Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -9.29%
NAV: ₹31.96 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW

  • ₹21.6 Cr
    AUM
  • ₹31.96
    NAV
  • 0.99%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -9.29% NA 2.82%
6 Months -2.44% NA 12.04%
1 Year -0.42% -0.42% -0.22%
2 Years 5.31% 2.62% 19.10%
3 Years 33.34% 10.06% 18.55%
5 Years 92.43% 13.99% 21.70%
7 Years 276.71% 20.86% NA
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As on Thu Nov 05, 2026

Asset Allocation of Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW

equities

96.05%

other assets or cash equivalents

3.95%
Large Cap: 4.21%
Mid Cap: 12.56%
Small Cap: 83.23%
Other: 0.00%
Top Holdings
Aster Dm Healthcare Ltd
7.24%
Aster Dm Healthcare Ltd
7.24%
Aster Dm Healthcare Ltd
7.24%
Aster Dm Healthcare Ltd
7.24%
Repo
7.42%
 
Top Sectors
Healthcare
64.58%
Industrials
50.50%
Unspecified
28.29%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW

Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 29 Jun 2018, the fund aims Capital appreciation over a period of 10 years. Investment in equity and equity related instruments along with income tax benefit. It manages assets worth ₹21.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.99%.
The portfolio allocation consists of 96.05% in equities, 3.95% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of -0.42% in the last year, a total return since inception of 16.08%.
For those looking to make well-planned investment decisions it is useful to also review best sip plan suited to long-term goals.

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  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

Key Metrics of Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW

  • Standard Deviation
    19.20%
  • Mean
    10.88%
  • Sharpe Ratio
    0.28%
  • Alpha
    -0.17%
  • Beta
    1.07%
  • Sortino Ratio
    0.44%

Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW Fund Details

Fund Names Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW
Inception Date 29 Jun 2018
Lock In 1095
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW Fund Returns Comparison

Compare Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW with other mutual funds in the same category

Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW

Motilal Oswal ELSS Tax Saver Fund Direct-Growth

Motilal Oswal ELSS Tax Saver Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal ELSS Tax Saver Fund Direct-Growth trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW trend ₹4,890 0.06% -1.47% 6.71% 20.53% 16.25%
Motilal Oswal ELSS Tax Saver Fund Regular-Growth trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW trend ₹4,890 -0.04% -1.75% 5.48% 19.12% 14.87%
Quant ELSS Tax Saver Fund Direct-Growth trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
Quant ELSS Tax Saver Fund Direct-IDCW trend ₹13,103 3.81% 0.30% 10.29% 15.90% 14.62%
SBI Long Term Advantage Fund Series V Direct-Growth trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
SBI Long Term Advantage Fund Series V Direct-IDCW trend ₹366 2.14% -2.99% 0.82% 20.94% 14.13%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW trend ₹34 -3.01% -8.29% 0.76% 10.20% 14.12%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram ELSS Tax Saver Fund increase ₹1,212 4.85% -3.12% -0.55% -5.95% 8.90%
Sundaram ELSS Tax Saver Fund Direct increase ₹1,212 4.90% -2.99% -0.28% -5.42% 9.49%
Sundaram ELSS Tax Saver Regular-IDCW Half Yearly increase ₹1,212 4.85% -3.12% -0.55% -5.95% 8.90%
Sundaram ELSS Tax Saver Direct-IDCW Half Yearly increase ₹1,212 4.90% -2.99% -0.28% -5.42% 9.49%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-Growth increase ₹75 -2.64% -7.64% -2.42% -0.60% 8.90%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-Growth increase ₹75 -2.63% -7.59% -2.32% -0.39% 9.11%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Regular-IDCW increase ₹75 -2.64% -7.64% -2.42% -0.60% 8.90%
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii Direct-IDCW increase ₹75 -2.63% -7.59% -2.32% -0.39% 9.11%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-Growth increase ₹36 -3.12% -8.07% -3.19% -1.17% 9.20%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular-Growth increase ₹36 -3.14% -8.13% -3.31% -1.43% 8.93%
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increase growth is based on 1-month returns of the funds

Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Axis ELSS - Tax Saver Direct-Growth trend ₹30,269 ₹112.77 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-Growth trend ₹30,269 ₹98.92 11.52% 5.42% 11.73%
Axis ELSS - Tax Saver Direct-IDCW trend ₹30,269 ₹52.18 12.34% 6.22% 12.69%
Axis ELSS - Tax Saver Fund-IDCW trend ₹30,269 ₹24.22 11.52% 5.42% 11.73%
SBI ELSS Tax Saver Fund Direct-Growth trend ₹30,027 ₹467.20 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-Growth trend ₹30,027 ₹428.81 13.91% 13.29% 13.84%
SBI ELSS Tax Saver Fund Direct Plan-IDCW trend ₹30,027 ₹115.72 14.66% 14.03% 14.58%
SBI ELSS Tax Saver Fund Regular-IDCW trend ₹30,027 ₹86.94 13.91% 13.29% 13.84%
Mirae Asset ELSS Tax Saver Fund Direct-Growth trend ₹24,625 ₹56.97 13.56% 10.37% 16.66%
Mirae Asset ELSS Tax Saver Fund Regular-Growth trend ₹24,625 ₹49.73 12.47% 9.24% 15.23%
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Top funds are based on Fund AUM

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Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Aster Dm Healthcare LtdHealthcare7.24%₹1.67 Cr
Aster Dm Healthcare LtdHealthcare7.24%₹1.67 Cr
Aster Dm Healthcare LtdHealthcare7.24%₹1.67 Cr
Aster Dm Healthcare LtdHealthcare7.24%₹1.67 Cr
RepoUnspecified7.42%₹1.67 Cr
RepoUnspecified7.42%₹1.67 Cr
Mtar Technologies LtdIndustrials7.29%₹1.67 Cr
Mtar Technologies LtdIndustrials7.64%₹1.65 Cr
Mtar Technologies LtdIndustrials7.64%₹1.65 Cr
Aster Dm Healthcare LtdHealthcare7.12%₹1.61 Cr
Aster Dm Healthcare LtdHealthcare7.12%₹1.61 Cr
Aster Dm Healthcare LtdHealthcare7.12%₹1.61 Cr
Aster Dm Healthcare LtdHealthcare7.12%₹1.61 Cr
Aster Dm Healthcare LtdHealthcare7.12%₹1.61 Cr
Mtar Technologies LtdIndustrials6.98%₹1.61 Cr
Mtar Technologies LtdIndustrials6.98%₹1.61 Cr
Mtar Technologies LtdIndustrials6.98%₹1.61 Cr
Mtar Technologies LtdIndustrials6.98%₹1.61 Cr
RepoUnspecified6.73%₹1.55 Cr
RepoUnspecified6.73%₹1.55 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal ELSS Tax Saver Fund Direct-Growth increase ₹63.92 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Direct-IDCW increase ₹39.52 20.53% 16.25% -
Motilal Oswal ELSS Tax Saver Fund Regular-Growth increase ₹54.96 19.12% 14.87% -
Motilal Oswal ELSS Tax Saver Fund Regular-IDCW increase ₹30.33 19.12% 14.87% -
Quant ELSS Tax Saver Fund Direct-Growth increase ₹468.10 15.90% 14.62% -
Quant ELSS Tax Saver Fund Direct-IDCW increase ₹62.40 15.90% 14.62% -
SBI Long Term Advantage Fund Series V Direct-Growth increase ₹33.15 20.94% 14.13% -
SBI Long Term Advantage Fund Series V Direct-IDCW increase ₹33.15 20.94% 14.13% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-Growth increase ₹30.49 10.20% 14.12% -
Sundaram Long Term Tax Advantage Fund Series Iii Direct-IDCW increase ₹29.03 10.20% 14.12% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW

What is the current AUM of Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW?

As of Wed Sep 30, 2026, Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW manages assets worth ₹21.6 crore

What is the long-term performance of Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW?

  • 3 Years CAGR: 10.06%
  • 5 Years CAGR: 13.99%
  • Since Inception: 16.08%

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

Equity: 96.05%, Others: 3.95%.

Who manages Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW?

Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW is managed by Dwijendra Srivastava from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW?

Large Cap: 4.21%, Mid Cap: 12.56%, Small Cap: 83.23%.

Which are the top companies Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW has invested in?

  • Aster DM Healthcare Ltd – 7.24% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.24% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.24% of the fund's portfolio
  • Aster DM Healthcare Ltd – 7.24% of the fund's portfolio
  • Repo – 7.42% of the fund's portfolio

Which are the major sectors Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW focuses on?

  • Healthcare – 64.58% of the fund's portfolio
  • Industrials – 50.50% of the fund's portfolio
  • Unspecified – 28.29% of the fund's portfolio
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