Sundaram Long Term Tax Advantage Fund Series Iv - 10 Years · Direct · Growth
NAV
₹37.3846
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +12.74%
- 3Y
- +17.78%
- 5Y
- +20.76%
- Since Inception
- +18.00%
SIP returns (XIRR)
- 1Y
- +20.70%
- 3Y
- +14.06%
- 5Y
- +18.00%
- Since Inception
- +22.03%
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Industrial Products14.00%
- Banks11.00%
- Finance10.00%
- Consumer Durables9.00%
- Pharmaceuticals & Biotechnology7.00%
- Electrical Equipment7.00%
- Healthcare Services7.00%
- IT - Services5.00%
- IT - Software4.00%
- Leisure Services4.00%
- Capital Markets3.00%
- Retailing3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Long Term Tax Advantage Fund Series Iv - 10 Years · Direct · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth
- 1Aster Dm Healthcare Ltd6.61%
- 2Mtar Technologies Ltd6.03%
- 3Ksb Ltd4.74%
- 4Ujjivan Small Finance Bank Ltd4.49%
- 5Tvs Holdings Ltd4.41%
- 6Affle (India) Ltd4.13%
- 7Csb Bank Ltd3.76%
- 8Safari Industries (India) Ltd3.52%
- 9Kei Industries Ltd3.30%
- 10Zomato Ltd3.02%
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 7 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