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Mutual Fund

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Scheme Snapshot

  • Search Scheme 
    Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan
    Fund Sundaram Mutual Fund
    Category Equity - Tax Planning
    Type Closed Ended
    NAV(28/04/2025) 30.2003
    Percentage Returns
    1 Month Ago 5.46%
    3 Months Ago 1.85%
    1 Year Ago 1.3%
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
Scheme7.629.2330.9121.05
Category3.484.446.4251.98
Sensex3.625.698.811.72
Nifty3.445.978.5112.15
NAV Chart
Other Options
Options NAV
Growth29.9179 (28/04/2025)
IDCW29.9190 (28/04/2025)
Asset Allocation
Holding DateValue (Rs. Cr.)
31/03/2025342.25
28/02/2025316.13
31/01/2025346.48
31/12/2024366.59
30/11/2024369.13
Mutual Fund
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : babamj@sundarammutual.com
Web : https://www.sundarammutual.com
Registrar
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