Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
NAV as on 17-04-2025
₹ 29.66
▲0.8%
1D
Inception Returns
17.3%
/yr
Historical NAV & Returns
About Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth is an equity fund. This fund was started on 5 July, 2018. The fund is managed by Rohit Seksaria, Sudhir Kedia. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Long Term Tax Advantage Fund Series IV Direct Growth has ₹20 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.2.
Returns
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth has given a CAGR return of 17.34% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.64%, 16.72% and 33.26% respectively.
Holdings
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Communication, Tech, Real Estate. Its top holdings are Safari Industries (India) Ltd, Affle India Ltd, Multi Commodity Exchange of India Ltd, Aster DM Healthcare Ltd Ordinary Shares, Sapphire Foods India Ltd
Taxation
As it is a elss (tax savings) mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. There is a lock in period for Sundaram Long Term Tax Advantage Fund Series IV Direct Growth of 3 Years
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Overview
| Expense ratio | 1.17% |
Benchmark | BSE 500 TRI |
| AUM | ₹20 Cr |
| Inception Date | 5 July, 2018 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | 3 Years |
TurnOver | 9.88% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (17-Apr-25)
Fund Distribution
as on (31-Mar-25)
- This fund’s returns stands at 4.47% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 2.78% in Mar'25
- AUM of the fund stands at 19.7 Cr as of Mar'25
- AUM increased by 0.7 Cr between Mar'25 and Feb'25
Top 3 Sectors in March were Financial Services, Consumer Cyclical & Industrial
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Safari Industries (India) Ltd | 5.67% | 0% | |
 Affle India Ltd | 5.37% | 0% | |
 Multi Commodity Exchange of India Ltd | 5.29% | 0% | |
 Aster DM Healthcare Ltd Ordinary Shares | 5.24% | 0% | |
 Sapphire Foods India Ltd | 4.5% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth | 1.64% | 16.72% | 33.26% | 17.34% |
 LIC MF ELSS Tax Saver -Direct Plan Growth Option | 17.32% | 15.43% | 23.11% | 15.03% |
 DSP ELSS Tax Saver Fund Direct Plan Growth | 17.15% | 18.85% | 28.1% | 18.11% |
 SBI Long Term Equity Fund Direct Growth | 9.01% | 23.27% | 29.53% | 16.53% |
Top Growth Drivers | 1M Return |
|---|---|
 Aster DM Healthcare Ltd | 16.3% |
 Multi Commodity Exchange of India Ltd | 10.8% |
 Affle India Ltd | 8.8% |
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹20 Cr
Expense Ratio 1.17%
More funds from Sundaram
5Y CAGR
▲ 29.61
5Y CAGR
▲ 30.48
5Y CAGR
▲ 23.01
5Y CAGR
▲ 33.18
Frequently Asked Questions for Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 8.36% | 8.36% |
6 Month Returns | -13.22% | -13.22% |
1 Year Returns | 1.64% | 1.64% |
3 Years Returns | 59% | 16.72% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth | -2.21 | 3.41 | 9.48 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth | 1.06 | 0.9 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth | -0.09 | 0.61 | 1.47 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth | 19.51 | 16.34 | 18.25 |