Sundaram Long Term Tax Advantage Fund Series Iv - 10 Years · Regular · Growth
NAV
₹37.1761
as of 03 Aug 2026
Expense Ratio
—
see scheme documents
AUM
₹22 Cr
Lumpsum returns (CAGR)
- 1Y
- +13.57%
- 3Y
- +16.07%
- 5Y
- +18.14%
- Since Inception
- +17.61%
SIP returns (XIRR)
- 1Y
- +21.43%
- 3Y
- +13.22%
- 5Y
- +17.29%
- Since Inception
- +21.52%
What history actually did — last 8 years (Aug 2018 – Aug 2026)
A ₹5,000 monthly SIP for the last 8 years (Aug 2018 – Aug 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,52,643 today — ₹4,75,000 invested, 21.8% XIRR.
₹4,75,000
Invested
₹11,52,643
Value today
21.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Aug 2018 – Aug 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹3,68,482 today (17.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2018 would still hold ₹25,32,172.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Aug 2018 – Aug 2026) (22 Mar 2020) would be ₹6,22,517 today (6.22×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.47
Sharpe Ratio
—
Alpha
—
Beta
0.46
Sortino
17.03%
Std Dev
-15.45%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Industrial Products14.87%
- Banks11.16%
- Finance9.68%
- Consumer Durables9.02%
- Electrical Equipment8.31%
- Healthcare Services7.24%
- Pharmaceuticals & Biotechnology4.90%
- IT - Services4.79%
- IT - Software4.73%
- Leisure Services3.43%
- Retailing3.18%
- Capital Markets2.85%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Aster Dm Healthcare Ltd7.24%
- 2Mtar Technologies Ltd6.98%
- 3Ujjivan Small Finance Bank Ltd4.57%
- 4Ksb Ltd4.55%
- 5Tvs Holdings Ltd4.15%
- 6Affle (India) Ltd4.04%
- 7Safari Industries (India) Ltd3.89%
- 8Rate Gain Travel Technologies Ltd3.79%
- 9Kei Industries Ltd3.61%
- 10Procter & Gamble Health Ltd3.39%
Investment Objective
Sundaram Long Term Tax Advantage Fund Series Iv - 10 Years · Regular · Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Sundaram Long Term Tax Advantage Fund Series Iv - 10 Years · Regular · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹22.4 Cr, reflecting investor confidence in the fund's strategy.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations