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Fund Overview of Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw
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₹22.8 CrAUM
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₹28.51NAV
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1.40%Expense Ratio
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EquityFund Category
As on Wed Mar 11, 2026
Returns of Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.00% | NA | 2.82% |
| 6 Months | 22.54% | NA | 12.04% |
| 1 Year | -0.60% | -0.60% | -0.22% |
| 2 Years | 30.88% | 14.40% | 19.10% |
| 3 Years | 71.28% | 19.65% | 18.55% |
| 5 Years | 291.41% | 31.38% | 21.70% |
| 7 Years | 252.03% | 19.70% | NA |
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As on Wed Mar 11, 2026
Asset Allocation
equities
93.69%other assets or cash equivalents
6.31%Large Cap: 3.38%
Mid Cap: 8.49%
Small Cap: 88.13%
Other: 0.00%
Detailed Portfolio Analysis
As on Wed Mar 11, 2026
Invest Now
Sundaram Long Term Tax Advantage Fund Series Iv Regular-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 ₹22.8 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.4%. Fund Manager Manager Education Fund Manager Manager Education
About FundAbout Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw
The portfolio allocation consists of 93.69% in equities, 6.31% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of -0.60% in the last year, a total return since inception of 18.07%.
Depending on risk tolerance investors often review best sip to invest during the long-term financial strategy.
Rohit Seksaria
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Dwijendra Srivastava
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Key Metrics of Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw
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Standard Deviation15.28%
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Sharpe Ratio0.78%
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Alpha4.52%
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Beta0.91%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Quant Elss Tax Saver Fund Direct-growth  |
₹11,649 | -5.63% | -5.63% | 12.22% | 16.57% | 19.35% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | -5.70% | -5.85% | 11.04% | 15.32% | 17.71% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | -6.86% | -6.06% | 9.86% | 16.20% | 13.20% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | -6.82% | -5.37% | 10.61% | 15.31% | 12.91% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | -6.91% | -6.20% | 9.17% | 15.49% | 12.47% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | -5.73% | -7.02% | 1.75% | 13.42% | 12.26% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | -6.90% | -5.64% | 9.36% | 13.99% | 11.55% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | -5.78% | -7.18% | 1.12% | 12.70% | 11.52% |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | -8.12% | -6.90% | 11.29% | 15.05% | 8.45% |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | -8.14% | -7.04% | 10.54% | 14.21% | 7.62% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
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growth is based on 1-month returns of the fundsMutual Fund Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
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Total Investment
Wealth Gained
Total Wealth
I want to save
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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Total Investment
Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹15,457 | ₹57.84 | 14.21% | 7.62% | 11.15% |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹15,457 | ₹64.85 | 15.05% | 8.45% | 12.13% |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹14,403 | ₹999.62 | 16.20% | 13.20% | 14.62% |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹14,403 | ₹896.91 | 15.49% | 12.47% | 13.69% |
| Quant Elss Tax Saver Fund Direct-growth |
₹11,649 | ₹397.59 | 16.57% | 19.35% | 21.41% |
| Quant Elss Tax Saver Fund-growth |
₹11,649 | ₹353.05 | 15.32% | 17.71% | 20.08% |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹8,870 | ₹168.22 | 13.99% | 11.55% | 15.14% |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹8,870 | ₹189.37 | 15.31% | 12.91% | 16.34% |
| Taurus Elss Tax Saver Direct-growth |
₹78 | ₹186.57 | 13.42% | 12.26% | 14.35% |
| Taurus Elss Tax Saver Regular-growth |
₹78 | ₹170.44 | 12.70% | 11.52% | 13.57% |
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Top funds are based on Fund AUM
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 7.42% | ₹1.67 Cr |
| Repo | Unspecified | 7.42% | ₹1.67 Cr |
| Repo | Unspecified | 6.73% | ₹1.55 Cr |
| Repo | Unspecified | 6.73% | ₹1.55 Cr |
| Repo | Unspecified | 6.85% | ₹1.54 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.26% | ₹1.45 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.26% | ₹1.45 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.30% | ₹1.42 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 6.49% | ₹1.40 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 6.09% | ₹1.37 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.94% | ₹1.34 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.94% | ₹1.34 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.90% | ₹1.32 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.65% | ₹1.29 Cr |
| Repo | Unspecified | 5.63% | ₹1.29 Cr |
| Affle (india) Ltd | Industrials | 5.63% | ₹1.29 Cr |
| Repo | Unspecified | 5.76% | ₹1.28 Cr |
| Affle (india) Ltd | Industrials | 5.69% | ₹1.28 Cr |
| Affle (india) Ltd | Industrials | 5.69% | ₹1.28 Cr |
| Affle (india) Ltd | Industrials | 5.49% | ₹1.27 Cr |
| Affle (india) Ltd | Industrials | 5.49% | ₹1.27 Cr |
| Repo | Unspecified | 5.74% | ₹1.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.49% | ₹1.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.49% | ₹1.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.50% | ₹1.23 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.21% | ₹1.20 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.21% | ₹1.20 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.18% | ₹1.18 Cr |
| Affle (india) Ltd | Industrials | 5.30% | ₹1.18 Cr |
| Repo | Unspecified | 5.49% | ₹1.18 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 5.48% | ₹1.18 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 5.44% | ₹1.17 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 5.33% | ₹1.15 Cr |
| Affle (india) Ltd | Industrials | 4.85% | ₹1.09 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.60% | ₹1.06 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.60% | ₹1.06 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.91% | ₹1.06 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.90% | ₹1.05 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.82% | ₹1.04 Cr |
| Csb Bank Ltd | Financial | 4.59% | ₹1.02 Cr |
| Affle (india) Ltd | Industrials | 4.73% | ₹1.02 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 4.71% | ₹1.01 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.46% | ₹1.00 Cr |
| Navin Fluorine International Ltd | Materials | 4.32% | ₹1.00 Cr |
| Navin Fluorine International Ltd | Materials | 4.32% | ₹1.00 Cr |
| Csb Bank Ltd | Financial | 4.54% | ₹0.98 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.32% | ₹0.97 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 4.33% | ₹0.96 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 4.17% | ₹0.95 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.25% | ₹0.95 Cr |
| Csb Bank Ltd | Financial | 4.10% | ₹0.94 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.01% | ₹0.93 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 4.01% | ₹0.93 Cr |
| Csb Bank Ltd | Financial | 3.99% | ₹0.92 Cr |
| Csb Bank Ltd | Financial | 3.99% | ₹0.92 Cr |
| Csb Bank Ltd | Financial | 4.08% | ₹0.92 Cr |
| Ksb Ltd | Industrials | 4.02% | ₹0.92 Cr |
| Affle (india) Ltd | Industrials | 4.20% | ₹0.90 Cr |
| Laurus Labs Ltd | Healthcare | 3.90% | ₹0.90 Cr |
| Laurus Labs Ltd | Healthcare | 3.90% | ₹0.90 Cr |
| Ksb Ltd | Industrials | 4.00% | ₹0.90 Cr |
| Ksb Ltd | Industrials | 4.00% | ₹0.90 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.97% | ₹0.89 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.97% | ₹0.89 Cr |
| Csb Bank Ltd | Financial | 4.12% | ₹0.89 Cr |
| Navin Fluorine International Ltd | Materials | 3.88% | ₹0.89 Cr |
| Kei Industries Ltd | Industrials | 3.97% | ₹0.89 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.83% | ₹0.89 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.83% | ₹0.89 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.93% | ₹0.88 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.93% | ₹0.88 Cr |
| Ksb Ltd | Industrials | 3.75% | ₹0.87 Cr |
| Ksb Ltd | Industrials | 3.75% | ₹0.87 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.72% | ₹0.86 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.72% | ₹0.86 Cr |
| Ksb Ltd | Industrials | 3.92% | ₹0.84 Cr |
| Ksb Ltd | Industrials | 3.74% | ₹0.84 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.69% | ₹0.83 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.69% | ₹0.83 Cr |
| Csb Bank Ltd | Financial | 3.68% | ₹0.83 Cr |
| Csb Bank Ltd | Financial | 3.68% | ₹0.83 Cr |
| Ksb Ltd | Industrials | 3.71% | ₹0.83 Cr |
| Laurus Labs Ltd | Healthcare | 3.61% | ₹0.83 Cr |
| Kei Industries Ltd | Industrials | 3.66% | ₹0.82 Cr |
| Greenpanel Industries Ltd | Materials | 3.59% | ₹0.82 Cr |
| Navin Fluorine International Ltd | Materials | 3.61% | ₹0.81 Cr |
| Navin Fluorine International Ltd | Materials | 3.61% | ₹0.81 Cr |
| Kei Industries Ltd | Industrials | 3.59% | ₹0.81 Cr |
| Kei Industries Ltd | Industrials | 3.59% | ₹0.81 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 3.53% | ₹0.81 Cr |
| Mtar Technologies Ltd | Industrials | 3.74% | ₹0.81 Cr |
| Kei Industries Ltd | Industrials | 3.47% | ₹0.80 Cr |
| Kei Industries Ltd | Industrials | 3.47% | ₹0.80 Cr |
| Greenpanel Industries Ltd | Materials | 3.44% | ₹0.79 Cr |
| Greenpanel Industries Ltd | Materials | 3.44% | ₹0.79 Cr |
| Laurus Labs Ltd | Healthcare | 3.53% | ₹0.79 Cr |
| Laurus Labs Ltd | Healthcare | 3.53% | ₹0.79 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 3.47% | ₹0.79 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.47% | ₹0.78 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.47% | ₹0.78 Cr |
| Kei Industries Ltd | Industrials | 3.63% | ₹0.78 Cr |
| Ksb Ltd | Industrials | 3.61% | ₹0.78 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.47% | ₹0.77 Cr |
| Kei Industries Ltd | Industrials | 3.34% | ₹0.76 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.30% | ₹0.76 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.30% | ₹0.76 Cr |
| Greenpanel Industries Ltd | Materials | 3.35% | ₹0.75 Cr |
| Greenpanel Industries Ltd | Materials | 3.35% | ₹0.75 Cr |
| Kei Industries Ltd | Industrials | 3.48% | ₹0.75 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 3.32% | ₹0.75 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.32% | ₹0.75 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.32% | ₹0.75 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.23% | ₹0.74 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.19% | ₹0.73 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.30% | ₹0.71 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.15% | ₹0.71 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.17% | ₹0.71 Cr |
| Greenpanel Industries Ltd | Materials | 3.09% | ₹0.70 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.07% | ₹0.69 Cr |
| Zomato Ltd | Technology | 3.17% | ₹0.68 Cr |
| Rategain Travel Technologies Ltd | Technology | 3.02% | ₹0.67 Cr |
| Procter & Gamble Health Ltd | Healthcare | 3.05% | ₹0.66 Cr |
| Equitas Small Finance Bank Ltd | Financial | 3.03% | ₹0.65 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.88% | ₹0.65 Cr |
| Greenpanel Industries Ltd | Materials | 2.87% | ₹0.64 Cr |
| Greenpanel Industries Ltd | Materials | 2.97% | ₹0.64 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.86% | ₹0.64 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.79% | ₹0.63 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.79% | ₹0.63 Cr |
| Jk Cement Ltd | Materials | 2.73% | ₹0.62 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.69% | ₹0.62 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.69% | ₹0.62 Cr |
| Mtar Technologies Ltd | Industrials | 2.88% | ₹0.62 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.74% | ₹0.62 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.86% | ₹0.61 Cr |
| Navin Fluorine International Ltd | Materials | 2.86% | ₹0.61 Cr |
| Procter & Gamble Health Ltd | Healthcare | 2.82% | ₹0.61 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.62% | ₹0.60 Cr |
| Navin Fluorine International Ltd | Materials | 2.67% | ₹0.60 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.77% | ₹0.60 Cr |
| Jk Cement Ltd | Materials | 2.62% | ₹0.59 Cr |
| Jk Cement Ltd | Materials | 2.62% | ₹0.59 Cr |
| Jk Cement Ltd | Materials | 2.52% | ₹0.58 Cr |
| Jk Cement Ltd | Materials | 2.52% | ₹0.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.57% | ₹0.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.57% | ₹0.58 Cr |
| Navin Fluorine International Ltd | Materials | 2.57% | ₹0.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.50% | ₹0.58 Cr |
| Equitas Small Finance Bank Ltd | Financial | 2.50% | ₹0.58 Cr |
| Greenpanel Industries Ltd | Materials | 2.67% | ₹0.57 Cr |
| Sapphire Foods India Ltd | Consumer Discretionary | 2.65% | ₹0.57 Cr |
| Jk Cement Ltd | Materials | 2.39% | ₹0.54 Cr |
| Pvr Ltd | Consumer Discretionary | 2.33% | ₹0.54 Cr |
| Pvr Ltd | Consumer Discretionary | 2.33% | ₹0.54 Cr |
| Angel One Ltd | Financial | 2.39% | ₹0.54 Cr |
| Mtar Technologies Ltd | Industrials | 2.38% | ₹0.54 Cr |
| Jk Cement Ltd | Materials | 2.46% | ₹0.53 Cr |
| Jk Cement Ltd | Materials | 2.32% | ₹0.52 Cr |
| Angel One Ltd | Financial | 2.26% | ₹0.52 Cr |
| Jk Cement Ltd | Materials | 2.40% | ₹0.52 Cr |
| Rategain Travel Technologies Ltd | Technology | 2.39% | ₹0.52 Cr |
| Mtar Technologies Ltd | Industrials | 2.29% | ₹0.51 Cr |
| Sis Ltd | Industrials | 2.23% | ₹0.51 Cr |
| Angel One Ltd | Financial | 2.35% | ₹0.51 Cr |
| Laurus Labs Ltd | Healthcare | 2.22% | ₹0.50 Cr |
| Angel One Ltd | Financial | 2.14% | ₹0.50 Cr |
| Angel One Ltd | Financial | 2.14% | ₹0.50 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.27% | ₹0.49 Cr |
| Pvr Ltd | Consumer Discretionary | 2.13% | ₹0.48 Cr |
| Pvr Ltd | Consumer Discretionary | 2.13% | ₹0.48 Cr |
| Pvr Ltd | Consumer Discretionary | 2.12% | ₹0.48 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.03% | ₹0.47 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.03% | ₹0.47 Cr |
| Angel One Ltd | Financial | 2.09% | ₹0.47 Cr |
| Angel One Ltd | Financial | 2.15% | ₹0.46 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.03% | ₹0.46 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.06% | ₹0.46 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.06% | ₹0.46 Cr |
| Sis Ltd | Industrials | 2.05% | ₹0.46 Cr |
| Sis Ltd | Industrials | 2.05% | ₹0.46 Cr |
| Pvr Ltd | Consumer Discretionary | 2.12% | ₹0.46 Cr |
| Pvr Ltd | Consumer Discretionary | 2.03% | ₹0.45 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.01% | ₹0.45 Cr |
| Pvr Ltd | Consumer Discretionary | 1.95% | ₹0.45 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.99% | ₹0.44 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.07% | ₹0.44 Cr |
| Sis Ltd | Industrials | 2.06% | ₹0.44 Cr |
| Sis Ltd | Industrials | 1.97% | ₹0.44 Cr |
| Sis Ltd | Industrials | 1.90% | ₹0.44 Cr |
| Sis Ltd | Industrials | 1.90% | ₹0.44 Cr |
| Pvr Ltd | Consumer Discretionary | 2.02% | ₹0.43 Cr |
| Sis Ltd | Industrials | 1.93% | ₹0.43 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.94% | ₹0.43 Cr |
| Rategain Travel Technologies Ltd | Technology | 1.87% | ₹0.43 Cr |
| Angel One Ltd | Financial | 1.89% | ₹0.42 Cr |
| Angel One Ltd | Financial | 1.89% | ₹0.42 Cr |
| Rhi Magnesita India Ltd | Materials | 1.85% | ₹0.42 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.87% | ₹0.42 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.84% | ₹0.42 Cr |
| Creditaccess Grameen Ltd | Financial | 1.82% | ₹0.42 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.81% | ₹0.41 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.81% | ₹0.41 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.89% | ₹0.41 Cr |
| Sis Ltd | Industrials | 1.87% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.40 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 1.86% | ₹0.40 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.73% | ₹0.40 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.73% | ₹0.40 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.39 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.74% | ₹0.39 Cr |
| Rhi Magnesita India Ltd | Materials | 1.73% | ₹0.39 Cr |
| Pnb Housing Finance Ltd | Financial | 1.64% | ₹0.37 Cr |
| Rhi Magnesita India Ltd | Materials | 1.74% | ₹0.37 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.62% | ₹0.37 Cr |
| Rhi Magnesita India Ltd | Materials | 1.65% | ₹0.37 Cr |
| Rhi Magnesita India Ltd | Materials | 1.65% | ₹0.37 Cr |
| Natco Pharma Ltd | Healthcare | 1.72% | ₹0.37 Cr |
| Rhi Magnesita India Ltd | Materials | 1.70% | ₹0.37 Cr |
| Pnb Housing Finance Ltd | Financial | 1.62% | ₹0.36 Cr |
| Natco Pharma Ltd | Healthcare | 1.56% | ₹0.36 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.35 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.35 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.54% | ₹0.35 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.56% | ₹0.35 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.56% | ₹0.35 Cr |
| Pnb Housing Finance Ltd | Financial | 1.53% | ₹0.34 Cr |
| Natco Pharma Ltd | Healthcare | 1.52% | ₹0.34 Cr |
| Tata Steel Ltd | Materials | 1.46% | ₹0.34 Cr |
| Tata Steel Ltd | Materials | 1.46% | ₹0.34 Cr |
| Tata Steel Ltd | Materials | 1.49% | ₹0.33 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.53% | ₹0.33 Cr |
| Natco Pharma Ltd | Healthcare | 1.46% | ₹0.33 Cr |
| Birlasoft Ltd | Technology | 1.47% | ₹0.33 Cr |
| Pnb Housing Finance Ltd | Financial | 1.46% | ₹0.33 Cr |
| Pnb Housing Finance Ltd | Financial | 1.46% | ₹0.33 Cr |
| Zomato Ltd | Technology | 1.49% | ₹0.32 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹0.32 Cr |
| R Systems International Ltd | Technology | 1.37% | ₹0.32 Cr |
| Birlasoft Ltd | Technology | 1.47% | ₹0.32 Cr |
| Pnb Housing Finance Ltd | Financial | 1.46% | ₹0.31 Cr |
| Natco Pharma Ltd | Healthcare | 1.46% | ₹0.31 Cr |
| Pnb Housing Finance Ltd | Financial | 1.45% | ₹0.31 Cr |
| Tata Steel Ltd | Materials | 1.38% | ₹0.31 Cr |
| Tata Steel Ltd | Materials | 1.38% | ₹0.31 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.45% | ₹0.31 Cr |
| R Systems International Ltd | Technology | 1.36% | ₹0.31 Cr |
| Tata Steel Ltd | Materials | 1.38% | ₹0.31 Cr |
| Natco Pharma Ltd | Healthcare | 1.33% | ₹0.31 Cr |
| Natco Pharma Ltd | Healthcare | 1.33% | ₹0.31 Cr |
| Brigade Enterprises Ltd | Real Estate | 1.41% | ₹0.30 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.31% | ₹0.30 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.31% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.35% | ₹0.30 Cr |
| Neogen Chemicals Ltd | Materials | 1.39% | ₹0.30 Cr |
| Natco Pharma Ltd | Healthcare | 1.33% | ₹0.30 Cr |
| Natco Pharma Ltd | Healthcare | 1.33% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.32% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.32% | ₹0.30 Cr |
| Birlasoft Ltd | Technology | 1.30% | ₹0.30 Cr |
| R Systems International Ltd | Technology | 1.32% | ₹0.30 Cr |
| Birlasoft Ltd | Technology | 1.37% | ₹0.30 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 1.37% | ₹0.29 Cr |
| Tata Steel Ltd | Materials | 1.28% | ₹0.29 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.28% | ₹0.29 Cr |
| Birlasoft Ltd | Technology | 1.28% | ₹0.29 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.28% | ₹0.29 Cr |
| Grindwell Norton Ltd | Materials | 1.24% | ₹0.29 Cr |
| Grindwell Norton Ltd | Materials | 1.24% | ₹0.29 Cr |
| R Systems International Ltd | Technology | 1.31% | ₹0.28 Cr |
| Birlasoft Ltd | Technology | 1.22% | ₹0.28 Cr |
| Birlasoft Ltd | Technology | 1.22% | ₹0.28 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.31% | ₹0.28 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.31% | ₹0.28 Cr |
| Grindwell Norton Ltd | Materials | 1.31% | ₹0.28 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.21% | ₹0.27 Cr |
| Grindwell Norton Ltd | Materials | 1.19% | ₹0.27 Cr |
| Grindwell Norton Ltd | Materials | 1.19% | ₹0.27 Cr |
| Birlasoft Ltd | Technology | 1.19% | ₹0.27 Cr |
| Birlasoft Ltd | Technology | 1.19% | ₹0.27 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.24% | ₹0.27 Cr |
| Grindwell Norton Ltd | Materials | 1.19% | ₹0.26 Cr |
| Grindwell Norton Ltd | Materials | 1.17% | ₹0.26 Cr |
| Grindwell Norton Ltd | Materials | 1.21% | ₹0.26 Cr |
| Grindwell Norton Ltd | Materials | 1.14% | ₹0.26 Cr |
| Phoenix Mills Ltd | Real Estate | 1.16% | ₹0.26 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.17% | ₹0.25 Cr |
| Westlife Development Ltd | Consumer Discretionary | 1.17% | ₹0.25 Cr |
| Neogen Chemicals Ltd | Materials | 1.16% | ₹0.25 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.07% | ₹0.25 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.07% | ₹0.25 Cr |
| Neogen Chemicals Ltd | Materials | 1.08% | ₹0.24 Cr |
| Phoenix Mills Ltd | Real Estate | 1.07% | ₹0.24 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.06% | ₹0.24 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 1.06% | ₹0.24 Cr |
| Can Fin Homes Ltd | Financial | 1.09% | ₹0.23 Cr |
| Phoenix Mills Ltd | Real Estate | 1.01% | ₹0.23 Cr |
| Phoenix Mills Ltd | Real Estate | 1.01% | ₹0.23 Cr |
| Can Fin Homes Ltd | Financial | 1.05% | ₹0.23 Cr |
| Century Plyboards (india) Ltd | Materials | 1.02% | ₹0.23 Cr |
| Eid-parry (india) Ltd | Materials | 1.01% | ₹0.23 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.01% | ₹0.23 Cr |
| Eid-parry (india) Ltd | Materials | 1.00% | ₹0.23 Cr |
| Century Plyboards (india) Ltd | Materials | 0.99% | ₹0.22 Cr |
| Century Plyboards (india) Ltd | Materials | 0.99% | ₹0.22 Cr |
| Can Fin Homes Ltd | Financial | 0.99% | ₹0.22 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.99% | ₹0.22 Cr |
| Century Plyboards (india) Ltd | Materials | 1.03% | ₹0.22 Cr |
| Landmark Cars Ltd | Consumer Discretionary | 0.99% | ₹0.22 Cr |
| Century Plyboards (india) Ltd | Materials | 0.98% | ₹0.22 Cr |
| Aavas Financiers Ltd | Financial | 1.01% | ₹0.22 Cr |
| Can Fin Homes Ltd | Financial | 0.94% | ₹0.22 Cr |
| Can Fin Homes Ltd | Financial | 0.94% | ₹0.22 Cr |
| Phoenix Mills Ltd | Real Estate | 0.96% | ₹0.22 Cr |
| Phoenix Mills Ltd | Real Estate | 0.96% | ₹0.22 Cr |
| R Systems International Ltd | Technology | 1.00% | ₹0.21 Cr |
| Zomato Ltd | Technology | 0.96% | ₹0.21 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.99% | ₹0.21 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.92% | ₹0.21 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.92% | ₹0.21 Cr |
| Can Fin Homes Ltd | Financial | 0.98% | ₹0.21 Cr |
| Century Plyboards (india) Ltd | Materials | 0.90% | ₹0.21 Cr |
| Century Plyboards (india) Ltd | Materials | 0.90% | ₹0.21 Cr |
| Phoenix Mills Ltd | Real Estate | 0.90% | ₹0.21 Cr |
| Eid-parry (india) Ltd | Materials | 0.94% | ₹0.20 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.94% | ₹0.20 Cr |
| Century Plyboards (india) Ltd | Materials | 0.94% | ₹0.20 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.88% | ₹0.20 Cr |
| Century Plyboards (india) Ltd | Materials | 0.88% | ₹0.20 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.88% | ₹0.20 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.91% | ₹0.20 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.86% | ₹0.19 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.86% | ₹0.19 Cr |
| Can Fin Homes Ltd | Financial | 0.85% | ₹0.19 Cr |
| Can Fin Homes Ltd | Financial | 0.85% | ₹0.19 Cr |
| Eid-parry (india) Ltd | Materials | 0.88% | ₹0.19 Cr |
| Can Fin Homes Ltd | Financial | 0.83% | ₹0.19 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.83% | ₹0.19 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.82% | ₹0.18 Cr |
| Cash/net Current Assets | Unspecified | 0.82% | ₹0.18 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.77% | ₹0.17 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.79% | ₹0.17 Cr |
| Butterfly Gandhimathi Appliances Ltd | Consumer Discretionary | 0.79% | ₹0.17 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 0.71% | ₹0.16 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.68% | ₹0.16 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.68% | ₹0.16 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.73% | ₹0.16 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.67% | ₹0.15 Cr |
| Ganesha Ecosphere Ltd | Consumer Discretionary | 0.65% | ₹0.14 Cr |
| Carborundum Universal Ltd | Materials | 0.60% | ₹0.14 Cr |
| Carborundum Universal Ltd | Materials | 0.61% | ₹0.14 Cr |
| Carborundum Universal Ltd | Materials | 0.61% | ₹0.14 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.61% | ₹0.14 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.61% | ₹0.14 Cr |
| Brigade Enterprises Ltd | Real Estate | 0.60% | ₹0.14 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.56% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.57% | ₹0.13 Cr |
| Carborundum Universal Ltd | Materials | 0.56% | ₹0.12 Cr |
| Carborundum Universal Ltd | Materials | 0.54% | ₹0.12 Cr |
| Mm Forgings Ltd | Materials | 0.39% | ₹0.09 Cr |
| Mm Forgings Ltd | Materials | 0.38% | ₹0.09 Cr |
| Mm Forgings Ltd | Materials | 0.36% | ₹0.08 Cr |
| Mm Forgings Ltd | Materials | 0.36% | ₹0.08 Cr |
| Mm Forgings Ltd | Materials | 0.34% | ₹0.08 Cr |
| Mm Forgings Ltd | Materials | 0.34% | ₹0.08 Cr |
| Venus Pipes & Tubes Ltd | Industrials | 0.30% | ₹0.07 Cr |
| Cash/net Current Assets | Unspecified | 0.02% | ₹0.00 Cr |
| Cash/net Current Assets | Unspecified | 0.02% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.02% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.03% | ₹-0.01 Cr |
| Net Payables | Unspecified | -1.49% | ₹-0.34 Cr |
| Net Payables | Unspecified | -1.49% | ₹-0.34 Cr |
| Net Payables | Unspecified | -1.93% | ₹-0.44 Cr |
| Net Payables | Unspecified | -2.02% | ₹-0.45 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Quant Elss Tax Saver Fund Direct-growth |
₹397.59 | 16.57% | 19.35% | - |
| Quant Elss Tax Saver Fund-growth |
₹353.05 | 15.32% | 17.71% | - |
| ICICI Prudential Elss Tax Saver Direct Plan - Growth |
₹999.62 | 16.20% | 13.20% | - |
| Canara Robeco Elss Tax Saver Direct- Growth |
₹189.37 | 15.31% | 12.91% | - |
| ICICI Prudential Elss Tax Saver Fund - Growth |
₹896.91 | 15.49% | 12.47% | - |
| Taurus Elss Tax Saver Direct-growth |
₹186.57 | 13.42% | 12.26% | - |
| Canara Robeco Elss Tax Saver Regular - Growth |
₹168.22 | 13.99% | 11.55% | - |
| Taurus Elss Tax Saver Regular-growth |
₹170.44 | 12.70% | 11.52% | - |
| Aditya Birla Sun Life Elss Tax Saver Direct-growth |
₹64.85 | 15.05% | 8.45% | - |
| Aditya Birla Sun Life Elss Tax Saver Regular-growth |
₹57.84 | 14.21% | 7.62% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw
What is the current AUM of Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw?
As of Thu Jul 31, 2025, Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw manages assets worth ₹22.8 crore
How has Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw performed recently?
- 3 Months: 0.00%
- 6 Months: 22.54%
What is the long-term performance of Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw?
- 3 Years CAGR: 19.65%
- 5 Years CAGR: 31.38%
- Since Inception: 18.07%
What is the portfolio composition of Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw?
Equity: 93.69%, Others: 6.31%.
Who manages Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw?
Sundaram Long Term Tax Advantage Fund Series Iv Regular-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 Regular-idcw?
Large Cap: 3.38%, Mid Cap: 8.49%, Small Cap: 88.13%.
Which are the top companies Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw has invested in?
- Repo – 7.42% of the fund's portfolio
- Repo – 7.42% of the fund's portfolio
- Repo – 6.73% of the fund's portfolio
- Repo – 6.73% of the fund's portfolio
- Repo – 6.85% of the fund's portfolio
Which are the major sectors Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw focuses on?
- Financial – 181.89% of the fund's portfolio
- Consumer Discretionary – 174.23% of the fund's portfolio
- Industrials – 150.68% of the fund's portfolio
- Materials – 138.89% of the fund's portfolio
- Healthcare – 133.92% of the fund's portfolio
View more FAQ's
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Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
