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Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)

ELSS • CLOSE
NAV as of May 21, 2026
₹35.03
1 day change
Returns since inception
17.25%
CAGR
AUM (Fund size)
₹23 Cr
NAV: ₹ 35.03
as on May 21, 2026
Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)

Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) Overview

AUM (Fund size) ₹ 23 Cr
Expense ratio 1.18 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period 10 Days
Benchmark BSE 500 TRI
Min. investment SIP: ₹100    Lumpsum: ₹500
Age 8 yrs 1 m since Mar 27, 2018
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Industrial Products
13.09%
Banks
11.29%
Finance
10.23%
Consumer Durables
9.68%
Pharmaceuticals & Biotech
7.49%

Top Holdings

Aster DM Health. 7.38%
TREPS 6.18%
TVS Holdings 5.05%
Affle 3i 4.92%
Ujjivan Small 4.66%
KSB 4.51%
Safari Inds. 4.17%
CSB Bank 3.92%
MTAR Technologie 3.79%
Eternal 3.28%

Scheme Information

Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) was launched on 27/03/2018. The fund manages ₹23 Cr in assets. Its current expense ratio is 1.18%.

Fund Manager: Rohit Seksaria

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FAQs on Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)

The current expense ratio of Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) is 1.18%.

The AUM of Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) is ₹23 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹35.03.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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