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Sundaram LT Tax Adv Fund-Sr IV-Reg(G)

very highequity
35.40 0.49(1.41%) NAV as on 06 May 2026
14.94 % 1 M
22.04 % 1 Y
20.11 % 3 Y

FUND OBJECTIVE

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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

NA

As on
age-icon Age :

7 yrs 10 m

Since 29 06 ,2018
exit_load Exit Load :

%

aum AUM :

19.36 Crs

lock_in Lock-in :

investing_style Investing Style :
Portfolio_book_value Portfolio Price To Book Value :

NA

Min_Investment Min. Investment :

SIP & Lumpsum

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Rohit Seksaria

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2026
Others 6.22 %
Equity 93.78 %

TOP HOLDINGS

Aster DM Healthcare Ltd.7.38 %
TVS Holdings Ltd.5.05 %
Affle 3i Ltd.4.92 %
Ujjivan Small Finance Bank Ltd.4.66 %
KSB Ltd.4.51 %
See All Holding

ALLOCATION BY MARKET CAP

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 30-Mar-2026)18.0318.9327.2628.0929.49
Net Assets(Rs Crores) (as on 30-Mar-2026) 23.58 18.80 22.78 19.67 19.36
Scheme Returns(%)(Absolute)49.483.9842.900.605.08
B'mark Returns(%)(Absolute)NANANANANA
Category Rank6/668/6116/6348/614/57

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Sundaram LT Tax Adv Fund-Sr IV-Reg(G)Very HighEquity35.400.49(1.41%)NAV As on 06 May, 202629-Jun-2018Inception Date19.36AUM In Cr.22.04%1Y20.11%3Y22.58%5Y17.46%Since Inception