Scheme

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

Sundaram Mutual Fund · ELSSNAV 34.1135 on 03 Nov 20261Y -2.83%3Y 9.38%5Y 13.57%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Very High

Benchmark riskometer

Very High

Inception
29 Jun 2018
Fund managers
Rohit Seksaria (since 01 Apr 2019)
Benchmark
BSE 500 TRI
Regular expense
1%
Direct expense
0.8%
Portfolio turnover
19.2
Exit load
Nil
Standard deviation
18.2%
Beta
1.1
Sharpe
0.5

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
Aster DM Healthcare Ltd7.1%
MTAR Technologies Ltd6.6%
Affle Ltd4.6%
Ujjivan Small Finance Bank Ltd4.3%
Rate Gain Travel Technologies Ltd4%
Eternal Ltd4%
KSB LTD3.9%
KEI Industries Ltd3.9%
Safari Industries Ltd3.8%