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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 · 1.22%Inception · 29-06-2018
NAV
₹NaN
0.00% · as of
Since inception
0.00%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹23 Cr
AUM
Expense ratio
1.22%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +0.00% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
MTAR TECHNOLOGIES LIMITED EQ7.29%
ASTER DM HEALTHCARE LIMITED EQ6.79%
UJJIVAN SMALL FINANCE BANK LIMITED EQ4.26%
AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-4.20%
SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/-4.15%
KSB Limited3.79%
SAFARI INDUSTRIES (INDIA) LIMITED EQ NEW FV RS. 2/-3.71%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-3.54%
TREPS3.50%
CSB BANK LIMITED EQ3.44%
Sector allocation
Financial Services23.21%
Capital Goods22.62%
Healthcare13.99%
Information Technology9.30%
Consumer Durables8.90%
Consumer Services6.42%
Chemicals2.38%
Services2.32%
Construction Materials2.12%
Media, Entertainment & Publication1.88%
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
₹413.76
1Y
+17.7%
3Y
+16.1%
5Y
+15.6%
Motilal Oswal ELSS Tax Saver Fund Reg Gr
₹58.23
1Y
+17.3%
3Y
+22.2%
5Y
+17.4%
JM ELSS Tax Saver Fund Gr
₹53.22
1Y
+11.4%
3Y
+16.5%
5Y
+14.8%
Tata ELSS FundGrReg Plan
₹47.82
1Y
+11.2%
3Y
+13.1%
5Y
+12.8%
HSBC ELSS Tax Saver Fund Reg Gr
₹144.43
1Y
+10.3%
3Y
+17.2%
5Y
+13.6%
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