Sundaram Long Term Tax Advantage Fund Series IV Growth

Equity
ELSS
Very High Risk
3Y Lock In
19.14%
3Y annualised
+0.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Sep 2025
₹32.88
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹22.85Cr

Return calculator

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

Holdings (39)

NameSectorInstrumentAssets
HealthcareEquity5.65%
TechnologyEquity5.63%
Consumer DiscretionaryEquity5.18%
ServicesEquity4.17%
FinancialEquity4.10%
Capital GoodsEquity4.02%
ChemicalsEquity3.88%
HealthcareEquity3.61%
Consumer StaplesEquity3.59%
AutomobileEquity3.53%
FinancialEquity3.47%
Capital GoodsEquity3.34%
ServicesEquity3.23%
HealthcareEquity3.19%
ConstructionEquity2.73%
FinancialEquity2.62%
FinancialEquity2.26%
ServicesEquity2.23%
FinancialEquity2.03%
ServicesEquity1.95%
TechnologyEquity1.87%
ConstructionEquity1.85%
HealthcareEquity1.84%
FinancialEquity1.82%
FinancialEquity1.64%
ServicesEquity1.62%
HealthcareEquity1.56%
TextilesEquity1.54%
TechnologyEquity1.36%
TechnologyEquity1.30%
Metals & MiningEquity1.28%
Metals & MiningEquity1.14%
ConstructionEquity0.90%
Consumer DiscretionaryEquity0.88%
Consumer StaplesEquity0.88%
FinancialEquity0.83%
ConstructionEquity0.67%
Metals & MiningEquity0.60%
Metals & MiningEquity0.39%
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-1.6%19.1%31.0%18.0%
Category average-3.2%17.4%25.5%NA
Rank with in category322NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-3.4%23.5%30,271.16
5
2.1%21.6%16,579.03
5
2.6%18.6%5,538.01
4
-3.6%18.3%6,705.56
4
-3.2%17.2%15,338.90

Expense ratio, exit load and tax

Expense ratio: 1.40%

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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