Mutual Fund
Mutual Fund

Scheme Snapshot
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Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan

Fund : Sundaram Mutual Fund
Category : Equity - ELSS
Type : Closed Ended
NAV(18/09/2026) 37.3439
Percentage Returns :
1 Month Ago : -2.65%
3 Months Ago : -0.62%
1 Year Ago : 8.27%
Snapshot
Inception Date 27/03/2018 Fund Manager Mr. Rohit Seksaria
Initial Price 10.00 Min. Invest. ₹ 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
Scheme Plan Growth
Scheme Class Equity - ELSS
Scheme Type Closed Ended
Trailing Returns
Type 1 Mth(in %) 3 Mths(in %) 1 Yr(in %) 3 Yrs(in %)
Scheme-2.65-0.628.2713.66
Category-2.080.24-0.635.95
Sensex-3.81-4.02-10.53.2
Nifty-3.35-3.4-8.175.06
NAV Chart
Other Options
OptionsNAV(₹)
Growth37.3439 (18/09/2026)
IDCW34.3108 (18/09/2026)
Scheme Size
Holding DateValue (₹ Cr)
31/08/202622.64
31/07/202623.22
30/06/202623.09
31/05/202622.86
30/04/202622.63
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
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