25 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.27% | ₹0.25 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.26% | ₹0.24 Cr |
| Neogen Chemicals Ltd | Materials | 1.08% | ₹0.24 Cr |
| Phoenix Mills Ltd | Real Estate | 1.07% | ₹0.24 Cr |
| Phoenix Mills Ltd | Real Estate | 1.07% | ₹0.24 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.06% | ₹0.24 Cr |
| Can Fin Homes Ltd | Financial | 1.09% | ₹0.23 Cr |
| Phoenix Mills Ltd | Real Estate | 1.01% | ₹0.23 Cr |
| Phoenix Mills Ltd | Real Estate | 1.01% | ₹0.23 Cr |
| Can Fin Homes Ltd | Financial | 1.05% | ₹0.23 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.19% | ₹0.23 Cr |
| Grindwell Norton Ltd | Materials | 1.18% | ₹0.23 Cr |
| Century Plyboards (india) Ltd | Materials | 1.02% | ₹0.23 Cr |
| Neogen Chemicals Ltd | Materials | 1.17% | ₹0.23 Cr |
| Eid-parry (india) Ltd | Materials | 1.01% | ₹0.23 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.01% | ₹0.23 Cr |
| Eid-parry (india) Ltd | Materials | 1.00% | ₹0.23 Cr |
| Eid-parry (india) Ltd | Materials | 1.00% | ₹0.23 Cr |
| Century Plyboards (india) Ltd | Materials | 0.99% | ₹0.22 Cr |
| Can Fin Homes Ltd | Financial | 0.99% | ₹0.22 Cr |
| Can Fin Homes Ltd | Financial | 0.99% | ₹0.22 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.99% | ₹0.22 Cr |
| Century Plyboards (india) Ltd | Materials | 1.03% | ₹0.22 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 0.99% | ₹0.22 Cr |
| Century Plyboards (india) Ltd | Materials | 0.98% | ₹0.22 Cr |
| Century Plyboards (india) Ltd | Materials | 0.98% | ₹0.22 Cr |
| Aavas Financiers Ltd | Financial | 1.01% | ₹0.22 Cr |
| Can Fin Homes Ltd | Financial | 0.94% | ₹0.22 Cr |
| Can Fin Homes Ltd | Financial | 0.94% | ₹0.22 Cr |
| Phoenix Mills Ltd | Real Estate | 0.96% | ₹0.22 Cr |
| R Systems International Ltd | Technology | 1.00% | ₹0.21 Cr |
| Zomato Ltd | Technology | 0.96% | ₹0.21 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.99% | ₹0.21 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.92% | ₹0.21 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.92% | ₹0.21 Cr |
| Can Fin Homes Ltd | Financial | 0.98% | ₹0.21 Cr |
| Phoenix Mills Ltd | Real Estate | 0.94% | ₹0.21 Cr |
| Century Plyboards (india) Ltd | Materials | 0.90% | ₹0.21 Cr |
| Century Plyboards (india) Ltd | Materials | 0.90% | ₹0.21 Cr |
| Century Plyboards (india) Ltd | Materials | 0.92% | ₹0.20 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.92% | ₹0.20 Cr |
| Eid-parry (india) Ltd | Materials | 0.94% | ₹0.20 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.94% | ₹0.20 Cr |
| Century Plyboards (india) Ltd | Materials | 0.94% | ₹0.20 Cr |
| Can Fin Homes Ltd | Financial | 1.03% | ₹0.20 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.88% | ₹0.20 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.88% | ₹0.20 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.91% | ₹0.20 Cr |
| Century Plyboards (india) Ltd | Materials | 0.99% | ₹0.19 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.86% | ₹0.19 Cr |
| Can Fin Homes Ltd | Financial | 0.85% | ₹0.19 Cr |
| Eid-parry (india) Ltd | Materials | 0.88% | ₹0.19 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.83% | ₹0.19 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.83% | ₹0.19 Cr |
| Aavas Financiers Ltd | Financial | 0.94% | ₹0.18 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.82% | ₹0.18 Cr |
| Can Fin Homes Ltd | Financial | 0.81% | ₹0.18 Cr |
| Cash/net Current Assets | Unspecified | 0.82% | ₹0.18 Cr |
| R Systems International Ltd | Technology | 0.90% | ₹0.17 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.89% | ₹0.17 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.77% | ₹0.17 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.79% | ₹0.17 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.88% | ₹0.17 Cr |
| Eid-parry (india) Ltd | Materials | 0.88% | ₹0.17 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.79% | ₹0.17 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.86% | ₹0.17 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 0.71% | ₹0.16 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 0.71% | ₹0.16 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.68% | ₹0.16 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.68% | ₹0.16 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.73% | ₹0.16 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.63% | ₹0.14 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.65% | ₹0.14 Cr |
| Carborundum Universal Ltd | Materials | 0.61% | ₹0.14 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.61% | ₹0.14 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.60% | ₹0.14 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.60% | ₹0.14 Cr |
| Carborundum Universal Ltd | Materials | 0.60% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.56% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.56% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.56% | ₹0.12 Cr |
| Carborundum Universal Ltd | Materials | 0.54% | ₹0.12 Cr |
| Carborundum Universal Ltd | Materials | 0.59% | ₹0.11 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.09 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.09 Cr |
| Mm Forgings Ltd | Materials | 0.37% | ₹0.08 Cr |
| Mm Forgings Ltd | Materials | 0.36% | ₹0.08 Cr |
| Mm Forgings Ltd | Materials | 0.34% | ₹0.08 Cr |
| Mm Forgings Ltd | Materials | 0.34% | ₹0.08 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.30% | ₹0.07 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.30% | ₹0.07 Cr |
| Cash/net Current Assets | Unspecified | 0.04% | ₹0.01 Cr |
| Cash/net Current Assets | Unspecified | 0.03% | ₹0.01 Cr |
| Cash/net Current Assets | Unspecified | 0.02% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.03% | ₹-0.01 Cr |
| Net Payables | Unspecified | -1.49% | ₹-0.34 Cr |
| Net Payables | Unspecified | -1.49% | ₹-0.34 Cr |
| Net Payables | Unspecified | -1.93% | ₹-0.44 Cr |
| Net Payables | Unspecified | -1.93% | ₹-0.44 Cr |
| Net Payables | Unspecified | -2.02% | ₹-0.45 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹30.72 | 19.98% | 23.46% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹29.25 | 19.98% | 23.46% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹35.19 | 20.10% | 23.37% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹32.33 | 20.10% | 23.37% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹29.71 | 19.70% | 23.18% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹28.25 | 19.70% | 23.18% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-growth |
₹28.81 | 19.10% | 23.12% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi Direct-idcw |
₹27.88 | 19.10% | 23.12% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹34.46 | 19.85% | 23.11% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹31.62 | 19.85% | 23.11% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
What is the current AUM of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw?
As of Tue Mar 31, 2026, Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw manages assets worth ₹19.4 crore
How has Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw performed recently?
- 3 Months: 8.76%
- 6 Months: 0.57%
What is the long-term performance of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw?
- 3 Years CAGR: 20.10%
- 5 Years CAGR: 23.37%
- Since Inception: 17.43%
What is the portfolio composition of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw?
Equity: 93.78%, Others: 6.22%.
Who manages Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw?
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw?
Large Cap: 3.49%, Mid Cap: 7.88%, Small Cap: 88.63%.
Which are the top companies Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw has invested in?
- Repo – 7.42% of the fund's portfolio
- Repo – 6.73% of the fund's portfolio
- Repo – 6.73% of the fund's portfolio
- Repo – 6.85% of the fund's portfolio
- Repo – 6.85% of the fund's portfolio
Which are the major sectors Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw focuses on?
- Financial – 200.70% of the fund's portfolio
- Consumer Discretionary – 194.40% of the fund's portfolio
- Industrials – 173.36% of the fund's portfolio
- Materials – 149.39% of the fund's portfolio
- Healthcare – 148.05% of the fund's portfolio
View more FAQ's
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
