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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 · 1.23%Inception · 29-06-2018
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
11.85%
CAGR
Fund size
₹22 Cr
AUM
Expense ratio
1.23%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +11.85%.
Portfolio
Where the money is invested
Top holdings
ASTER DM HEALTHCARE LIMITED EQ7.24%
MTAR TECHNOLOGIES LIMITED EQ6.98%
UJJIVAN SMALL FINANCE BANK LIMITED EQ4.57%
KSB Limited4.55%
SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/-4.15%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-4.04%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-3.89%
RATEGAIN TRAVEL TECHNOLOGIES LIMITED EQ NEW FV RE .1/-3.79%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-3.61%
PROCTER & GAMBLE HEALTH LIMITED EQ3.39%
Sector allocation
Financial Services23.68%
Capital Goods23.18%
Healthcare12.14%
Information Technology9.53%
Consumer Durables9.02%
Consumer Services6.62%
Services2.37%
Realty2.27%
Construction Materials2.21%
Media, Entertainment & Publication1.86%
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
Quant ELSS Tax Saver Gr Reg Plan
₹397.61
1Y
+7.6%
3Y
+12.9%
5Y
+11.8%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹55.88
1Y
+6.4%
3Y
+18.9%
5Y
+15.0%
JM ELSS Tax Saver Fund Reg Gr
₹50.84
1Y
+3.3%
3Y
+13.7%
5Y
+11.0%
Bank Of India ELSS Tax Saver Eco Gr
₹173.15
1Y
+1.5%
3Y
+10.5%
5Y
+8.6%
HSBC ELSS Tax Saver Fund Reg Gr
₹137.06
1Y
+1.3%
3Y
+14.1%
5Y
+10.5%
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