Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+20.60%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Nov 2025
₹34.78
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹23.11Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (38)

NameSectorInstrumentAssets
HealthcareEquity6.26%
TechnologyEquity5.49%
Consumer DiscretionaryEquity5.21%
AutomobileEquity4.60%
ChemicalsEquity4.32%
FinancialEquity4.01%
FinancialEquity3.99%
HealthcareEquity3.90%
ServicesEquity3.83%
Capital GoodsEquity3.75%
ServicesEquity3.72%
Capital GoodsEquity3.47%
Consumer StaplesEquity3.44%
HealthcareEquity3.30%
TechnologyEquity2.69%
ConstructionEquity2.52%
FinancialEquity2.50%
ServicesEquity2.33%
FinancialEquity2.14%
FinancialEquity2.03%
ServicesEquity1.90%
ConstructionEquity1.74%
HealthcareEquity1.73%
FinancialEquity1.53%
Metals & MiningEquity1.46%
TechnologyEquity1.37%
HealthcareEquity1.33%
ServicesEquity1.31%
Metals & MiningEquity1.24%
TechnologyEquity1.22%
TextilesEquity1.07%
ConstructionEquity1.01%
FinancialEquity0.94%
Consumer DiscretionaryEquity0.92%
Consumer StaplesEquity0.90%
ConstructionEquity0.68%
Metals & MiningEquity0.57%
Metals & MiningEquity0.34%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.7%20.6%31.1%18.4%
Category average7.4%18.0%24.7%NA
Rank with in category322NA
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Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 1.18%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Rohit Seksaria
Apr 2019 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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