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

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NAV: ₹ 34.5878 ↑ 0.09%
[as on 30 April, 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 30 April, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth 2.39% 0.09% 1.34% 17.3% 6.45% 18.25% 19.66% 22.88% 19.45%-
Parag Parikh ELSS Tax Saver Fund- Regular Growth -7.75% -0.29% -0.66% 6.23% -4.61% -3.56% 12.76% 14.66%--
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH -5.96% -0.69% -0.96% 9.15% -3.28% 2.2% 20.7% 18.5% 16.81% 14.82%
ICICI Prudential ELSS Tax Saver Fund - Growth -5.42% -0.64% -0.74% 8.62% -1.87% 1.77% 15.21% 13.69% 13.29% 13.2%
HDFC ELSS Tax saver - Growth Plan -8.62% -0.66% -1.53% 6.52% -6.29% -2.14% 17.41% 17.98% 14.16% 13.98%
Nippon India ELSS Tax Saver Fund-Growth Plan-Growth Option -1.7% -0.98% -1.07% 10.14% 0.61% 5.57% 17.29% 15.47% 12.57% 11.39%

Discrete returns (yearly)

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

Discrete returns (monthly)

MonthJul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026
Returns -1.24% -0.28% 0.06% 3.41% -0.41% -1.26% -4.86% -1.77% -9.4% 13.38%

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 15.68% 1.33%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
93.78% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 6.22%

Equity

NameSymbol / ISINSectorWeight %
Aster DM Healthcare LtdASTERDM (INE914M01019)Healthcare Services7.38%
TVS Holdings LtdTVSHLTD (INE105A01035)Finance5.05%
Affle (India) LtdAFFLE (INE00WC01027)It - Services4.92%
Ujjivan Small Finance Bank LtdUJJIVANSFB (INE551W01018)Banks4.66%
KSB LTDKSB (INE999A01023)Industrial Products4.51%
Safari Industries (India) LtdSAFARI (INE429E01023)Consumer Durables4.17%
CSB Bank LtdCSBBANK (INE679A01013)Banks3.92%
MTAR Technologies LtdMTARTECH (INE864I01014)Electrical Equipment3.79%
Zomato LtdETERNAL (INE758T01015)Retailing3.28%
KEI Industries LtdKEI (INE878B01027)Industrial Products3.21%
Procter & Gamble Health LtdPGHL (INE199A01012)Pharmaceuticals & Biotechnology3.07%
Equitas Small Finance Bank LimitedEQUITASBNK (INE063P01018)Banks2.70%
JB Chemicals & Pharmaceuticals LtdJBCHEPHARM (INE572A01036)Pharmaceuticals & Biotechnology2.53%
Green Panel Industries LtdGREENPANEL (INE08ZM01014)Consumer Durables2.47%
JK Cement LtdJKCEMENT (INE823G01014)Cement & Cement Products2.46%
Sapphire Foods India LtdSAPPHIRE (INE806T01020)Leisure Services2.34%
Angel One LtdINE732I01021Capital Markets2.34%
Rate Gain Travel Technologies LtdRATEGAIN (INE0CLI01024)It - Software2.20%
PVR INOX LtdPVRINOX (INE191H01014)Entertainment2.12%
SIS LtdSIS (INE285J01028)Other Consumer Services1.91%
Natco Pharma LtdNATCOPHARM (INE987B01026)Pharmaceuticals & Biotechnology1.89%
Cholamandalam Financial Holdings LtdCHOLAHLDNG (INE149A01033)Finance1.73%
PNB Housing Finance LtdPNBHOUSING (INE572E01012)Finance1.48%
Brigade Enterprises LtdBRIGADE (INE791I01019)Realty1.47%
RHI Magnesita India LtdRHIM (INE743M01012)Industrial Products1.47%
Landmark Cars LtdLANDMARK (INE559R01029)Automobiles1.41%
Birlasoft LtdBSOFT (INE836A01035)It - Software1.30%
Westlife Foodworld LtdWESTLIFE (INE274F01020)Leisure Services1.27%
Shivalik Bimetal Controls LtdSBCL (INE386D01027)Industrial Products1.26%
Amber Enterprises India LtdAMBER (INE371P01015)Consumer Durables1.19%
Grindwell Norton LtdGRINDWELL (INE536A01023)Industrial Products1.18%
Neogen Chemicals LtdNEOGEN (INE136S01016)Chemicals & Petrochemicals1.17%
Can Fin Homes LtdCANFINHOME (INE477A01020)Finance1.03%
Century Plyboards (India) LtdCENTURYPLY (INE348B01021)Consumer Durables0.99%
Aavas Financiers LtdAAVAS (INE216P01012)Finance0.94%
R Systems International LtdRSYSTEMS (INE411H01032)It - Services0.90%
Ganesha Ecosphere LtdGANECOS (INE845D01014)Textiles & Apparels0.89%
Venus Pipes & Tubes LtdVENUSPIPES (INE0JA001018)Industrial Products0.88%
EID Parry India LtdEIDPARRY (INE126A01031)Food Products0.88%
Butterfly Gandhimathi Appliances LtdBUTTERFLY (INE295F01017)Consumer Durables0.86%
Carborundum Universal LtdCARBORUNIV (INE120A01034)Industrial Products0.59%

Debt

NameRatingWeight %
Portfolio data is as on date 31 March, 2026

NAV history

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

DateNAV% change
30 April, 202634.5878 0.09%
29 April, 202634.5564 0.99%
28 April, 202634.2189 -0.69%
27 April, 202634.4571 1.79%
24 April, 202633.8505 -0.82%
23 April, 202634.1314 -0.64%
22 April, 202634.3504 0.71%
21 April, 202634.1090 1.35%
20 April, 202633.6540 -0.38%
17 April, 202633.7821 1.17%
16 April, 202633.3902 0.29%
15 April, 202633.2951 2.32%
13 April, 202632.5410 -0.15%
10 April, 202632.5899 1.68%
9 April, 202632.0510 -0.24%
8 April, 202632.1275 3.92%
7 April, 202630.9157 0.37%
6 April, 202630.8006 0.92%
2 April, 202630.5210 0.05%
1 April, 202630.5071 3.46%
31 March, 202629.4863 0%
30 March, 202629.4871 -1.63%
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

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 34.5878 as on 30 April, 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 2.39% as on 30 April, 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 18.25% as on 30 April, 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 19.66% as on 30 April, 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 22.88% as on 30 April, 2026.