Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth
₹35.0266
₹0.59 (-1.65%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹35.0266
₹0.59 (-1.65%)
29 May 2026
AMFI: 143077
Direct · Growth
₹₹35.7811
₹0.60 (-1.65%)
29 May 2026
AMFI: 143079
Regular · IDCW
₹₹32.1425
₹0.54 (-1.65%)
29 May 2026
AMFI: 143078
Direct · IDCW
₹₹32.8749
₹0.55 (-1.65%)
29 May 2026
AMFI: 143080
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹47,500
Invested
₹1,11,795
Value today
21.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,503
Value today
17.2%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹4,75,000
Withdrawn
₹23,84,712
Corpus left
+₹18,59,712 net gain — withdrew ₹4,75,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹21,68,940
Value today
+3.2%
vs lumpsum
STP beat direct lumpsum by 3.2% — reduced timing risk paid off
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,86,524
Value today
5.9×
Multiple
Staying invested through that crash turned ₹1L into ₹5,86,524 — a 5.9× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 7 years
Expense ratio drag on your actual returns
Direct plan
₹94,856
Regular plan
₹93,893
Direct earns ₹963 more on a ₹42K investment — 0.33% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised0.08
Sharpe Ratio
—
Alpha
—
Beta
0.07
Sortino
17.22%
Std Dev
-20.93%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Aster DM Healthcare Ltd INE914M01019 | 7.38% |
Aster DM Healthcare Ltd INE914M01019 | 6.61% |
MTAR Technologies Ltd INE864I01014 | 6.03% |
TVS Holdings Ltd INE105A01035 | 5.05% |
Affle (India) Ltd INE00WC01027 | 4.92% |
KSB LTD INE999A01023 | 4.74% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 4.66% |
KSB LTD INE999A01023 | 4.51% |
Ujjivan Small Finance Bank Ltd INE551W01018 | 4.49% |
TVS Holdings Ltd INE105A01035 | 4.41% |
Safari Industries (India) Ltd INE429E01023 | 4.17% |
Affle (India) Ltd INE00WC01027 | 4.13% |
CSB Bank Ltd INE679A01013 | 3.92% |
MTAR Technologies Ltd INE864I01014 | 3.79% |
CSB Bank Ltd INE679A01013 | 3.76% |
Safari Industries (India) Ltd INE429E01023 | 3.52% |
KEI Industries Ltd INE878B01027 | 3.30% |
Zomato Ltd INE758T01015 | 3.28% |
KEI Industries Ltd INE878B01027 | 3.21% |
Procter & Gamble Health Ltd INE199A01012 | 3.07% |
Zomato Ltd INE758T01015 | 3.02% |
Equitas Small Finance Bank Limited INE063P01018 | 2.99% |
Procter & Gamble Health Ltd INE199A01012 | 2.85% |
Green Panel Industries Ltd INE08ZM01014 | 2.82% |
Sapphire Foods India Ltd INE806T01020 | 2.73% |
Angel One Ltd INE732I01021 | 2.71% |
Equitas Small Finance Bank Limited INE063P01018 | 2.70% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.59% |
JB Chemicals & Pharmaceuticals Ltd INE572A01036 | 2.53% |
Green Panel Industries Ltd INE08ZM01014 | 2.47% |
JK Cement Ltd INE823G01014 | 2.46% |
Sapphire Foods India Ltd INE806T01020 | 2.34% |
Angel One Ltd INE732I01021 | 2.34% |
Rate Gain Travel Technologies Ltd INE0CLI01024 | 2.20% |
JK Cement Ltd INE823G01014 | 2.19% |
JB Chemicals & Pharmaceuticals Ltd INE572A01036 | 2.15% |
PVR INOX Ltd INE191H01014 | 2.12% |
PVR INOX Ltd INE191H01014 | 2.11% |
SIS Ltd INE285J01028 | 2.07% |
SIS Ltd INE285J01028 | 1.91% |
Natco Pharma Ltd INE987B01026 | 1.89% |
Natco Pharma Ltd INE987B01026 | 1.81% |
PNB Housing Finance Ltd INE572E01012 | 1.76% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.73% |
Cholamandalam Financial Holdings Ltd INE149A01033 | 1.69% |
Shivalik Bimetal Controls Ltd INE386D01027 | 1.65% |
Brigade Enterprises Ltd INE791I01019 | 1.53% |
RHI Magnesita India Ltd INE743M01012 | 1.50% |
PNB Housing Finance Ltd INE572E01012 | 1.48% |
Neogen Chemicals Ltd INE136S01016 | 1.48% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - 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 Regular Plan - Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹21.3 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