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

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NAV: ₹ 34.0757 ↑ 0.26%
[as on 14 November, 2025]

NAV chart with SMA (Simple moving average) overlay

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Returns

NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth 6% 0.26% 0.49% 2.15% 5.19% 10.43% 20.33% 30.83% 19.8%-

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
92.57% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 7.43%

Equity

NameSymbol / ISINSectorWeight %QuantityQty change %
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services5.94%21323-
Affle (India) LtdAFFLE (INE00WC01027)It - Services5.69%6568-
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables5.49%5638-
KSB LTDKSB (INE999A01023)Industrial Products4.00%10955-
TVS Holdings LtdTVSHLTD (INE105A01035)Finance3.97%700-
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services3.93%30085-
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks3.69%178820-
CSB Bank LtdCSBBANK (INE679A01013)Banks3.68%22305-
Navin Fluorine International LtdNAVINFLUOR (INE048G01026)Chemicals & Petrochemicals3.61%1756-
KEI Industries LtdKEI (INE878B01027)Industrial Products3.59%1987-
Laurus Labs LtdLAURUSLABS (INE947Q01028)Pharmaceuticals & Biotechnology3.53%9440-
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology3.47%1238-
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables3.35%27896-
Multi Commodity Exchange of India LtdMCX (INE745G01035)Capital Markets3.32%958-
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.79%9732-
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products2.62%936-
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks2.57%101192-
PVR INOX LtdPVRINOX (INE191H01014)Entertainment2.13%4462-
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance2.06%2453-
SIS LtdSIS (INE285J01028)Other Consumer Services2.05%13188-
Angel One LtdANGELONE (INE732I01013)Capital Markets1.89%1988-
JB Chemicals & Pharmaceuticals LtdJBCHEPHARM (INE572A01036)Pharmaceuticals & Biotechnology1.81%2376-
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.65%8416-
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.56%5099-
PNB Housing Finance LtdPNBHOUSING (INE572E01012)Finance1.46%3800-
Tata Steel LtdTATASTEEL (INE081A01020)Ferrous Metals1.38%18454-
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.33%3747-
R Systems International LtdRSYSTEMS (INE411H01032)It - Services1.32%7431-
Grindwell Norton LtdGRINDWELL (INE536A01023)Industrial Products1.19%1691-
Birlasoft LtdBSOFT (INE836A01035)It - Software1.19%7579-
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels1.06%2030-14.56%
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.99%2745-
The Phoenix Mills LtdPHOENIXLTD (INE211B01039)Realty0.96%1390-
Butterfly Gandhimathi Appliances LtdBUTTERFLY (INE295F01017)Consumer Durables0.86%2810-
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance0.85%2512-
Carborundum Universal LtdCARBORUNIV (INE120A01034)Industrial Products0.61%1475-
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty0.61%1521-
MM Forgings LtdMMFL (INE227C01017)Auto Components0.36%2606-

Debt

NameRatingWeight %
Portfolio data is as on date 30 September, 2025

NAV (Net asset value) history

Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth - 30 days NAV history

DateNAV
14 November, 202534.0757
13 November, 202533.9876
12 November, 202533.8888
11 November, 202533.8337
10 November, 202533.9319
7 November, 202533.9101
6 November, 202533.9760
4 November, 202534.2353
3 November, 202534.4035
31 October, 202534.2004
30 October, 202534.3399
29 October, 202534.3025
28 October, 202534.2166
27 October, 202534.2914
24 October, 202534.0097
23 October, 202534.1477
20 October, 202534.0574
17 October, 202533.7503
16 October, 202533.7223
15 October, 202533.5812
14 October, 202533.3571
13 October, 202533.4753
10 October, 202533.5529
9 October, 202533.5428
8 October, 202533.4687
7 October, 202533.3362
6 October, 202533.3498
3 October, 202533.1981
1 October, 202533.0721
30 September, 202532.6610

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth?
    The latest NAV of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth is 34.0757 as on 14 November, 2025.
  • What are YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth are 6% as on 14 November, 2025.
  • What are 1 year returns of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth?
    The 1 year returns of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth are 10.43% as on 14 November, 2025.
  • What are 3 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth are 20.33% as on 14 November, 2025.
  • What are 5 year CAGR returns of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth are 30.83% as on 14 November, 2025.