Scheme

Sundaram Long Term Tax Advantage Fund Series IV

Holds 39 companies worth ₹21.1 Cr in Sept 2026.

Fund house
SundaramThe fund house that runs this scheme.
AUM
₹21.6 CrSundaram Long Term Tax Advantage Fund Series IV's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 4.7% on Aug 2026, ₹22.6 Cr.
Largest holding
Mtar Technologies LimitedMtar Technologies Limited is 7.6% of this scheme's NAV.
Fund manager
Rohit SeksariaRuns its co-manager part since 31 Dec 2021, as the fund house dates it.

Holdings^{(Jul 2018 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	39 companies ·	₹ Cr
	Mtar Technologies Limited	1.7
	Aster DM Healthcare Limited	1.5
	Affle 3i Limited	0.99
	Ujjivan Small Finance Bank Limited	0.95
	KSB Limited	0.94
	Eternal Limited	0.89
	TVS Holdings Limited	0.85
	Rategain Travel Technologies Limited	0.83
	Safari Industries India Limited	0.81
	Equitas Small Finance Bank Limited	0.7
	CSB Bank Limited	0.69
	Procter Gamble Health Limited	0.69
	KEI Industries Limited	0.68
	Greenpanel Industries Limited	0.68
	Sapphire Foods India Limited	0.64
	Brigade Enterprises Ltd	0.6
	Security and Intelligence Services India Limited	0.55
	Angel One Limited	0.54
	JK Cement	0.48
	PNB Housing Finance Limited	0.43
	Venus Pipes And Tubes Limited	0.41
	Landmark Cars Limited	0.36
	Cholamandalam Financial Holdings Limited	0.34
	Grindwell Norton Limited	0.34
	Orient Refractories Limited	0.32
	Natco Pharma	0.31
	IIFL Securities Ltd	0.3
	Elecon Engineering Co Ltd	0.26
	EIDPARRY	0.26
	Bandhan Bank Limited	0.24
	Amber Enterprises India Limited	0.24
	Granules India Limited	0.23
	R Systems International Limited	0.21
	Clean Science and Technology Limited	0.21
	Birlasoft Limited	0.21
	Aavas Financiers Limited	0.21
	Ganesha Ecosphere Limited	0.2
	Century Plyboards India Limited	0.19
	Can Fin Homes Limited	0.18

Mtar Technologies Limited
Aster DM Healthcare Limited

Market value of each ticked company in Sundaram Long Term Tax Advantage Fund Series IV, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Mtar Technologies Limited	Aster DM Healthcare Limited
Sept 2025	₹0 Cr	₹1.3 Cr
Oct 2025	₹0 Cr	₹1.5 Cr
Nov 2025	₹0.54 Cr	₹1.4 Cr
Dec 2025	₹0.51 Cr	₹1.3 Cr
Jan 2026	₹0.62 Cr	₹1.2 Cr
Feb 2026	₹0.81 Cr	₹1.4 Cr
Mar 2026	₹0.73 Cr	₹1.4 Cr
Apr 2026	₹1.4 Cr	₹1.5 Cr
May 2026	₹1.7 Cr	₹1.6 Cr
Jun 2026	₹1.6 Cr	₹1.7 Cr
Jul 2026	₹1.2 Cr	₹1.8 Cr
Aug 2026	₹1.5 Cr	₹1.6 Cr
Sept 2026	₹1.7 Cr	₹1.5 Cr

Fig. 1.Market value of each ticked company in Sundaram Long Term Tax Advantage Fund Series IV, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	1	4.11

Mid Cap	3	12.26

Small Cap	35	81.24

Cash & others		2.39

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Mtar Technologies Limited	Equity	Electrical Equipment	2.12K	1.7	7.64
Aster DM Healthcare Limited	Equity	Healthcare Services	21.3K	1.5	6.89
Affle 3i Limited	Equity	IT - Services	6.57K	0.99	4.60
Ujjivan Small Finance Bank Limited	Equity	Banks	1.4L	0.95	4.38
KSB Limited	Equity	Industrial Products	11K	0.94	4.35
Eternal Limited	Equity	Retailing	27.7K	0.89	4.11
TVS Holdings Limited	Equity	Finance	700	0.85	3.93
Rategain Travel Technologies Limited	Equity	IT - Software	9.73K	0.83	3.84
Safari Industries India Limited	Equity	Consumer Durables	5.64K	0.81	3.73
Equitas Small Finance Bank Limited	Equity	Banks	1.01L	0.7	3.23
CSB Bank Limited	Equity	Banks	22.3K	0.69	3.21
Procter Gamble Health Limited	Equity	Pharmaceuticals & Biotechnology	1.24K	0.69	3.19
KEI Industries Limited	Equity	Industrial Products	1.54K	0.68	3.17
Greenpanel Industries Limited	Equity	Consumer Durables	42.2K	0.68	3.13
Sapphire Foods India Limited	Equity	Leisure Services	30.1K	0.64	2.96
Brigade Enterprises Ltd	Equity	Realty	10.4K	0.6	2.79
Security and Intelligence Services India Limited	Equity	Other Consumer Services	13.2K	0.55	2.56
Angel One Limited	Equity	Capital Markets	19.9K	0.54	2.52
JK Cement	Equity	Cement & Cement Products	936	0.48	2.20
PNB Housing Finance Limited	Equity	Finance	3.8K	0.43	1.97
Venus Pipes And Tubes Limited	Equity	Industrial Products	1.91K	0.41	1.90
Landmark Cars Limited	Equity	Automobiles	7.53K	0.36	1.66
Cholamandalam Financial Holdings Limited	Equity	Finance	2.45K	0.34	1.58
Grindwell Norton Limited	Equity	Industrial Products	1.69K	0.34	1.56
Orient Refractories Limited	Equity	Industrial Products	8.42K	0.32	1.50
Natco Pharma	Equity	Pharmaceuticals & Biotechnology	3.75K	0.31	1.44
IIFL Securities Ltd	Equity	Leisure Services	5.1K	0.3	1.39
Elecon Engineering Co Ltd	Equity	Electrical Equipment	5.74K	0.26	1.23
EIDPARRY	Equity	Food Products	3.74K	0.26	1.19
Bandhan Bank Limited	Equity	Banks	13.7K	0.24	1.13
Amber Enterprises India Limited	Equity	Consumer Durables	353	0.24	1.09
Granules India Limited	Equity	Pharmaceuticals & Biotechnology	2.71K	0.23	1.06
R Systems International Limited	Equity	IT - Services	7.43K	0.21	0.96
Clean Science and Technology Limited	Equity	Chemicals & Petrochemicals	2.6K	0.21	0.96
Birlasoft Limited	Equity	IT - Software	7.58K	0.21	0.95
Aavas Financiers Limited	Equity	Finance	1.7K	0.21	0.95
Ganesha Ecosphere Limited	Equity	Textiles & Apparels	2.03K	0.2	0.94
Century Plyboards India Limited	Equity	Consumer Durables	2.75K	0.19	0.87
Can Fin Homes Limited	Equity	Finance	2.51K	0.18	0.84

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.