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

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NAV: ₹ 29.9767 ↓ -1.35%
[as on 27 March, 2026]

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Returns

CAGR returns till date

CAGR returns of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth and its peers as on 27 March, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth -11.26% -1.35% -0.14% -7.89% -10.53% 6.84% 17.52% 20.74% 17%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -11.31% -1.42% -1.49% -6.93% -11.4% -6.43% 13.42% 14.37%--
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -11.9% -2.01% -1.51% -10.03% -11.13% -2.4% 20.42% 17.45% 15.95% 14.33%
ICICI Prudential ELSS Tax Saver Fund - Growth -9.31% 2.01% -1.48% -7.74% -9.06% 0.81% 15.49% 13.27% 13.06% 13.06%
HDFC ELSS Tax saver - Growth Plan -12.26% -1.85% -1.1% -10.07% -11.59% -2.18% 17.86% 17.38% 13.69% 13.81%
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option -8.57% -2% -1.35% -7.79% -8.32% 1.29% 16.59% 14.22% 11.85% 10.94%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns--- -8.14% 18.4% 68.19% 5.36% 49.6% 12.54% 5.09%

Discrete returns (monthly)

MonthMay 2025Jun 2025Jul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026
Returns 8.2% 6% -1.24% -0.28% 0.06% 3.41% -0.41% -1.26% -4.86% -1.77%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns 12.36% -7.82%

Portfolio

Asset allocation

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

Equity

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

Debt

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

NAV history

Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
27 March, 202629.9767 -1.35%
25 March, 202630.3879 2.23%
24 March, 202629.7238 1.98%
23 March, 202629.1462 -2.9%
20 March, 202630.0182 -0.53%
19 March, 202630.1786 -2.31%
18 March, 202630.8929 2.72%
17 March, 202630.0737 0.47%
16 March, 202629.9322 -0.31%
13 March, 202630.0238 -2.53%
12 March, 202630.8017 -0.87%
11 March, 202631.0725 -0.54%
10 March, 202631.2417 1.64%
9 March, 202630.7372 -2.07%
6 March, 202631.3879 0.07%
5 March, 202631.3648 0.6%
4 March, 202631.1779 -2.32%
2 March, 202631.9171 -1.93%
27 February, 202632.5453 -1.02%
26 February, 202632.8796 0.74%
25 February, 202632.6365 0.38%
24 February, 202632.5127 -1.34%
23 February, 202632.9544 0.61%
20 February, 202632.7553 -0.32%
19 February, 202632.8602 -1.05%
18 February, 202633.2103 -0.08%
17 February, 202633.2358 1.21%
16 February, 202632.8377 -0.14%
13 February, 202632.8834 -2.14%
12 February, 202633.6029

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 29.9767 as on 27 March, 2026.
  • 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 -11.26% as on 27 March, 2026.
  • 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 6.84% as on 27 March, 2026.
  • 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 17.52% as on 27 March, 2026.
  • 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 20.74% as on 27 March, 2026.