Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Fund Overview

Fund Size

₹23 Cr

Expense Ratio

0.80%

ISIN

INF903JA1CZ6

Minimum SIP

Exit Load

No Charges

Inception Date

05 Jul 2018

About this fund

Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is a ELSS (Tax Savings) mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 8 years, 1 months and 23 days, having been launched on 05-Jul-18.
As of 27-Aug-26, it has a Net Asset Value (NAV) of ₹37.96, Assets Under Management (AUM) of 23.09 Crores, and an expense ratio of 0.8%.

Sundaram Long Term Tax Advantage Fund Series IV Direct Growth has given a CAGR return of 17.76% since inception.
The fund's asset allocation comprises around 95.77% in equities, 0.00% in debts, and 4.23% in cash & cash equivalents.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+14.14%

— (Cat Avg.)

3 Years

+15.34%

— (Cat Avg.)

5 Years

+18.99%

— (Cat Avg.)

Since Inception

+17.76%

— (Cat Avg.)

Portfolio Summaryas of 31st July 2026

Equity	₹22.11 Cr	95.77%
Others	₹0.98 Cr	4.23%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Aster DM Quality Care Ltd Ordinary Shares	Equity	₹1.75 Cr	7.55%
Ujjivan Small Finance Bank Ltd Ordinary Shares	Equity	₹1.28 Cr	5.52%
MTAR Technologies Ltd	Equity	₹1.21 Cr	5.21%
Affle 3i Ltd	Equity	₹1.04 Cr	4.49%
TVS Holdings Ltd	Equity	₹1.03 Cr	4.43%
Treps	Cash - Repurchase Agreement	₹1 Cr	4.33%
KSB Ltd	Equity	₹0.94 Cr	4.04%
Rategain Travel Technologies Ltd	Equity	₹0.89 Cr	3.85%
Safari Industries (India) Ltd	Equity	₹0.88 Cr	3.79%
Eternal Ltd	Equity	₹0.84 Cr	3.61%
Procter & Gamble Health Ltd	Equity	₹0.82 Cr	3.52%
KEI Industries Ltd	Equity	₹0.77 Cr	3.31%
Equitas Small Finance Bank Ltd Ordinary Shares	Equity	₹0.76 Cr	3.28%
CSB Bank Ltd Ordinary Shares	Equity	₹0.74 Cr	3.17%
Brigade Enterprises Ltd	Equity	₹0.61 Cr	2.61%
Angel One Ltd Ordinary Shares	Equity	₹0.59 Cr	2.55%
SIS Ltd Ordinary Shares	Equity	₹0.56 Cr	2.40%
Sapphire Foods India Ltd	Equity	₹0.56 Cr	2.40%
Greenpanel Industries Ltd Ordinary Shares	Equity	₹0.54 Cr	2.32%
JK Cement Ltd	Equity	₹0.51 Cr	2.19%
PVR INOX Ltd	Equity	₹0.5 Cr	2.17%
Shivalik Bimetal Controls Ltd	Equity	₹0.47 Cr	2.02%
Landmark Cars Ltd	Equity	₹0.41 Cr	1.75%
PNB Housing Finance Ltd	Equity	₹0.4 Cr	1.72%
Cholamandalam Financial Holdings Ltd	Equity	₹0.38 Cr	1.62%
Grindwell Norton Ltd	Equity	₹0.36 Cr	1.54%
Natco Pharma Ltd	Equity	₹0.34 Cr	1.48%
RHI Magnesita India Ltd	Equity	₹0.33 Cr	1.41%
Venus Pipes & Tubes Ltd	Equity	₹0.32 Cr	1.37%
E I D Parry India Ltd	Equity	₹0.28 Cr	1.22%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹0.26 Cr	1.13%
Westlife Foodworld Ltd	Equity	₹0.26 Cr	1.11%
Elecon Engineering Co Ltd	Equity	₹0.24 Cr	1.04%
Ganesha Ecosphere Ltd	Equity	₹0.24 Cr	1.03%
AAVAS Financiers Ltd	Equity	₹0.23 Cr	0.99%
Birlasoft Ltd	Equity	₹0.23 Cr	0.99%
Century Plyboards (India) Ltd	Equity	₹0.22 Cr	0.94%
Can Fin Homes Ltd	Equity	₹0.21 Cr	0.89%
R Systems International Ltd	Equity	₹0.2 Cr	0.84%
Carborundum Universal Ltd	Equity	₹0.06 Cr	0.25%
Cash And Other Net Current Assets	Cash	₹-0.02 Cr	0.09%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Industrials	₹4.93 Cr	21.22%
Financial Services	₹4.59 Cr	19.74%
Consumer Cyclical	₹4.47 Cr	19.26%
Healthcare	₹2.91 Cr	12.55%
Basic Materials	₹1.87 Cr	8.05%
Communication Services	₹1.55 Cr	6.66%
Technology	₹1.32 Cr	5.67%
Real Estate	₹0.61 Cr	2.61%

Risk & Performance Ratios

Fund Managers

Rohit Seksaria

Since April 2019

Additional Scheme Detailsas of 31st July 2026

ISIN

INF903JA1CZ6

Expense Ratio

0.80%

Exit Load

No Charges

Fund Size

₹23 Cr

Age

8 years 1 month

Lumpsum Minimum

₹500

Fund Status

Unlisted Closed End Investment Company

Benchmark

BSE 500 TRI

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar ELSS (Tax Savings) Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Bajaj Finserv ELSS Tax Saver Fund Regular Growth Low Risk	3.0%	0.0%	₹89.10 Cr	6.8%
Bajaj Finserv ELSS Tax Saver Fund Direct Growth Low Risk	1.3%	0.0%	₹89.10 Cr	8.7%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹289.75 Cr	6.7%
Sundaram Long Term Tax Advantage Fund Series I Regular Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.0%
Bank of India Midcap Tax Fund Series 1 Direct Growth Very High Risk	-	0.0%	₹65.11 Cr	13.8%
SBI Long Term Advantage Fund Series II Regular Growth Very High Risk	-	0.0%	₹34.17 Cr	6.4%
SBI Long Term Advantage Fund Series II Direct Growth Very High Risk	-	0.0%	₹34.17 Cr	6.8%
Bank of India Midcap Tax Fund Series 1 Regular Growth Very High Risk	-	0.0%	₹65.11 Cr	13.4%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth Very High Risk	1.0%	0.0%	₹31.62 Cr	11.9%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	0.8%	0.0%	₹31.62 Cr	12.2%
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Long Term Tax Advantage Fund Series II Regular Growth Very High Risk	1.4%	0.0%	₹13.10 Cr	5.6%
SBI Long Term Advantage Fund Series I Regular Growth Low Risk	-	0.0%	₹49.50 Cr	16.8%
SBI Long Term Advantage Fund Series I Direct Growth Low Risk	-	0.0%	₹49.50 Cr	17.1%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	0.8%	0.0%	₹78.05 Cr	11.5%
SBI Long Term Advantage Fund Series VI Regular Growth Very High Risk	-	0.0%	₹250.68 Cr	3.1%
SBI Long Term Advantage Fund Series VI Direct Growth Very High Risk	-	0.0%	₹250.68 Cr	3.5%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Regular Growth Very High Risk	1.0%	0.0%	₹78.05 Cr	11.2%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	0.8%	-	₹34.84 Cr	14.2%
SBI Tax Advantage Fund Series III Direct Growth Very High Risk	-	0.0%	₹33.26 Cr	32.0%
SBI Tax Advantage Fund Series III Regular Growth Very High Risk	-	0.0%	₹33.26 Cr	31.5%
Sundaram Long Term Tax Advantage Fund Series III Regular Growth Very High Risk	1.0%	-	₹34.84 Cr	13.9%
ICICI Prudential Long Term Wealth Enhancement Fund Regular Growth Very High Risk	1.2%	0.0%	₹37.52 Cr	2.4%
ICICI Prudential Long Term Wealth Enhancement Fund Direct Growth Very High Risk	0.8%	0.0%	₹37.52 Cr	2.8%
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth Very High Risk	1.0%	0.0%	₹23.09 Cr	13.9%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹23.09 Cr	14.1%
SBI Long Term Advantage Fund Series III Regular Growth Very High Risk	-	0.0%	₹66.00 Cr	-3.0%
SBI Long Term Advantage Fund Series III Direct Growth Very High Risk	-	0.0%	₹66.00 Cr	-2.6%
SBI Long Term Advantage Fund Series V Direct Growth Very High Risk	-	0.0%	₹353.31 Cr	5.2%
SBI Long Term Advantage Fund Series V Regular Growth Very High Risk	-	0.0%	₹353.31 Cr	4.9%
SBI Long Term Advantage Fund Series IV Regular Growth Very High Risk	-	0.0%	₹194.41 Cr	4.1%
SBI Long Term Advantage Fund Series IV Direct Growth Very High Risk	-	0.0%	₹194.41 Cr	4.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹37.28 Cr	11.2%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth Very High Risk	1.0%	0.0%	₹37.28 Cr	11.1%
Invesco India Tax Plan Regular Growth Very High Risk	1.7%	0.0%	₹2698.51 Cr	3.1%
HSBC ELSS Fund Direct Growth Very High Risk	1.2%	0.0%	₹4114.68 Cr	10.0%
LIC MF ELSS Direct Growth Very High Risk	1.2%	0.0%	₹1030.39 Cr	0.1%
Kotak Taxsaver Fund Direct Growth Very High Risk	0.7%	0.0%	₹6341.90 Cr	5.3%
Invesco India Tax Plan Direct Growth Very High Risk	0.7%	0.0%	₹2698.51 Cr	4.2%
HSBC Tax Saver Equity Fund Regular Growth Very High Risk	2.5%	0.0%	₹243.60 Cr	4.0%
ICICI Prudential Long Term Equity Fund ( Tax Saving) Direct Growth Very High Risk	1.2%	0.0%	₹14291.86 Cr	1.7%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.4%	0.0%	₹1296.05 Cr	-1.7%
Bandhan Tax Advantage (ELSS) Fund Direct Growth Very High Risk	0.6%	0.0%	₹7004.60 Cr	4.8%
Nippon India Tax Saver (ELSS) Fund Direct Growth Very High Risk	0.9%	0.0%	₹14909.88 Cr	3.3%
JM Tax Gain Fund Direct Growth Very High Risk	1.3%	0.0%	₹242.31 Cr	11.6%
Samco ELSS Tax Saver Fund Direct Growth Very High Risk	1.4%	0.0%	₹105.42 Cr	2.6%
Samco ELSS Tax Saver Fund Regular Growth Very High Risk	2.7%	0.0%	₹105.42 Cr	1.2%
Mahindra Manulife ELSS Fund Regular Growth Very High Risk	2.6%	0.0%	₹904.48 Cr	-1.8%
Mahindra Manulife ELSS Fund Direct Growth Very High Risk	1.2%	0.0%	₹904.48 Cr	-0.4%

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹78,281 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Low to Moderate Risk	0.3%	0.0%	₹68.86 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	0.7%	1.0%	₹901.60 Cr	0.8%
Sundaram Business Cycle Fund Direct Growth Very High Risk	0.5%	1.0%	₹1662.67 Cr	8.9%
Sundaram Multi Asset Allocation Fund Direct Growth Very High Risk	0.4%	1.0%	₹3314.38 Cr	13.1%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	0.8%	0.0%	₹31.62 Cr	12.2%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	0.8%	0.0%	₹78.05 Cr	11.5%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	0.8%	-	₹34.84 Cr	14.2%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹23.09 Cr	14.1%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹37.28 Cr	11.2%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	0.8%	0.0%	₹37.07 Cr	10.8%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹2980.72 Cr	7.1%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.0%	1.0%	₹830.04 Cr	0.0%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.6%	1.0%	₹9147.19 Cr	3.2%
Sundaram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹10633.07 Cr	6.5%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹432.95 Cr	6.1%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.7%	0.0%	₹1032.00 Cr	3.7%
Sundaram Focused Fund Direct Growth Very High Risk	1.1%	0.0%	₹1068.19 Cr	6.6%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.5%	0.0%	₹147.02 Cr	9.1%
Sundaram Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹180.84 Cr	6.0%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2284.29 Cr	6.5%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.4%	0.0%	₹1296.05 Cr	-1.7%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.6%	1.0%	₹1682.03 Cr	4.1%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹3099.07 Cr	1.0%
Sundaram Services Fund Direct Growth Very High Risk	0.6%	1.0%	₹5137.34 Cr	8.9%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹1998.79 Cr	-0.9%
Sundaram Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1691.93 Cr	6.4%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.0%	1.0%	₹33.50 Cr	4.7%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.5%	0.0%	₹979.01 Cr	9.2%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.7%	0.0%	₹1678.66 Cr	13.1%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.2%	0.0%	₹261.16 Cr	5.5%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹7221.67 Cr	14.2%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.3%	1.0%	₹169.96 Cr	23.4%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹619.65 Cr	5.3%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	1.0%	0.0%	₹18.97 Cr	1.7%
Sundaram Small Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3922.31 Cr	19.8%
Sundaram Diversified Equity Direct Growth Very High Risk	1.4%	0.0%	₹1302.62 Cr	-3.8%
Sundaram Consumption Fund Direct Growth Very High Risk	1.1%	0.0%	₹1494.67 Cr	-0.7%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹14504.36 Cr	12.4%
Sundaram Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹1896.05 Cr	5.3%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.2%	0.0%	₹553.07 Cr	6.5%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?

The NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth, as of 27-Aug-2026, is ₹37.96.

What are the returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?

The fund has generated 14.14% over the last 1 year and 15.34% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?

The fund's allocation of assets is distributed as 95.77% in equities, 0.00% in bonds, and 4.23% in cash and cash equivalents.

Who manages the Sundaram Long Term Tax Advantage Fund Series IV Direct Growth?

The fund managers responsible for Sundaram Long Term Tax Advantage Fund Series IV Direct Growth are:-

Rohit Seksaria

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Fund Overview