Sundaram Long Term Tax Advantage Fund Sr IV
The scheme seeks 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.
Growthvine rating: 4/5 — ranked #7 of 57 in category.
Fund basics
| Category | Equity: ELSS |
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| NAV | ₹35.28 (as of 2026-10-01) |
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| AUM | ₹0 Cr |
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| Expense ratio | 0.00% |
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| Riskometer | Very High |
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| Fund manager | Rohit Seksaria |
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| Exit load | 0 |
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Performance & risk
| 5-year annualised return | 15.89% |
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| Sharpe ratio | 0.5 |
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| Standard deviation | 18.22% |
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| Max drawdown | −42.44% |
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| Alpha | 1.84 |
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| Beta | 1.05 |
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Over 5 years, captured 106.9% of Nifty 500's upside and 70.2% of its downside.
Market cap allocation
| Large cap | 4.2% |
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| Mid cap | 13.7% |
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| Small cap | 82.1% |
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Concentration
| Top 5 holdings | 26.7% |
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| Top 10 holdings | 46.3% |
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| Total holdings | 39 |
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| Index overlap | 2.4% |
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| Active share | 97.6% |
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Top holdings
- Aster DM Healthcare Limited — 7.1%
- MTAR Technologies Limited — 6.6%
- TREPS — 4.9%
- AFFLE 3I LIMITED — 4.6%
- Ujjivan Small Finance Bank Limited — 4.3%
- TVS Holdings Limited — 4.1%
- RateGain Travel Technologies Limited — 4.0%
- Eternal Limited — 4.0%
- KSB LIMITED — 3.9%
- KEI Industries Ltd. — 3.9%
Top sectors
- Industrial Products — 13.6%
- Banking & Financial — 13.5%
- Software & Services — 10.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 4.9% | Q1 (Top) | #5 of 52 |
| 2025 | 5.0% | Q2 | #18 of 51 |
| 2024 | 12.2% | Q4 (Bottom) | #45 of 51 |
| 2023 | 50.5% | Q1 (Top) | #1 of 48 |
| 2022 | 5.2% | Q2 | #13 of 43 |