Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)

EquityELSS

Last Updated NAV Date: 10 Jun 2026

3 Year Returns

16.70%

NAV (₹)

32.0204

1 Day NAV Change

-0.86%

No chart data available for this period.

Fund Details

Min. SIP AmountN/A
Min. Lumpsum Amount₹ 500
AUM₹ 22.86 Cr
Expense Ratio1.18%
Lock-in Period3 Yrs
Inception Date05 Jul 2018
Fund Age7 Yrs

Exit Load

Nil

Fund’s Investment Objective

The Investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Calculate Your Mutual Fund Returns

Calculator

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return-2.16%
3 Month Return11.69%
6 Month Return5.81%
1 Year Return5.94%
3 Year Return16.70%
5 Year Return19.07%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Others
15.07%3.444
Banks
11.70%2.675
Finance
10.25%2.342
IT - Software
9.18%2.097
Capital Goods-Non Electrical Equipment
8.14%1.86
Pharmaceuticals
7.09%1.62
Healthcare
6.87%1.571
Aerospace & Defence
6.28%1.435
Quick Service Restaurant
3.96%0.905
Plywood Boards/Laminates
3.94%0.901

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
Aster DM Health.
6.61%1.495Healthcare
MTAR Technologie
6.03%1.366Aerospace & Defence
KSB
4.74%1.072Capital Goods-Non Electrical Equipment
Ujjivan Small
4.49%1.017Banks
TVS Holdings
4.41%0.998Finance
Affle 3i
4.13%0.934IT - Software
TREPS
4.10%0.928Debt Others
CSB Bank
3.76%0.852Banks
Safari Inds.
3.52%0.796Plastic products
KEI Industries
3.30%0.747Cables

Fund Manager Details

Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd. CS, CA & has done MBA from IIM Ahmedabad

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Sundaram Mutual Fund

Funds Managed

40

Assets Managed

₹ 74,954.10 Cr

Contact Details

Registered Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014

Managing Director

Anand Radhakrishnan

Chief Executive Officer

Anand Radhakrishnan

Compliance Officer

P Sundararajan

No open NFOs available
Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

The Net Asset Value (NAV) of Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Sundaram LT Tax Advantage Fund-Sr.IV (IDCW), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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