Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
+19.56%
3Y annualised
-0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Dec 2025
₹33.59
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹22.51Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (42)

NameSectorInstrumentAssets
HealthcareEquity6.30%
Consumer DiscretionaryEquity6.09%
TechnologyEquity4.85%
AutomobileEquity4.46%
FinancialEquity4.32%
FinancialEquity4.08%
Capital GoodsEquity3.74%
Capital GoodsEquity3.66%
ServicesEquity3.32%
HealthcareEquity3.15%
Consumer StaplesEquity3.09%
TechnologyEquity3.07%
FinancialEquity2.88%
ServicesEquity2.74%
ChemicalsEquity2.57%
ConstructionEquity2.39%
FinancialEquity2.39%
Capital GoodsEquity2.38%
HealthcareEquity2.22%
ServicesEquity2.12%
FinancialEquity2.01%
ServicesEquity1.93%
HealthcareEquity1.87%
ConstructionEquity1.74%
FinancialEquity1.53%
HealthcareEquity1.46%
Metals & MiningEquity1.38%
TechnologyEquity1.32%
ServicesEquity1.28%
TechnologyEquity1.28%
Metals & MiningEquity1.17%
ConstructionEquity1.07%
Consumer StaplesEquity1.00%
FinancialEquity0.99%
Consumer StaplesEquity0.98%
Consumer DiscretionaryEquity0.88%
TextilesEquity0.83%
Capital GoodsEquity0.71%
ConstructionEquity0.60%
Metals & MiningEquity0.56%
Metals & MiningEquity0.38%
Metals & MiningEquity0.30%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.4%19.6%25.9%17.6%
Category average-1.4%17.5%21.7%NA
Rank with in category523NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.18%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Rohit Seksaria
Apr 2019 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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