KYC is one time exercise with a SEBI registered intermediary while dealing in securities markets (Broker/ DP/ Mutual Fund etc.). | No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.   |   Prevent unauthorized transactions in your account – Update your mobile numbers / email ids with your stock brokers. Receive information of your transactions directly from exchange on your mobile / email at the EOD | Filing Complaint on SCORES - QUICK & EASY a) Register on SCORES b) Mandatory details for filing complaints on SCORE - Name, PAN, Email, Address and Mob. no. c) Benefits - speedy redressal & Effective communication   |   BSE Prices delayed by 5 minutes...<< Prices as on Aug 22, 2025 - 3:59PM >>  ABB India 5060.85  [ -1.55% ]  ACC 1820.05  [ -1.60% ]  Ambuja Cements 579.95  [ -1.29% ]  Asian Paints Ltd. 2504.2  [ -2.44% ]  Axis Bank Ltd. 1070.4  [ -0.82% ]  Bajaj Auto 8685  [ -0.01% ]  Bank of Baroda 240.45  [ -1.15% ]  Bharti Airtel 1932.9  [ 0.14% ]  Bharat Heavy Ele 218.55  [ 0.02% ]  Bharat Petroleum 316.5  [ -1.09% ]  Britannia Ind. 5572  [ -0.47% ]  Cipla 1591.1  [ -0.11% ]  Coal India 374.35  [ -1.02% ]  Colgate Palm. 2298.85  [ -2.17% ]  Dabur India 516.5  [ -0.10% ]  DLF Ltd. 763  [ -1.36% ]  Dr. Reddy's Labs 1277  [ 0.04% ]  GAIL (India) 176.6  [ -0.67% ]  Grasim Inds. 2814  [ -2.26% ]  HCL Technologies 1466.45  [ -1.77% ]  HDFC Bank 1964.75  [ -1.28% ]  Hero MotoCorp 4997.8  [ -1.95% ]  Hindustan Unilever L 2628.85  [ -0.72% ]  Hindalco Indus. 704.65  [ -0.40% ]  ICICI Bank 1436.2  [ -0.66% ]  Indian Hotels Co 789.05  [ -0.80% ]  IndusInd Bank 759.95  [ -0.99% ]  Infosys L 1487.6  [ -0.61% ]  ITC Ltd. 398.3  [ -1.84% ]  Jindal St & Pwr 997  [ -1.30% ]  Kotak Mahindra Bank 1983.7  [ -1.68% ]  L&T 3595.45  [ -0.59% ]  Lupin Ltd. 1975  [ 0.67% ]  Mahi. & Mahi 3400  [ 0.79% ]  Maruti Suzuki India 14375  [ 0.65% ]  MTNL 46.08  [ 0.39% ]  Nestle India 1160.15  [ -1.59% ]  NIIT Ltd. 112.2  [ -1.92% ]  NMDC Ltd. 70.16  [ -1.67% ]  NTPC 337.1  [ -0.52% ]  ONGC 236.3  [ -0.82% ]  Punj. NationlBak 105.5  [ -1.54% ]  Power Grid Corpo 283.35  [ -0.23% ]  Reliance Inds. 1409.3  [ -1.08% ]  SBI 816.5  [ -1.10% ]  Vedanta 444.3  [ -0.56% ]  Shipping Corpn. 216.3  [ 0.00% ]  Sun Pharma. 1642.9  [ 0.20% ]  Tata Chemicals 939.55  [ -0.09% ]  Tata Consumer Produc 1085.5  [ -0.22% ]  Tata Motors 680.25  [ -0.76% ]  Tata Steel 158.55  [ -1.83% ]  Tata Power Co. 385.9  [ -0.49% ]  Tata Consultancy 3053.65  [ -1.53% ]  Tech Mahindra 1502.5  [ -1.21% ]  UltraTech Cement 12614.7  [ -1.94% ]  United Spirits 1329.55  [ -0.53% ]  Wipro 248.6  [ -0.54% ]  Zee Entertainment En 123.45  [ 5.47% ]  
  • Share Prices
  • Tools
  • News
  • Company Details
  • Financial Data
  • Results
  • Key Financial Ratios
  • Reports
  • Corporate Announcements
  • Equity History

    • Mutual Fund

    Indian Indices
    • Loading....

    Global Indices
    • Loading....

    Forex
    • Loading....

    PORTFOLIO COMPOSITION

    • Search Scheme 
    Sundaram Long Term Tax Advantage Fund - Series IV
    Fund Sundaram Mutual Fund
    Category Equity - Tax Planning
    Type Closed Ended
    NAV(21/08/2025) 33.0068
    Percentage Returns
    1 Month Ago -2.24%
    3 Months Ago 6.29%
    1 Year Ago 0.82%
     
    Portfolio Details as on 31 Jul. 2025
    Company Name Sector Amount (Rs. Crs.) Percentage (%)
    Equity
    Aster DM Healthcare LtdHospitals & Medical Services 1.295.65
    Affle (IndiLtdEntertainment & Media 1.295.63
    Safari Industries (IndiLtdPackaging & Containers 1.185.18
    Sapphire Foods India LtdHotels, Resorts & Restaurants 0.954.17
    CSB Bank LtdFinance - Banks - Private Sector 0.944.10
    KSB LTDPumps 0.924.02
    Navin Fluorine International LtdChemicals - Others 0.893.88
    Laurus Labs LtdPharmaceuticals 0.833.61
    Green Panel Industries LtdPlywood/Laminates 0.823.59
    TVS Holdings LtdAuto Parts & Accessories 0.813.53
    Ujjivan Small Finance Bank LtdFinance - Banks - Private Sector 0.793.47
    KEI Industries LtdCables - Power/Others 0.763.34
    Multi Commodity Exchange of India LtdExchange Platform 0.743.23
    Procter & Gamble Health LtdPharmaceuticals 0.733.19
    JK Cement LtdCement 0.622.73
    Equitas Small Finance Bank LimitedFinance - Banks - Private Sector 0.602.62
    Angel One LtdFinance & Investments 0.522.26
    SIS LtdServices - Others 0.512.23
    Cholamandalam Financial Holdings LtdFinance & Investments 0.462.03
    PVR INOX LtdEntertainment & Media 0.451.95
    Rate Gain Travel Technologies LtdIT Consulting & Software 0.431.87
    RHI Magnesita India LtdRefractories 0.421.85
    JB Chemicals & Pharmaceuticals LtdPharmaceuticals 0.421.84
    Creditaccess Grameen LtdMicrofinance Institutions 0.421.82
    PNB Housing Finance LtdFinance - Housing 0.371.64
    Westlife Foodworld LtdHotels, Resorts & Restaurants 0.371.62
    Natco Pharma LtdPharmaceuticals 0.361.56
    Ganesha Ecosphere LtdTextiles - Processing/Texturising 0.351.54
    R Systems International LtdIT Consulting & Software 0.311.36
    Birlasoft LtdIT Consulting & Software 0.301.30
    Tata Steel LtdIron & Steel 0.291.28
    Grindwell Norton LtdAbrasives And Grinding Wheels 0.261.14
    The Phoenix Mills LtdRealty 0.210.90
    Butterfly Gandhimathi Appliances LtdDomestic Appliances 0.200.88
    Century Plyboards (IndiLtdPlywood/Laminates 0.200.88
    Can Fin Homes LtdFinance - Housing 0.190.83
    Brigade Enterprises LtdRealty 0.150.67
    Carborundum Universal LtdAbrasives And Grinding Wheels 0.140.60
    Equity
    MM Forgings LtdForgings 0.090.39
    Cash
    Cash & Other Net Current Assets 0.00-0.02
    TREPS 1.295.63
    Total22.8599.99

    Way2Wealth Brokers Private Limited - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 | Research Analyst: SEBI Regn No. INH200008705 | PMS: SEBI Regn No.INP000000829 | Register with AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

    Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

    Copyrights @ 2014 © Way2Wealth Brokers Pvt. Ltd. All rights reserved

    Designed, developed and content provided by  Dion

    Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances.