Nav: ₹ 33.0721 ↑ 1.26%
[as on 1 October, 2025]
Nav chart with SMA (Simple moving average) overlay
SMA (Simple Moving Average)
Returns
Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
---|
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth | 2.88% | 1.26% | 1.26% | 1.32% | -1.14% | -2.52% | 19.49% | 31.06% | 19.38% | - |
Portfolio
Asset allocation
Equity | Debt | Realestate | Commodities | Cash & Equivalents |
---|
94.50% |
0.00% (Arbitrage: 0.00%) |
0.00% |
0.00% |
5.50% |
Equity
Name | Sector | Weight % |
---|
Aster DM Healthcare Ltd | Healthcare Services | 5.75% |
Affle (India) Ltd | It - Services | 5.62% |
Safari Industries (India) Ltd | Consumer Durables | 5.42% |
Sapphire Foods India Ltd | Leisure Services | 4.41% |
KSB LTD | Industrial Products | 4.06% |
TVS Holdings Ltd | Finance | 3.73% |
Navin Fluorine International Ltd | Chemicals & Petrochemicals | 3.69% |
Laurus Labs Ltd | Pharmaceuticals & Biotechnology | 3.63% |
CSB Bank Ltd | Banks | 3.63% |
Procter & Gamble Health Ltd | Pharmaceuticals & Biotechnology | 3.54% |
Ujjivan Small Finance Bank Ltd | Banks | 3.42% |
KEI Industries Ltd | Industrial Products | 3.40% |
Green Panel Industries Ltd | Consumer Durables | 3.38% |
Multi Commodity Exchange of India Ltd | Capital Markets | 3.18% |
JK Cement Ltd | Cement & Cement Products | 2.92% |
Equitas Small Finance Bank Limited | Banks | 2.28% |
PVR INOX Ltd | Entertainment | 2.24% |
Rate Gain Travel Technologies Ltd | It - Software | 2.23% |
SIS Ltd | Other Consumer Services | 2.13% |
Creditaccess Grameen Ltd | Finance | 2.09% |
Angel One Ltd | Capital Markets | 1.97% |
Cholamandalam Financial Holdings Ltd | Finance | 1.90% |
JB Chemicals & Pharmaceuticals Ltd | Pharmaceuticals & Biotechnology | 1.84% |
RHI Magnesita India Ltd | Industrial Products | 1.79% |
Westlife Foodworld Ltd | Leisure Services | 1.64% |
R Systems International Ltd | It - Services | 1.54% |
Natco Pharma Ltd | Pharmaceuticals & Biotechnology | 1.45% |
Ganesha Ecosphere Ltd | Textiles & Apparels | 1.42% |
PNB Housing Finance Ltd | Finance | 1.28% |
Tata Steel Ltd | Ferrous Metals | 1.28% |
Birlasoft Ltd | It - Software | 1.25% |
Grindwell Norton Ltd | Industrial Products | 1.19% |
The Phoenix Mills Ltd | Realty | 0.94% |
Century Plyboards (India) Ltd | Consumer Durables | 0.92% |
Butterfly Gandhimathi Appliances Ltd | Consumer Durables | 0.92% |
Can Fin Homes Ltd | Finance | 0.81% |
Brigade Enterprises Ltd | Realty | 0.63% |
Carborundum Universal Ltd | Industrial Products | 0.60% |
MM Forgings Ltd | Auto Components | 0.37% |
Debt
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 Regular Plan - Growth?
The latest NAV of Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth is 33.0721 as on 1 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 2.88% as on 1 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 -2.52% as on 1 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 19.49% as on 1 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 31.06% as on 1 October, 2025.