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Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
+16.48%
3Y annualised
-0.24% 1D
NAV: 20 Jul '26
₹37.63
Min. for SIP
Not Supported
Fund size (AUM)
₹23.09 Cr
Expense ratio
1.02%
Rating
--
Holdings (42)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | Equity | 7.24% |
| MTAR Technologies Ltd | Industrials | Equity | 6.98% |
| Repo | Unspecified | Repo | 4.83% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 4.57% |
| KSB Ltd | Industrials | Equity | 4.55% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 4.15% |
| Affle (India) Ltd | Industrials | Equity | 4.04% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 3.89% |
| RateGain Travel Technologies Ltd | Technology | Equity | 3.79% |
| Kei Industries Ltd | Industrials | Equity | 3.61% |
| Procter & Gamble Health Ltd | Healthcare | Equity | 3.39% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 3.30% |
| CSB Bank Ltd | Financial | Equity | 3.28% |
| Zomato Ltd | Technology | Equity | 3.18% |
| Angel One Ltd | Financial | Equity | 2.85% |
| SIS Ltd | Industrials | Equity | 2.37% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 2.36% |
| Greenpanel Industries Ltd | Materials | Equity | 2.31% |
| Brigade Enterprises Ltd | Real Estate | Equity | 2.27% |
| JK Cement Ltd | Materials | Equity | 2.21% |
| Shivalik Bimetal Controls Ltd | Industrials | Equity | 2.07% |
| PVR Ltd | Consumer Discretionary | Equity | 1.86% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.76% |
| PNB Housing Finance Ltd | Financial | Equity | 1.71% |
| Grindwell Norton Ltd | Materials | Equity | 1.59% |
| Natco Pharma Ltd | Healthcare | Equity | 1.51% |
| Venus Pipes & Tubes Ltd | Industrials | Equity | 1.43% |
| Landmark Cars Ltd | Consumer Discretionary | Equity | 1.43% |
| RHI Magnesita India Ltd | Materials | Equity | 1.34% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.33% |
| EID-Parry (India) Ltd | Materials | Equity | 1.16% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.15% |
| Aavas Financiers Ltd | Financial | Equity | 1.12% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 1.08% |
| Can Fin Homes Ltd | Financial | Equity | 0.94% |
| Birlasoft Ltd | Technology | Equity | 0.94% |
| Century Plyboards (India) Ltd | Materials | Equity | 0.89% |
| Ganesha Ecosphere Ltd | Consumer Discretionary | Equity | 0.79% |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | Equity | 0.78% |
| R Systems International Ltd | Technology | Equity | 0.76% |
| Carborundum Universal Ltd | Materials | Equity | 0.28% |
| Net Payables | Unspecified | Net Payables | -1.07% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +8.8% | +16.5% | +18.9% | +17.9% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 2 | 2 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.09% | +21.92% | 4,861.86 | |
 | +3.24% | +17.66% | 473.58 | |
 | +0.12% | +17.09% | 31,839.34 | |
 | -1.69% | +14.89% | 15,685.17 | |
 | +1.99% | +10.91% | 6,911.29 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaMar 2018 - PresentView details
DS
Dwijendra Srivastava
Mar 2018 - Present
View details
RSRohit SeksariaApr 2019 - PresentView details
RS
Rohit Seksaria
Apr 2019 - Present
View details
About Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
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 26 Feb 1996. 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 ₹76,991 Cr and the Latest NAV as of 20 Jul 2026 is ₹37.63.
The Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is rated Very High risk.
;
Investment Objective
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.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,991.28 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,