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

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NAV: ₹ 33.4714 ↓ -0.89%
[as on 5 December, 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 4.12% -0.89% -1.17% -2.23% 2.03% 0.8% 18.94% 27.46% 19.38%-

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
94.76% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 5.24%

Equity

NameSymbol / ISINSectorWeight %QuantityQty change %
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services6.26%21323-
Affle (India) LtdAFFLE (INE00WC01027)It - Services5.49%6568-
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables5.21%5638-
TVS Holdings LtdTVSHLTD (INE105A01035)Finance4.60%700-
Navin Fluorine International LtdNAVINFLUOR (INE048G01026)Chemicals & Petrochemicals4.32%1756-
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks4.01%178820-
CSB Bank LtdCSBBANK (INE679A01013)Banks3.99%22305-
Laurus Labs LtdLAURUSLABS (INE947Q01028)Pharmaceuticals & Biotechnology3.90%9440-
Multi Commodity Exchange of India LtdMCX (INE745G01035)Capital Markets3.83%958-
KSB LTDKSB (INE999A01023)Industrial Products3.75%10955-
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services3.72%30085-
KEI Industries LtdKEI (INE878B01027)Industrial Products3.47%1987-
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables3.44%27896-
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology3.30%1238-
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.69%9732-
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products2.52%936-
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks2.50%101192-
PVR INOX LtdPVRINOX (INE191H01014)Entertainment2.33%4462-
Angel One LtdANGELONE (INE732I01013)Capital Markets2.14%1988-
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance2.03%2453-
SIS LtdSIS (INE285J01028)Other Consumer Services1.90%13188-
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.74%8416-
JB Chemicals & Pharmaceuticals LtdJBCHEPHARM (INE572A01036)Pharmaceuticals & Biotechnology1.73%2376-
PNB Housing Finance LtdPNBHOUSING (INE572E01012)Finance1.53%3800-
Tata Steel LtdTATASTEEL (INE081A01020)Ferrous Metals1.46%18454-
R Systems International LtdRSYSTEMS (INE411H01032)It - Services1.37%7431-
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.33%3747-
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.31%5099-
Grindwell Norton LtdGRINDWELL (INE536A01023)Industrial Products1.24%1691-
Birlasoft LtdBSOFT (INE836A01035)It - Software1.22%7579-
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels1.07%2030-
The Phoenix Mills LtdPHOENIXLTD (INE211B01039)Realty1.01%1390-
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance0.94%2512-
Butterfly Gandhimathi Appliances LtdBUTTERFLY (INE295F01017)Consumer Durables0.92%2810-
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.90%2745-
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty0.68%1521-
Carborundum Universal LtdCARBORUNIV (INE120A01034)Industrial Products0.57%1475-
MM Forgings LtdMMFL (INE227C01017)Auto Components0.34%2606-

Debt

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

NAV (Net asset value) history

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

DateNAV
5 December, 202533.4714
4 December, 202533.7733
3 December, 202533.8945
2 December, 202533.9793
1 December, 202534.0618
28 November, 202533.8666
27 November, 202534.0078
26 November, 202534.2587
25 November, 202533.7720
24 November, 202533.7330
21 November, 202533.5814
20 November, 202534.0122
19 November, 202534.0197
18 November, 202534.1295
17 November, 202534.3771
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

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 33.4714 as on 5 December, 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 4.12% as on 5 December, 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 0.8% as on 5 December, 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 18.94% as on 5 December, 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 27.46% as on 5 December, 2025.