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

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NAV: ₹ 34.0574 ↑ 0.91%
[as on 20 October, 2025]

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Returns

NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth 5.94% 0.91% 1.74% 0.13% 0.48% 1.35% 20.58% 31.81% 20.05%-

Portfolio

Asset allocation

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

Equity

NameSectorWeight %
Aster DM Healthcare LtdHealthcare Services5.94%
Affle (India) LtdIt - Services5.69%
Safari Industries (India) LtdConsumer Durables5.49%
KSB LTDIndustrial Products4.00%
TVS Holdings LtdFinance3.97%
Sapphire Foods India LtdLeisure Services3.93%
Ujjivan Small Finance Bank LtdBanks3.69%
CSB Bank LtdBanks3.68%
Navin Fluorine International LtdChemicals & Petrochemicals3.61%
KEI Industries LtdIndustrial Products3.59%
Laurus Labs LtdPharmaceuticals & Biotechnology3.53%
Procter & Gamble Health LtdPharmaceuticals & Biotechnology3.47%
Green Panel Industries LtdConsumer Durables3.35%
Multi Commodity Exchange of India LtdCapital Markets3.32%
Rate Gain Travel Technologies LtdIt - Software2.79%
JK Cement LtdCement & Cement Products2.62%
Equitas Small Finance Bank LimitedBanks2.57%
PVR INOX LtdEntertainment2.13%
Cholamandalam Financial Holdings LtdFinance2.06%
SIS LtdOther Consumer Services2.05%
Angel One LtdCapital Markets1.89%
JB Chemicals & Pharmaceuticals LtdPharmaceuticals & Biotechnology1.81%
RHI Magnesita India LtdIndustrial Products1.65%
Westlife Foodworld LtdLeisure Services1.56%
PNB Housing Finance LtdFinance1.46%
Tata Steel LtdFerrous Metals1.38%
Natco Pharma LtdPharmaceuticals & Biotechnology1.33%
R Systems International LtdIt - Services1.32%
Grindwell Norton LtdIndustrial Products1.19%
Birlasoft LtdIt - Software1.19%
Ganesha Ecosphere LtdTextiles & Apparels1.06%
Century Plyboards (India) LtdConsumer Durables0.99%
The Phoenix Mills LtdRealty0.96%
Butterfly Gandhimathi Appliances LtdConsumer Durables0.86%
Can Fin Homes LtdFinance0.85%
Carborundum Universal LtdIndustrial Products0.61%
Brigade Enterprises LtdRealty0.61%
MM Forgings LtdAuto Components0.36%

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
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
29 September, 202532.5879
26 September, 202532.6715
25 September, 202533.3501
24 September, 202533.3442
23 September, 202533.5229
22 September, 202533.6982
19 September, 202534.0148
18 September, 202533.8104
17 September, 202533.8793
16 September, 202533.7628
15 September, 202533.6093
12 September, 202533.6285
11 September, 202533.6329
10 September, 202533.4639
9 September, 202533.2391
8 September, 202532.9579

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 34.0574 as on 20 October, 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 5.94% as on 20 October, 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 1.35% as on 20 October, 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 20.58% as on 20 October, 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 31.81% as on 20 October, 2025.