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Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
+11.51%
3Y annualised
+0.53% 1D
NAV: 09 Oct '26
₹35.62
Min. for SIP
Not Supported
Fund size (AUM)
₹22.64 Cr
Expense ratio
1.04%
Rating
--
Holdings (42)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| MTAR Technologies Ltd | Industrials | Equity | 7.64% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 6.89% |
| Affle (India) Ltd | Industrials | Equity | 4.60% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 4.38% |
| KSB Ltd | Industrials | Equity | 4.35% |
| Zomato Ltd | Technology | Equity | 4.11% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 3.93% |
| RateGain Travel Technologies Ltd | Technology | Equity | 3.84% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 3.73% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 3.23% |
| CSB Bank Ltd | Financial | Equity | 3.21% |
| Procter & Gamble Health Ltd | Healthcare | Equity | 3.19% |
| Kei Industries Ltd | Industrials | Equity | 3.17% |
| Greenpanel Industries Ltd | Materials | Equity | 3.13% |
| Sapphire Foods India Ltd | Consumer Discretionary | Equity | 2.96% |
| Brigade Enterprises Ltd | Real Estate | Equity | 2.79% |
| SIS Ltd | Industrials | Equity | 2.56% |
| Angel One Ltd | Financial | Equity | 2.52% |
| Repo | Unspecified | Repo | 2.34% |
| JK Cement Ltd | Materials | Equity | 2.20% |
| PNB Housing Finance Ltd | Financial | Equity | 1.97% |
| Venus Pipes & Tubes Ltd | Industrials | Equity | 1.90% |
| Landmark Cars Ltd | Consumer Discretionary | Equity | 1.66% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 1.58% |
| Grindwell Norton Ltd | Materials | Equity | 1.56% |
| RHI Magnesita India Ltd | Materials | Equity | 1.50% |
| Natco Pharma Ltd | Healthcare | Equity | 1.44% |
| Westlife Development Ltd | Consumer Discretionary | Equity | 1.39% |
| Elecon Engineering Company Ltd | Industrials | Equity | 1.23% |
| EID-Parry (India) Ltd | Materials | Equity | 1.19% |
| Bandhan Bank Ltd | Financial | Equity | 1.13% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.09% |
| Granules India Ltd | Healthcare | Equity | 1.06% |
| R Systems International Ltd | Technology | Equity | 0.96% |
| Clean Science And Technology Ltd | Materials | Equity | 0.96% |
| Birlasoft Ltd | Technology | Equity | 0.95% |
| Aavas Financiers Ltd | Financial | Equity | 0.95% |
| Ganesha Ecosphere Ltd | Consumer Discretionary | Equity | 0.94% |
| Century Plyboards (India) Ltd | Materials | Equity | 0.87% |
| Can Fin Homes Ltd | Financial | Equity | 0.84% |
| TVS Holdings Ltd. (Non-convertible Preference Share) A** | Consumer Discretionary | Non Convertible Debenture | 0.15% |
| Net Payables | Unspecified | Net Payables | -0.10% |
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 | +4.1% | +11.5% | +15.0% | +16.6% |
| Category average (Equity ELSS) | +2.5% | +12.4% | +12.5% | +16.3% |
| Rank (Equity ELSS) | 3 | 5 | 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
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 ₹83,817 Cr and the Latest NAV as of 09 Oct 2026 is ₹35.62.
The Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is rated Very High risk.
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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₹83,817.48 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,