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Fund Overview of Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth
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₹22.9 CrAUM
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₹36.59NAV
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1.18%Expense Ratio
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EquityFund Category
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.
Returns of Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 21.68% | NA | 2.82% |
| 6 Months | 11.21% | NA | 12.04% |
| 1 Year | 12.51% | 12.51% | -0.22% |
| 2 Years | 13.80% | 6.68% | 19.10% |
| 3 Years | 62.21% | 17.50% | 18.55% |
| 5 Years | 152.61% | 20.36% | 21.70% |
| 7 Years | 275.13% | 20.79% | NA |
Compare Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth with other mutual funds in the same category
Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth
Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth
Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
Asset Allocation
equities
96.47%other assets or cash equivalents
3.53%Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth 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 ₹22.9 crore as on Sun May 31, 2026. The expense ratio stands at 1.18%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth
The portfolio allocation consists of 96.47% in equities, 3.53% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 12.51% in the last year, a total return since inception of 17.67%.
Those exploring investment options commonly review various best sip plans before they create disciplined wealth.
Key Metrics of Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth
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Standard Deviation18.54%
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Sharpe Ratio0.65%
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Alpha3.71%
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Beta1.04%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth |
₹31,023 | ₹107.53 | 10.63% | 8.24% | 12.78% |
| Axis Elss Tax Saver Fund-growth |
₹31,023 | ₹94.59 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Fund-idcw |
₹31,023 | ₹23.16 | 9.81% | 7.41% | 11.80% |
| Axis Elss Tax Saver Direct Plan-idcw |
₹31,023 | ₹49.76 | 10.63% | 8.24% | 12.78% |
| SBI Elss Tax Saver Fund Direct-growth |
₹30,955 | ₹469.42 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-growth |
₹30,955 | ₹431.86 | 17.87% | 16.56% | 14.55% |
| SBI Elss Tax Saver Fund Direct Plan-idcw |
₹30,955 | ₹116.27 | 18.65% | 17.32% | 15.29% |
| SBI Elss Tax Saver Fund Regular-idcw |
₹30,955 | ₹87.55 | 17.87% | 16.56% | 14.55% |
| Mirae Asset Elss Tax Saver Fund Regular-growth |
₹25,374 | ₹49.56 | 14.25% | 12.23% | 16.63% |
| Mirae Asset Elss Tax Saver Fund Direct-growth |
₹25,374 | ₹56.57 | 15.36% | 13.43% | 18.09% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mtar Technologies Ltd | Industrials | 7.29% | ₹1.67 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.79% | ₹1.55 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.26% | ₹0.97 Cr |
| Affle (india) Ltd | Industrials | 4.20% | ₹0.96 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.15% | ₹0.95 Cr |
| Ksb Ltd | Industrials | 3.79% | ₹0.87 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 3.71% | ₹0.85 Cr |
| Kei Industries Ltd | Industrials | 3.54% | ₹0.81 Cr |
| Repo | Unspecified | 3.50% | ₹0.80 Cr |
| Csb Bank Ltd | Financial | 3.44% | ₹0.79 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.28% | ₹0.75 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.18% | ₹0.73 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.11% | ₹0.71 Cr |
| Zomato Ltd | Technology | 3.04% | ₹0.69 Cr |
| Angel One Ltd | Financial | 2.93% | ₹0.67 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.38% | ₹0.54 Cr |
| Sis Ltd | Industrials | 2.32% | ₹0.53 Cr |
| Greenpanel Industries Ltd | Materials | 2.26% | ₹0.52 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.25% | ₹0.51 Cr |
| Jk Cement Ltd | Materials | 2.12% | ₹0.48 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth |
₹37.38 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw |
₹34.35 | 17.74% | 20.62% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth |
₹32.37 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw |
₹30.82 | 17.42% | 20.50% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth |
₹36.59 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw |
₹33.58 | 17.50% | 20.36% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth |
₹31.30 | 17.15% | 20.22% | - |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw |
₹29.75 | 17.15% | 20.22% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-growth |
₹32.14 | 16.60% | 19.86% | - |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct-idcw |
₹30.59 | 16.60% | 19.86% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth
What is the current AUM of Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth?
As of Sun May 31, 2026, Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth manages assets worth ₹22.9 crore
How has Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth performed recently?
- 3 Months: 21.68%
- 6 Months: 11.21%
What is the long-term performance of Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth?
- 3 Years CAGR: 17.50%
- 5 Years CAGR: 20.36%
- Since Inception: 17.67%
What is the portfolio composition of Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth?
Equity: 96.47%, Others: 3.53%.
Who manages Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth?
Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth?
Large Cap: 3.15%, Mid Cap: 7.63%, Small Cap: 89.22%.
Which are the top companies Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth has invested in?
- MTAR Technologies Ltd – 7.29% of the fund's portfolio
- Aster DM Healthcare Ltd – 6.79% of the fund's portfolio
- Ujjivan Small Finance Bank Ltd – 4.26% of the fund's portfolio
- Affle (India) Ltd – 4.20% of the fund's portfolio
- Sundaram-Clayton Ltd – 4.15% of the fund's portfolio
Which are the major sectors Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth focuses on?
- Industrials – 21.15% of the fund's portfolio
- Financial – 13.74% of the fund's portfolio
- Healthcare – 12.33% of the fund's portfolio
- Consumer Discretionary – 10.24% of the fund's portfolio
- Technology – 6.22% of the fund's portfolio
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Past performance may not be indicative of future results.
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^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.
