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Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw
Equity
Small Cap
Very High Risk
Latest AUM
₹ 19.4 Cr.
NAV as on 24 jul, 2026
₹ 33.98
+20.58%
3 years annulised
This Fund
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
Portfolio Composition Analysis
Equity
96.24%
Cash
3.76%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Financial
Consumer Discretionary
Industrials
Materials
Healthcare
Technology
Real Estate
Portfolio Updated on: 24 jul, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.00% |
| MTAR Technologies Ltd | Industrials | Equity | 1.00% |
| MTAR Technologies Ltd | Industrials | Equity | 1.00% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.00% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.00% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 6.26% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 6.26% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 7.38% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 6.30% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 6.30% |
Debt & Credit Risk Analysis
| Alpha | 3.41% |
| Beta | 0.97% |
| Sharpe Ratio | 0.63% |
| Standard Deviation | 16.64% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 6.99% | NA | 2.54% |
| 6 Months | 14.11% | NA | 11.40% |
| 9 Months | 6.58% | NA | 2.59% |
| 1 Year | 7.21% | 7.21% | -1.28% |
| 2 Years | 13.64% | 6.60% | 17.82% |
| 3 Years | 54.72% | 15.66% | 17.29% |
| 5 Years | 129.65% | 18.09% | 20.37% |
| 7 Years | 314.66% | 22.53% | NA |
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 ₹19.4 crore as on Tue Mar 31, 2026. The expense ratio stands at 1.26%.
Rohit Seksaria has 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.
Dwijendra Srivastava has experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth | 19.4 | -0.65% | +6.99% | +14.11% | +7.21% | +15.66% | +18.09% |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth | 28.9 | -0.36% | +6.70% | +14.51% | +7.40% | +15.50% | +17.99% |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw | 28.9 | -0.36% | +6.70% | +14.51% | +7.40% | +15.50% | +17.99% |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth | 19.4 | -0.66% | +6.93% | +14.00% | +7.00% | +15.42% | +17.85% |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw | 19.4 | -0.66% | +6.93% | +14.00% | +7.00% | +15.42% | +17.85% |
| Motilal Oswal Elss Tax Saver Fund Direct-growth | 3,968.7 | -1.48% | +3.39% | +16.71% | +2.79% | +21.90% | +17.77% |
| Motilal Oswal Elss Tax Saver Fund Direct-idcw | 3,968.7 | -1.48% | +3.39% | +16.71% | +2.79% | +21.90% | +17.77% |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth | 28.9 | -0.38% | +6.63% | +14.37% | +7.15% | +15.24% | +17.72% |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw | 28.9 | -0.38% | +6.63% | +14.37% | +7.15% | +15.24% | +17.72% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Sundaram Mutual Fund
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Axis Elss Tax Saver Direct Plan-growth | 29,075.8 | -0.23% | +2.81% | +2.21% | -1.63% | +10.68% | +7.71% |
| Axis Elss Tax Saver Fund-growth | 29,075.8 | -0.28% | +2.63% | +1.84% | -2.34% | +9.87% | +6.89% |
| Axis Elss Tax Saver Direct Plan-idcw | 29,075.8 | -0.23% | +2.81% | +2.21% | -1.63% | +10.68% | +7.71% |
| Axis Elss Tax Saver Fund-idcw | 29,075.8 | -0.28% | +2.63% | +1.84% | -2.34% | +9.87% | +6.89% |
| SBI Elss Tax Saver Fund Regular-growth | 28,441.4 | -1.28% | +1.28% | -0.55% | -2.38% | +15.73% | +15.87% |
| SBI Elss Tax Saver Fund Direct-growth | 28,441.4 | -1.23% | +1.44% | -0.23% | -1.76% | +16.50% | +16.62% |
| SBI Elss Tax Saver Fund Regular-idcw | 28,441.4 | -1.28% | +1.28% | -0.55% | -2.38% | +15.73% | +15.87% |
| SBI Elss Tax Saver Fund Direct Plan-idcw | 28,441.4 | -1.23% | +1.44% | -0.23% | -1.76% | +16.50% | +16.62% |
| Mirae Asset Elss Tax Saver Fund Direct-growth | 22,940.3 | -1.53% | +3.44% | +2.03% | +0.76% | +13.40% | +12.58% |
| Mirae Asset Elss Tax Saver Fund Regular-growth | 22,940.3 | -1.60% | +3.19% | +1.54% | -0.21% | +12.31% | +11.41% |
Top funds are based on Fund AUM
Top Equity Funds
| Fund name | ||||
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series Iv Direct-growth | ₹36.99 | +15.66% | +18.09% | — |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-growth | ₹32.20 | +15.50% | +17.99% | — |
| Sundaram Long Term Tax Advantage Fund Series Iii Direct-idcw | ₹30.65 | +15.50% | +17.99% | — |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-growth | ₹36.20 | +15.42% | +17.85% | — |
| Sundaram Long Term Tax Advantage Fund Series Iv Regular-idcw | ₹33.22 | +15.42% | +17.85% | — |
| Motilal Oswal Elss Tax Saver Fund Direct-growth | ₹63.22 | +21.90% | +17.77% | — |
| Motilal Oswal Elss Tax Saver Fund Direct-idcw | ₹39.08 | +21.90% | +17.77% | — |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-growth | ₹31.12 | +15.24% | +17.72% | — |
| Sundaram Long Term Tax Advantage Fund Series Iii Regular-idcw | ₹29.59 | +15.24% | +17.72% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 24 Jul 2026 | ₹33.98 |
| 23 Jul 2026 | ₹33.96 |
| 22 Jul 2026 | ₹34.22 |
| 21 Jul 2026 | ₹34.64 |
| 20 Jul 2026 | ₹34.58 |
| 17 Jul 2026 | ₹34.66 |
| 16 Jul 2026 | ₹34.98 |
| 15 Jul 2026 | ₹35.16 |
| 14 Jul 2026 | ₹34.87 |
| 13 Jul 2026 | ₹35.27 |
| 10 Jul 2026 | ₹35.18 |
| 09 Jul 2026 | ₹34.64 |
| 08 Jul 2026 | ₹34.01 |
| 07 Jul 2026 | ₹34.62 |
| 06 Jul 2026 | ₹34.60 |
| 03 Jul 2026 | ₹34.55 |
| 02 Jul 2026 | ₹34.66 |
| 01 Jul 2026 | ₹34.40 |
| 30 Jun 2026 | ₹34.13 |
| 29 Jun 2026 | ₹33.76 |
| 25 Jun 2026 | ₹34.01 |
| 24 Jun 2026 | ₹34.21 |
| 23 Jun 2026 | ₹34.28 |
| 22 Jun 2026 | ₹34.72 |
| 19 Jun 2026 | ₹34.58 |
| 18 Jun 2026 | ₹34.53 |
| 17 Jun 2026 | ₹34.35 |
| 15 Jun 2026 | ₹33.74 |
| 12 Jun 2026 | ₹33.08 |
| 11 Jun 2026 | ₹32.19 |
Portfolio Updated on: 25 Jul, 2026
Fund Growth & Size Analysis
+₹19.4 Cr
Since Launch
This Fund
Category Average
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Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw Returns Comparison
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Jan 1, 2026 – Feb 1, 2026
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Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw FAQ'S
- Sharpe Ratio: 0.63%
- Standard Deviation: 16.64%
- Beta: 0.97%
- Alpha: 3.41%
Additional important ratios:
As of Tue Mar 31, 2026, the total assets managed under Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw stand at approximately ₹ 19.4 crore.
The Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw has delivered the following short-term performance:
- 3 Months Return: 6.99%
- 6 Months Return: 14.11%
The historical growth of the Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw is reflected through its CAGR returns:
- 3 Year CAGR: 15.66%
- 5 Year CAGR: 18.09%
- Return Since Launch: 17.59%
The portfolio of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw is distributed across different asset classes as follows:
- Equity: 96.24%
- Other Assets: 3.76%
The Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw is managed by Dwijendra Srivastava, representing Sundaram Mutual Fund.
The Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw investments are allocated across market caps in the following manner:
- Large Cap Stocks: 1.00%
- Mid Cap Stocks: 1.00%
- Small Cap Stocks: 1.00%
Top stock holdings of Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw include:
- Aster DM Healthcare Ltd – represents 1.00% of the portfolio
- MTAR Technologies Ltd – represents 1.00% of the portfolio
- MTAR Technologies Ltd – represents 1.00% of the portfolio
- Aster DM Healthcare Ltd – represents 1.00% of the portfolio
- Aster DM Healthcare Ltd – represents 1.00% of the portfolio
- Aster DM Healthcare Ltd – represents 6.26% of the portfolio
- Aster DM Healthcare Ltd – represents 6.26% of the portfolio
- Aster DM Healthcare Ltd – represents 7.38% of the portfolio
- Aster DM Healthcare Ltd – represents 6.30% of the portfolio
- Aster DM Healthcare Ltd – represents 6.30% of the portfolio
Major sector exposures in Sundaram Long Term Tax Advantage Fund Series Iv Direct-idcw are:
- Financial – accounts for 224.70% of the portfolio
- Consumer Discretionary – accounts for 214.92% of the portfolio
- Industrials – accounts for 194.46% of the portfolio
- Materials – accounts for 159.59% of the portfolio
- Healthcare – accounts for 159.05% of the portfolio
