What is the NAV of Sundaram LT Tax Adv Fund-Sr IV?
The Current NAV of Sundaram LT Tax Adv Fund-Sr IV is ₹33.21, as of 13th June 2025What are the returns of Sundaram LT Tax Adv Fund-Sr IV?
The Sundaram LT Tax Adv Fund-Sr IV has been there since 1st January 1970- 1 Year Returns: 2.03
- 3 Year Returns: 26.11
- 5 Year Returns: 35.03
What are the top 5 sectors holdings of Sundaram LT Tax Adv Fund-Sr IV?
The top sectors Sundaram LT Tax Adv Fund-Sr IV has invested in are as for 1st 01 1970 are as follows -- Investment Banking & Brokerage | 10.59%
- Private Banks | 10.20%
- IT Services & Consulting | 9.84%
- Pharmaceuticals | 7.72%
- Industrial Machinery | 6.02%
What are the top 5 holdings Sundaram LT Tax Adv Fund-Sr IV?
The top 5 holdings for Sundaram LT Tax Adv Fund-Sr IV are- Safari Industries (India) Ltd | 5.96%
- Multi Commodity Exchange of India Ltd | 5.73%
- TREPS | 5.55%
- Aster DM Healthcare Ltd | 5.46%
- Affle 3i Ltd | 5.22%
What is the asset allocation of Sundaram LT Tax Adv Fund-Sr IV?
The Sundaram LT Tax Adv Fund-Sr IV is a plan that invests- Equity | 94.38%
- Cash & Equivalents | 5.62%
How to invest in Sundaram LT Tax Adv Fund-Sr IV?
If you wish to invest in Sundaram LT Tax Adv Fund-Sr IV Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Sundaram LT Tax Adv Fund-Sr IV
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Sundaram LT Tax Adv Fund-Sr IV is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Sundaram LT Tax Adv Fund-Sr IV?
The AUM of Sundaram LT Tax Adv Fund-Sr IV is 20.35 Cr as of 13th June 2025What is the expense ratio of Sundaram LT Tax Adv Fund-Sr IV Plan?
The expense ratio of Sundaram LT Tax Adv Fund-Sr IV Plan is 1.18How to exit Sundaram LT Tax Adv Fund-Sr IV?
If you have invested in Sundaram LT Tax Adv Fund-Sr IV, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Sundaram LT Tax Adv Fund-Sr IV Plan?
There is a lock in period of 3 for Sundaram LT Tax Adv Fund-Sr IVWhat is the alpha of Sundaram LT Tax Adv Fund-Sr IV?
The alpha ratio for the Sundaram LT Tax Adv Fund-Sr IV is -0.96
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Sundaram LT Tax Adv Fund-Sr IV?
The volatility or standard deviation for the Sundaram LT Tax Adv Fund-Sr IV is 17.35
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Sundaram LT Tax Adv Fund-Sr IV?
The sharpe ratio for the Sundaram LT Tax Adv Fund-Sr IV is -0.03
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Sundaram LT Tax Adv Fund-Sr IV?
The Sortino ratio for the Sundaram LT Tax Adv Fund-Sr IV is -0.00
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Sundaram LT Tax Adv Fund-Sr IV?
The PE ratio (price-to-earnings) of the Sundaram LT Tax Adv Fund-Sr IV is 49.22 while category PE ratio is 41.071. Test MF FAQ for Mutual Fund Sundaram LT Tax Adv Fund-Sr IV Shares?
The Current NAV of Sundaram LT Tax Adv Fund-Sr IV is ₹33.21, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Sundaram LT Tax Adv Fund-Sr IV Plan?
There is a lock in period of 3 for Sundaram LT Tax Adv Fund-Sr IV
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Sundaram LT Tax Adv Fund-Sr IV Direct Growth
Growth
33.210.08% (-0.03)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Sundaram LT Tax Adv Fund-Sr IV Performance & Key Metrics
Sundaram LT Tax Adv Fund-Sr IV Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.18 | 17.35 | -0.03 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.39 | 15.39 | 0.12 |
Sundaram LT Tax Adv Fund-Sr IV Scheme InfoSundaram LT Tax Adv Fund-Sr IV Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 3 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| BSE 500 |
About Equity Linked Savings Scheme (ELSS)
About Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Sundaram LT Tax Adv Fund-Sr IV Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Sundaram LT Tax Adv Fund-Sr IV Peers & Comparison
Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram LT Tax Adv Fund-Sr IV | 2.03% | 26.11% | 18.81% |
| Axis ELSS Tax Saver Fund | 5.90% | 18.42% | 17.14% |
| SBI Long Term Equity Fund | 5.06% | 29.74% | 16.82% |
| Mirae Asset ELSS Tax Saver Fund | 8.10% | 21.22% | 19.56% |
Sundaram LT Tax Adv Fund-Sr IV Returns Comparison
Compare Sundaram LT Tax Adv Fund-Sr IV with any MF, ETF, stock or indexCompare Sundaram LT Tax Adv Fund-Sr IV with any MF, ETF, stock or index
Sundaram LT Tax Adv Fund-Sr IV
Hmm, looks like data is unavailable here. Please come back after some timeSundaram LT Tax Adv Fund-Sr IV Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Sundaram LT Tax Adv Fund-Sr IV Asset Allocation
Sundaram LT Tax Adv Fund-Sr IV Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
Sundaram LT Tax Adv Fund-Sr IV Sector Distribution
Sundaram LT Tax Adv Fund-Sr IV Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
Sundaram LT Tax Adv Fund-Sr IV Sector Weightage
Sundaram LT Tax Adv Fund-Sr IV Sector Weightage
Investment Banking & Brokerage
Investment Banking & Brokerage as a % of total holdings for last six quarters
Sundaram LT Tax Adv Fund-Sr IV Current Holdings
Sundaram LT Tax Adv Fund-Sr IV Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
5.96 %
-0.39 %Holdings
5.73 %
0.57 %Holdings
5.46 %
0.93 %
AMC Profile of Sundaram LT Tax Adv Fund-Sr IV
AMC Profile of Sundaram LT Tax Adv Fund-Sr IV
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
39
Total AUM
₹ 68,696.37 Cr.
Sundaram LT Tax Adv Fund-Sr IV Manager Details
Sundaram LT Tax Adv Fund-Sr IV Manager Details
Sundaram LT Tax Adv Fund-Sr IV Manager Profile
Sundaram LT Tax Adv Fund-Sr IV Manager Profile
Rohit Seksaria
AUM: ₹16,026.45 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (32)
Equity (26)
1.61%
1.61%
25.64%
25.64%
1.41%
1.41%
2.51%
2.51%
25.66%
25.66%
1.42%
1.42%
Growth
16.05%
16.05%
22.80%
22.80%
1.89%
1.89%
2.58%
2.58%
25.12%
25.12%
1.41%
1.41%
4.94%
4.94%
18.15%
18.15%
1.38%
1.38%
1.82%
1.82%
25.47%
25.47%
1.44%
1.44%
1.21%
1.21%
25.29%
25.29%
1.43%
1.43%
1.82%
1.82%
25.82%
25.82%
1.40%
1.40%
9.44%
9.44%
25.77%
25.77%
2.10%
2.10%
Growth
5.11%
5.11%
26.11%
26.11%
1.94%
1.94%
4.66%
4.66%
17.45%
17.45%
2.20%
2.20%
4.65%
4.65%
19.15%
19.15%
2.22%
2.22%
-0.16%
-0.16%
20.33%
20.33%
1.08%
1.08%
1.84%
1.84%
25.91%
25.91%
1.18%
1.18%
2.77%
2.77%
25.98%
25.98%
1.18%
1.18%
1.93%
1.93%
25.61%
25.61%
1.33%
1.33%
Growth
17.38%
17.38%
24.29%
24.29%
0.75%
0.75%
2.80%
2.80%
25.40%
25.40%
1.19%
1.19%
1.41%
1.41%
25.52%
25.52%
1.25%
1.25%
5.17%
5.17%
18.41%
18.41%
1.17%
1.17%
Growth
6.26%
6.26%
27.53%
27.53%
0.86%
0.86%
5.22%
5.22%
18.11%
18.11%
1.68%
1.68%
5.21%
5.21%
19.82%
19.82%
1.71%
1.71%
0.32%
0.32%
20.90%
20.90%
0.61%
0.61%
10.90%
10.90%
27.57%
27.57%
0.78%
0.78%
2.03%
2.03%
26.11%
26.11%
1.18%
1.18%
Sundaram LT Tax Adv Fund-Sr IV Manager Performance (0)
Sundaram LT Tax Adv Fund-Sr IV Manager Performance (0)
Equity: Equity Linked Savings Scheme (ELSS)
Sundaram LT Tax Adv Fund-Sr IV Tax Implications
Sundaram LT Tax Adv Fund-Sr IV Tax Implications
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Sundaram LT Tax Adv Fund-Sr IV Review & Opinions
Sundaram LT Tax Adv Fund-Sr IV Review & Opinions
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Gains are treated as long-term capital gains and taxed at 10%