Sundaram Long Term Tax Advantage Fund Series Iv - 10 Years · Regular · Growth
NAV
₹37.4503
as of 15 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹21 Cr
Lumpsum returns (CAGR)
- 1Y
- +10.45%
- 3Y
- +17.06%
- 5Y
- +18.58%
- Since Inception
- +17.73%
SIP returns (XIRR)
- 1Y
- +21.71%
- 3Y
- +13.90%
- 5Y
- +17.70%
- Since Inception
- +21.76%
What history actually did — last 8 years (Jul 2018 – Jul 2026)
A ₹5,000 monthly SIP for the last 8 years (Jul 2018 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,69,990 today — ₹4,80,000 invested, 22.0% XIRR.
₹4,80,000
Invested
₹11,69,990
Value today
22.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 8 years (Jul 2018 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 8 years ago would be ₹3,71,397 today (17.8% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2018 would still hold ₹25,43,983.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 8 years (Jul 2018 – Jul 2026) (22 Mar 2020) would be ₹6,21,958 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, annualised0.46
Sharpe Ratio
—
Alpha
—
Beta
0.44
Sortino
17.44%
Std Dev
-15.45%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Industrial Products14.05%
- Banks10.81%
- Finance9.47%
- Consumer Durables8.89%
- Electrical Equipment8.57%
- Pharmaceuticals & Biotechnology7.20%
- Healthcare Services6.79%
- IT - Services5.07%
- IT - Software4.24%
- Leisure Services3.39%
- Retailing3.04%
- Capital Markets2.93%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Mtar Technologies Ltd7.29%
- 2Aster Dm Healthcare Ltd6.79%
- 3Ujjivan Small Finance Bank Ltd4.26%
- 4Affle (India) Ltd4.20%
- 5Tvs Holdings Ltd4.15%
- 6Ksb Ltd3.79%
- 7Safari Industries (India) Ltd3.71%
- 8Kei Industries Ltd3.54%
- 9Csb Bank Ltd3.44%
- 10Procter & Gamble Health Ltd3.28%
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 ₹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