Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth

Nav: ₹ 33.7423 ↑ 1.26%
[as on 1 October, 2025]

Nav chart with SMA (Simple moving average) overlay

SMA (Simple Moving Average)

  • 100 SMA
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Returns

NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth 3.04% 1.26% 1.26% 1.33% -1.09% -2.32% 19.77% 31.36% 19.69%-

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
94.50% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 5.50%

Equity

NameSectorWeight %
Aster DM Healthcare LtdHealthcare Services5.75%
Affle (India) LtdIt - Services5.62%
Safari Industries (India) LtdConsumer Durables5.42%
Sapphire Foods India LtdLeisure Services4.41%
KSB LTDIndustrial Products4.06%
TVS Holdings LtdFinance3.73%
Navin Fluorine International LtdChemicals & Petrochemicals3.69%
Laurus Labs LtdPharmaceuticals & Biotechnology3.63%
CSB Bank LtdBanks3.63%
Procter & Gamble Health LtdPharmaceuticals & Biotechnology3.54%
Ujjivan Small Finance Bank LtdBanks3.42%
KEI Industries LtdIndustrial Products3.40%
Green Panel Industries LtdConsumer Durables3.38%
Multi Commodity Exchange of India LtdCapital Markets3.18%
JK Cement LtdCement & Cement Products2.92%
Equitas Small Finance Bank LimitedBanks2.28%
PVR INOX LtdEntertainment2.24%
Rate Gain Travel Technologies LtdIt - Software2.23%
SIS LtdOther Consumer Services2.13%
Creditaccess Grameen LtdFinance2.09%
Angel One LtdCapital Markets1.97%
Cholamandalam Financial Holdings LtdFinance1.90%
JB Chemicals & Pharmaceuticals LtdPharmaceuticals & Biotechnology1.84%
RHI Magnesita India LtdIndustrial Products1.79%
Westlife Foodworld LtdLeisure Services1.64%
R Systems International LtdIt - Services1.54%
Natco Pharma LtdPharmaceuticals & Biotechnology1.45%
Ganesha Ecosphere LtdTextiles & Apparels1.42%
PNB Housing Finance LtdFinance1.28%
Tata Steel LtdFerrous Metals1.28%
Birlasoft LtdIt - Software1.25%
Grindwell Norton LtdIndustrial Products1.19%
The Phoenix Mills LtdRealty0.94%
Century Plyboards (India) LtdConsumer Durables0.92%
Butterfly Gandhimathi Appliances LtdConsumer Durables0.92%
Can Fin Homes LtdFinance0.81%
Brigade Enterprises LtdRealty0.63%
Carborundum Universal LtdIndustrial Products0.60%
MM Forgings LtdAuto Components0.37%

Debt

NameRatingWeight %
Portfolio data is as on date 31 August, 2025

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth?
    The latest NAV of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth is 33.7423 as on 1 October, 2025.
  • What are YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth?
    The YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth are 3.04% as on 1 October, 2025.
  • What are 1 year returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth?
    The 1 year returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth are -2.32% as on 1 October, 2025.
  • What are 3 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth are 19.77% as on 1 October, 2025.
  • What are 5 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth are 31.36% as on 1 October, 2025.