| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.35% |
| NAV | ₹8.63 (28 Oct 2020) |
|---|---|
| Fund Started | 05 Jul 2018 |
| Fund Size | ₹25 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 5.5% |
| Thyrocare Technologies Ltd. | Healthcare | Equity | 3.8% |
| Grindwell Norton Ltd. | Metals | Equity | 3.4% |
| Heidelberg Cement India Ltd. | Construction | Equity | 3.2% |
| Timken India Ltd. | Engineering | Equity | 3.1% |
| Vesuvius India Ltd. | Construction | Equity | 3.1% |
| JK Cement Ltd | Construction | Equity | 3.0% |
| India Cements Ltd. | Construction | Equity | 2.8% |
| Hikal Ltd. | Healthcare | Equity | 2.8% |
| Orient Electric Ltd. | Engineering | Equity | 2.3% |
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Jul 2018. S Krishnakumar, Dwijendra Srivastava is the Current Fund Manager of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹25 Cr and the Latest NAV as of 28 Oct 2020 is ₹8.63.
The Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is rated Moderately High risk.
The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.