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Sundaram Mutual Fund · Equity: ELSS
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth
the investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
EquityBenchmark · S&P BSE 500 TRITER · 1.18%Inception · 29-06-2018
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
0.00%
CAGR
Fund size
₹0 Cr
AUM
Expense ratio
1.18%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +0.00%.
Portfolio
Where the money is invested
Top holdings
ASTER DM HEALTHCARE LIMITED EQ7.38%
TREPS6.18%
SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/-5.05%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-4.92%
UJJIVAN SMALL FINANCE BANK LIMITED EQ4.66%
KSB Limited4.51%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-4.17%
CSB BANK LIMITED EQ3.92%
MTAR TECHNOLOGIES LIMITED EQ3.79%
ZOMATO LIMITED EQ3.28%
Sector allocation
Financial Services23.85%
Capital Goods16.89%
Healthcare14.87%
Consumer Durables9.68%
Information Technology9.32%
Consumer Services6.89%
Construction Materials2.46%
Media, Entertainment & Publication2.12%
Chemicals2.05%
Services1.91%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.0% p.a.₹10,000
10 years
Projected value
₹23,23,391
Invested: ₹12,00,000
Gained: ₹11,23,391
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
R
Rohit Seksaria
Manager since fund inception data not available
ISIN & identifiers
AMFI code
143077
ISIN (Growth)
INF903JA1CX1
ISIN (Div Re-inv)
—
Status
Close Ended Schemes
Peers
Other Equity: ELSS funds
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹54.31
1Y
+11.0%
3Y
+24.1%
5Y
+19.9%
Quant ELSS Tax Saver Gr
₹387.09
1Y
+10.2%
3Y
+18.0%
5Y
+16.4%
Edelweiss ELSS Tax Saver Reg Gr
₹111.53
1Y
+4.9%
3Y
+15.0%
5Y
+13.6%
BANK OF INDIA ELSS Tax Saver ECO Gr
₹175.34
1Y
+4.5%
3Y
+16.4%
5Y
+15.2%
Bank of India ELSS Tax Saver Reg Gr
₹161.75
1Y
+4.2%
3Y
+16.1%
5Y
+14.8%
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