Compiled by Rupeestop LLP, SEBI RIA INA000022701. NAV as on 18 Aug 2026. Factsheet Jun 2026. About · Disclosures
Sundaram Long Term Tax Advantage Fund Series Iv
Sundaram Asset Management Company Ltd₹38.3613
As on 18 Aug 2026
Vs category
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 year | +14.75% | — | — |
| 3 year | +16.50% | — | — |
| 5 year | +19.66% | — | — |
- Sharpe
- 0.64
- Std dev
- 18.54%
- Beta
- 1.04
Returns
From NAVs through 18 Aug 2026
Calendar years
Rolling 1-year · 51 overlapping windows
Fund facts
Fund details from the Jun 2026 factsheet
Where the money is invested
Split by asset type.
By asset type
What the fund holds
44 holdings · portfolio as on 30 May 2026
- 7.29%MTAR Technologies LtdIndustrials
- 6.79%Aster DM Healthcare Ltd Ordinary SharesHealthcare
- 4.26%Ujjivan Small Finance Bank Ltd Ordinary SharesFinancial Services
- 4.2%Affle 3i LtdCommunication Services
- 4.15%TVS Holdings LtdConsumer Cyclical
- 3.79%KSB LtdIndustrials
- 3.71%Safari Industries (India) LtdConsumer Cyclical
- 3.54%KEI Industries LtdIndustrials
- 3.5%Treps
- 3.44%CSB Bank Ltd Ordinary SharesFinancial Services
Concentration
Risk and quality measures
How steady the returns have been.
Return quality
Risk
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SIP illustration
₹5,000/mo × 10 years at this fund's 3Y CAGR. Illustration, not a forecast. SIP calculator
FAQ
What is Sundaram Long Term Tax Advantage Fund Series Iv NAV today?
- The latest NAV of Sundaram Long Term Tax Advantage Fund Series Iv is ₹38.3613 as on 18 Aug 2026.
How has Sundaram Long Term Tax Advantage Fund Series Iv performed vs its category?
- 1-year return +14.75%. Past performance does not guarantee future returns.
What are the returns of Sundaram Long Term Tax Advantage Fund Series Iv?
- Trailing returns from published NAVs: 1 year +14.75%, 3 year +16.50% a year, 5 year +19.66% a year, since our first NAV +22.77% a year. Past performance does not guarantee future returns.
How would a SIP in Sundaram Long Term Tax Advantage Fund Series Iv have been illustrated?
- The SIP illustration on this page uses ₹5,000 a month for 10 years at this fund's 3-year annualised return of +16.50%. It is not a forecast.
What is the ISIN of Sundaram Long Term Tax Advantage Fund Series Iv?
- The ISIN for Sundaram Long Term Tax Advantage Fund Series Iv is INF903JA1CZ6.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance does not guarantee future returns and is not an indicator of future results.
Figures on this page come from published NAVs and the scheme's monthly factsheet. They are for information only and are not investment advice or a recommendation to buy or sell any scheme.