| NAV: 25 May 2022 | ₹16.45 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹22.86Cr |
Returns and rankings
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 19.3% | 17.6% | 13.6% |
| Category average | NA | 75.7% | 16.1% | NA |
| Rank with in category | NA | 4 | 11 | NA |
Holdings (62)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 3.6% |
| Kei Industries Ltd. | Capital Goods | Equity | 3.6% |
| CG Power & Industrial Solutions Ltd. | Capital Goods | Equity | 3.3% |
| KSB Ltd. | Capital Goods | Equity | 3.3% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.1% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 3.1% |
| MM Forgings Ltd. | Metals & Mining | Equity | 2.9% |
| Equitas Holdings Ltd. | Financial | Equity | 2.7% |
| Persistent Systems Ltd. | Technology | Equity | 2.6% |
| Orient Electric Ltd. | Consumer Discretionary | Equity | 2.6% |
Expense ratio, exit load and tax
Expense ratio: 1.30%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Dwijendra SrivastavaMar 2018 - PresentView details
Sudhir KediaJan 2022 - PresentView details
Rohit SeksariaApr 2019 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?
You can easily invest in Sundaram Long Term Tax Advantage Fund Series IV Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Long Term Tax Advantage Fund Series IV Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Long Term Tax Advantage Fund Series IV Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Long Term Tax Advantage Fund Series IV Direct Growth provide?
The Sundaram Long Term Tax Advantage Fund Series IV Direct Growth has been there from 29 Jun 2018 and the average annual returns provided by this fund is 19.33% since its inception.
How much expense ratio is charged by Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?
The term
Expense Ratio used for Sundaram Long Term Tax Advantage Fund Series IV Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is 1.30% as of 26 May 2022...
What is the AUM of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?
The AUM, short for Assets Under Management of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is ₹22.86Cr as of 26 May 2022.
How to Redeem Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?
If you want to sell your Sundaram Long Term Tax Advantage Fund Series IV Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?
What is the NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?
The NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is ₹16.45 as of 25 May 2022.
