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    Scheme Snapshot

    • Search Scheme 
      Sundaram Long Term Tax Advantage Fund - Series IV
      Fund Sundaram Mutual Fund
      Category Equity - Tax Planning
      Type Closed Ended
      NAV(16/03/2026) 29.9322
      Percentage Returns
      1 Month Ago -8.85%
      3 Months Ago -9.58%
      1 Year Ago 10.96%
    Snapshot
    Inception Date 3/27/2018 Fund Manager Mr. Rohit Seksaria
    Initial Price 10.00 Min. Invest. Rs.500
    Objectives The investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.
    Entry Load Nil
    Exit Load Nil
    Trailing Returns
      1 Mth 3 Mths 1 Yr 3 Yrs
    Scheme-8.85-9.5810.9617.66
    Category-8.23-8.966.5151.66
    Sensex-9.34-10.842.279.42
    Nifty-8.85-9.484.5211.28
    NAV Chart
    Other Options
    Options NAV
    Growth29.9322 (16/03/2026)
    IDCW27.4676 (16/03/2026)
    Asset Allocation
    Holding DateValue (Rs. Cr.)
    28/02/202621.52
    31/01/202621.50
    31/12/202522.30
    30/11/202522.51
    31/10/202523.11
    Mutual Fund
    Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
    Email : ajithk@sundarammutual.com
    Web : https://www.sundarammutual.com
    Registrar
    KFIN Technologies Pvt. Ltd.

    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

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