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Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
+17.63%
3Y annualised
-0.53% 1D
NAV: 20 Mar '26
₹30.65
Min. for SIP
Not Supported
Fund size
₹21.52 Cr
Expense ratio
1.26%
Holdings (41)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 6.49% |
| TVS Holdings Ltd. | Automobile | Equity | 4.91% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.82% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 4.71% |
| Affle 3I Ltd. | Technology | Equity | 4.20% |
| CSB Bank Ltd. | Financial | Equity | 4.12% |
| KSB Ltd. | Capital Goods | Equity | 3.92% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 3.74% |
| Kei Industries Ltd. | Capital Goods | Equity | 3.63% |
| Eternal Ltd. | Services | Equity | 3.17% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 3.03% |
| Sapphire Foods India Ltd. | Services | Equity | 2.86% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 2.82% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 2.67% |
| JK Cement Ltd. | Construction | Equity | 2.46% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.39% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 2.27% |
| Angel One Ltd. | Financial | Equity | 2.15% |
| PVR Inox Ltd. | Services | Equity | 2.12% |
| SIS Ltd. | Services | Equity | 1.87% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.86% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.72% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.70% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.46% |
| Landmark Cars Ltd. | Services | Equity | 1.45% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.41% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.39% |
| Birlasoft Ltd. | Technology | Equity | 1.37% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.31% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.31% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.31% |
| Westlife Foodworld Ltd. | Services | Equity | 1.17% |
| Aavas Financiers Ltd. | Financial | Equity | 1.01% |
| R Systems International Ltd. | Technology | Equity | 1.00% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 0.99% |
| Can Fin Homes Ltd. | Financial | Equity | 0.98% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.94% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 0.88% |
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.79% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.73% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.56% |
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 | +7.7% | +17.6% | +20.9% | +15.6% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 1 | 2 | 2 | -- |
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) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +0.89% | +21.55% | 32,171.48 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +0.86% | +20.30% | 438.21 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +1.35% | +18.77% | 16,618.14 | |
Quantum ELSS Tax Saver Fund Direct Growth | -2.35% | +15.42% | 217.51 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | -1.73% | +14.92% | 5,720.71 | |
| 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 ₹76,017 Cr and the Latest NAV as of 20 Mar 2026 is ₹30.65.
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₹76,017.50 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,