Sundaram Long Term Tax Advantage Fund Series Iv - 10 Years · Direct · Growth
NAV
₹37.5148
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +11.32%
- 3Y
- +15.88%
- 5Y
- +18.07%
- Since Inception
- +17.76%
SIP returns (XIRR)
- 1Y
- +17.76%
- 3Y
- +12.93%
- 5Y
- +17.18%
- Since Inception
- +21.55%
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
portfolio shared with Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth
- 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 · Direct · 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 · Direct · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 years.
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