Fundalysisby DARKHORSESTOCKS

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.

AUM(Jun 2018 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202621.6−4.7%
Aug 202622.6−2.5%
Jul 202623.2+0.6%
Jun 202623.1+1.0%
May 202622.9+1.0%
Apr 202622.6+16.9%
Mar 202619.4−10.0%
Feb 202621.5+0.1%
Jan 202621.5−3.6%
Dec 202522.3−0.9%
Nov 202522.5−2.6%
Oct 202523.1+2.8%
AUM at month end, Sept 2026
₹22 Cr
−6.6% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Jun 2018 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20264.82%+0.22 pt
Jun 20264.60%+0.05 pt
Mar 20264.55%−0.01 pt
Dec 20254.56%+0.02 pt
Direct plans' share of AUM, Sept 2026
4.82%
+0.26 pt since Dec 2025
Fig. 2.Sundaram Long Term Tax Advantage Fund Series IV's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.73%−4.75%––−4.24%
3 months *
−5.53%−5.58%––−4.08%
6 months *
+8.81%+8.70%––+2.67%
1 year
+4.07%+3.86%−5.42%+9.49 pt−2.45%
3 years
+11.51%+11.28%+9.17%+2.34 pt+10.93%
5 years
+15.01%+14.78%+8.22%+6.79 pt+10.56%
Since launch
+16.57%+16.26%+12.24%+4.33 pt+14.32%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI.