Sundaram Long Term Tax Advantage Fund Series IV Growth

Equity
ELSS
Very High Risk
3Y Lock In
+20.59%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Oct 2025
₹33.75
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹22.49Cr

Return calculator

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

Holdings (38)

NameSectorInstrumentAssets
HealthcareEquity5.94%
TechnologyEquity5.69%
Consumer DiscretionaryEquity5.49%
Capital GoodsEquity4.00%
AutomobileEquity3.97%
ServicesEquity3.93%
FinancialEquity3.69%
FinancialEquity3.68%
ChemicalsEquity3.61%
Capital GoodsEquity3.59%
HealthcareEquity3.53%
HealthcareEquity3.47%
Consumer StaplesEquity3.35%
ServicesEquity3.32%
TechnologyEquity2.79%
ConstructionEquity2.62%
FinancialEquity2.57%
ServicesEquity2.13%
FinancialEquity2.06%
ServicesEquity2.05%
FinancialEquity1.89%
HealthcareEquity1.81%
ConstructionEquity1.65%
ServicesEquity1.56%
FinancialEquity1.46%
Metals & MiningEquity1.38%
HealthcareEquity1.33%
TechnologyEquity1.32%
Metals & MiningEquity1.19%
TechnologyEquity1.19%
TextilesEquity1.06%
Consumer StaplesEquity0.99%
ConstructionEquity0.96%
Consumer DiscretionaryEquity0.86%
FinancialEquity0.85%
Metals & MiningEquity0.61%
ConstructionEquity0.61%
Metals & MiningEquity0.36%
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 returns0.6%20.6%31.8%18.1%
Category average-0.4%18.5%26.1%NA
Rank with in category533NA
Understand terms

Peer Comparison

Equity, ELSS fundsRating1Y3YFund Size(Cr)
5
-0.1%25.1%30,419.61
5
7.0%23.1%16,644.54
4
0.2%19.5%6,531.42
4
1.1%19.0%15,059.64
5
5.0%18.4%5,638.79

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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