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Sundaram Long Term Tax Advantage Fund Series IV Growth
+20.05%
3Y annualised
-0.64% 1D
NAV: 23 Apr '26
₹34.13
Min. for SIP
Not Supported
Fund size (AUM)
₹19.36 Cr
Expense ratio
1.18%
Rating
--
Holdings (41)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd. | Healthcare | Equity | 7.38% |
| TVS Holdings Ltd. | Automobile | Equity | 5.05% |
| Affle 3I Ltd. | Technology | Equity | 4.92% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.66% |
| KSB Ltd. | Capital Goods | Equity | 4.51% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 4.17% |
| CSB Bank Ltd. | Financial | Equity | 3.92% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 3.79% |
| Eternal Ltd. | Services | Equity | 3.28% |
| Kei Industries Ltd. | Capital Goods | Equity | 3.21% |
| Procter & Gamble Health Ltd. | Healthcare | Equity | 3.07% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 2.70% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 2.53% |
| Greenpanel Industries Ltd. | Consumer Staples | Equity | 2.47% |
| JK Cement Ltd. | Construction | Equity | 2.46% |
| Sapphire Foods India Ltd. | Services | Equity | 2.34% |
| Angel One Ltd. | Financial | Equity | 2.34% |
| RateGain Travel Technologies Ltd. | Technology | Equity | 2.20% |
| PVR Inox Ltd. | Services | Equity | 2.12% |
| SIS Ltd. | Services | Equity | 1.91% |
| Natco Pharma Ltd. | Healthcare | Equity | 1.89% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 1.73% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.48% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.47% |
| RHI Magnesita India Ltd. | Construction | Equity | 1.47% |
| Landmark Cars Ltd. | Services | Equity | 1.41% |
| Birlasoft Ltd. | Technology | Equity | 1.30% |
| Westlife Foodworld Ltd. | Services | Equity | 1.27% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.26% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.19% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 1.18% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 1.17% |
| Can Fin Homes Ltd. | Financial | Equity | 1.03% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 0.99% |
| Aavas Financiers Ltd. | Financial | Equity | 0.94% |
| R Systems International Ltd. | Technology | Equity | 0.90% |
| Ganesha Ecosphere Ltd. | Textiles | Equity | 0.89% |
| Venus Pipes & Tubes Ltd. | Metals & Mining | Equity | 0.88% |
| E.I.D. - Parry (India) Ltd. | Consumer Staples | Equity | 0.88% |
| Butterfly Gandhimathi Appliances Ltd. | Consumer Discretionary | Equity | 0.86% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.59% |
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 | +13.8% | +20.1% | +23.5% | +17.0% |
| Category average (Equity ELSS) | +2.2% | +18.5% | +21.7% | -- |
| Rank (Equity ELSS) | 2 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal ELSS Tax Saver Fund Growth | +11.47% | +25.20% | 3,968.68 | |
SBI ELSS Tax Saver Fund Growth | +2.79% | +21.85% | 28,441.43 | |
WhiteOak Capital ELSS Tax Saver Fund Growth | +1.80% | +19.62% | 402.93 | |
HDFC ELSS Tax Saver Fund Growth | -0.83% | +18.87% | 14,615.19 | |
Parag Parikh ELSS Tax Saver Fund Growth | -3.78% | +13.72% | 5,260.64 | |
| 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 Growth
Sundaram Long Term Tax Advantage Fund Series IV 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹34.13.
The Sundaram Long Term Tax Advantage Fund Series IV 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₹67,021.82 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,