Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+18.96%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 Sep 2025
₹34.29
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹22.29Cr

Return calculator

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

Holdings (39)

NameSectorInstrumentAssets
HealthcareEquity5.75%
TechnologyEquity5.62%
Consumer DiscretionaryEquity5.42%
ServicesEquity4.41%
Capital GoodsEquity4.06%
AutomobileEquity3.73%
ChemicalsEquity3.69%
HealthcareEquity3.63%
FinancialEquity3.63%
HealthcareEquity3.54%
FinancialEquity3.42%
Capital GoodsEquity3.40%
Consumer StaplesEquity3.38%
ServicesEquity3.18%
ConstructionEquity2.92%
FinancialEquity2.28%
ServicesEquity2.24%
TechnologyEquity2.23%
ServicesEquity2.13%
FinancialEquity2.09%
FinancialEquity1.97%
FinancialEquity1.90%
HealthcareEquity1.84%
ConstructionEquity1.79%
ServicesEquity1.64%
TechnologyEquity1.54%
HealthcareEquity1.45%
TextilesEquity1.42%
FinancialEquity1.28%
Metals & MiningEquity1.28%
TechnologyEquity1.25%
Metals & MiningEquity1.19%
ConstructionEquity0.94%
Consumer StaplesEquity0.92%
Consumer DiscretionaryEquity0.92%
FinancialEquity0.81%
ConstructionEquity0.63%
Metals & MiningEquity0.60%
Metals & MiningEquity0.37%
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 returns-0.1%19.0%31.1%18.6%
Category average-2.0%16.8%26.3%NA
Rank with in category232NA
Understand terms

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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