Sundaram Long Term Tax Advantage Fund Series IV
Sundaram Mutual Fund · Closed-ended ELSS · Regular plan, growth option
NAV (₹), 1 Oct 2026
35.2783
1-day change
-1.43%
1Y return
6.7%
3Y CAGR
11.8%
5Y CAGR
15.9%
Max drawdown, 5Y
−22.2%
NAV history month-end NAV, ₹ · 5 Jul 2018 to 1 Oct 2026
Returns vs Closed-ended ELSS median (31 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -3.9% | -3.6% |
| 3 months | -3.7% | -3.7% |
| 6 months | 15.6% | 15.7% |
| Year to date | 4.9% | 4.3% |
| 1 year | 6.7% | 5.2% |
| 3 years (CAGR) | 11.8% | 10.9% |
| 5 years (CAGR) | 15.9% | 13.7% |
| 7 years (CAGR) | 21.8% | 20.9% |
| 10 years (CAGR) | n/a | 9.1% |
| Since first NAV (CAGR) | 16.5% | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 13.3% | 11.8% |
| 3Y rolling median | 23.4% | 20.6% |
| 3Y rolling worst | 11.8% | -0.5% |
| 3Y periods positive | 100% | 100% |
| 3Y periods ahead of benchmark | n/a | n/a |
| 5Y rolling median | 25.1% | 22.0% |
| 5Y rolling worst | 15.9% | 7.9% |
| 5Y periods ahead of benchmark | n/a | n/a |
Benchmark: none available in MFIC's free data for this category.
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 18.5% | 18.6% |
| Sharpe ratio | 0.30 | 0.23 |
| Sortino ratio | 0.49 | 0.38 |
| Beta | n/a | n/a |
| Alpha (ann.) | n/a | n/a |
| Upside capture | n/a | n/a |
| Downside capture | n/a | n/a |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −42.4% | −50.8% |
| Maximum drawdown, last 10Y | n/a | −38.0% |
| Maximum drawdown, last 5Y | −22.2% | −23.4% |
| Current drawdown | −6.9% | −6.4% |
| Recovery time of worst fall | 265 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Fund managers and scheme facts Scheme Summary Document via AMFI
| Fund manager | Role | Managing since |
|---|---|---|
| Rohit Seksaria | Comanage | 31 Dec 2021 |
Objective: the investment objective of the scheme is 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. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Stated asset allocation: Equity & Equity related securities*: 80- 100%; Fixed Income and money market securities: 0-20%
Benchmark (tier 1): S&P BSE 500 TRI
Minimum application: For both Regular and Direct Plan Rs 500/-
Allotment date: 29 Jun 2018
Documents: Scheme Information Document · Scheme Summary Document. Read the scheme documents before investing.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 1.23% | 1.23% |
| AUM, whole scheme (₹ crore) | 22 | 36 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|---|---|
| Return, 1 year (AMFI) | 9.6% | -2.3% TRI |
| Return, 3 years (AMFI) | 12.3% | 9.2% TRI |
| Return, 5 years (AMFI) | 16.3% | 8.9% TRI |
| Month-ends above category median (3Y CAGR) | 67% | 40% median |
| Month-ends in category top quartile (3Y) | 41% | 25% median |
| 7Y rolling CAGR, median (monthly windows) | 19.5% | 17.0% median |
Official benchmark: BSE 500 TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Closed-ended ELSS Regular plans; how it is calculated.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Benchmark | Difference |
|---|---|---|---|
| 2026 YTD | 4.9% | n/a | – |
| 2025 | 5.0% | n/a | – |
| 2024 | 12.2% | n/a | – |
| 2023 | 50.5% | n/a | – |
| 2022 | 5.2% | n/a | – |
| 2021 | 68.6% | n/a | – |
| 2020 | 17.5% | n/a | – |
| 2019 | -7.8% | n/a | – |
No free benchmark proxy for this category. The first year starts from the first 31 December in the scheme's history.
Monthly SIP of ₹10,000 first business day of each month, ending 1 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,24,349 | 6.8% |
| 3 years | ₹3,60,000 | ₹4,06,573 | 8.1% |
| 5 years | ₹6,00,000 | ₹8,52,951 | 14.0% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
Scheme facts
AMC: Sundaram Mutual Fund
Category: Closed-ended ELSS
Plan / option: Regular · Growth
AMFI scheme code: 143077
ISIN: INF903JA1CX1
First NAV in MFIC data: 5 Jul 2018
History: 8.2 years
Portfolio holdings: see the scheme's monthly portfolio disclosure on the fund house website
Schemes that behaved similarly correlation of monthly returns, last 5 years
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series IV | Closed-ended ELSS | 1.00 | 12.1% |
| Sundaram Long Term Tax Advantage Fund Series III | Closed-ended ELSS | 1.00 | 11.9% |
| Sundaram Long Term Tax Advantage Fund Series III | Closed-ended ELSS | 1.00 | 11.7% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI | Closed-ended ELSS | 1.00 | 11.0% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI | Closed-ended ELSS | 1.00 | 10.7% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV | Closed-ended ELSS | 0.99 | 10.8% |
Questions about Sundaram Long Term Tax Advantage Fund Series IV
- What is the latest NAV of Sundaram Long Term Tax Advantage Fund Series IV?
- The NAV of the Regular plan (growth option) was ₹35.2783 on 1 Oct 2026, as published by AMFI.
- Which category is Sundaram Long Term Tax Advantage Fund Series IV in?
- It is classified as Closed-ended ELSS in AMFI's daily NAV file. MFIC compares it with 31 Closed-ended ELSS schemes (Regular plans).
- What returns has Sundaram Long Term Tax Advantage Fund Series IV delivered?
- Over one year the NAV changed by 6.7%. The 3-year CAGR is 11.8% (category median 10.9%) and the 5-year CAGR is 15.9% (category median 13.7%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 23.4%, the lowest was 11.8%, and 100% of 3-year periods ended with a gain.
- What was the largest fall in Sundaram Long Term Tax Advantage Fund Series IV's NAV?
- The largest peak-to-trough fall in its available history was 42.4%; within the last five years it was 22.2% (category median 23.4%).
- How volatile is Sundaram Long Term Tax Advantage Fund Series IV?
- Its annualised standard deviation of monthly returns over the last 36 months is 18.5%, which is below the Closed-ended ELSS category median of 18.6%.
- What would a monthly SIP in Sundaram Long Term Tax Advantage Fund Series IV have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 5 years (60 instalments, ₹6,00,000 invested) would have been worth about ₹8,52,951 on 1 Oct 2026, an annualised return (XIRR) of 14.0%. This uses the Regular plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- What is the expense ratio (TER) of Sundaram Long Term Tax Advantage Fund Series IV?
- The total expense ratio of the Regular plan is 1.23% a year, as disclosed to AMFI (median of Closed-ended ELSS Regular plans: 1.23%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Sundaram Long Term Tax Advantage Fund Series IV?
- Assets under management of the whole scheme were ₹22 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Sundaram Long Term Tax Advantage Fund Series IV?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the benchmark of Sundaram Long Term Tax Advantage Fund Series IV and how has it compared?
- Its official benchmark is the BSE 500 TRI. Over 3 years AMFI reports a return of 12.3% for this plan against 9.2% for the benchmark total return index; over 5 years 16.3% against 8.9%. Past performance does not indicate future results.
- How often has Sundaram Long Term Tax Advantage Fund Series IV beaten its category?
- At 67% of the 63 month-ends compared over the last 10 years, its 3-year return was above the median of Closed-ended ELSS schemes (Regular plans); it was in the top quarter at 41% of them. A typical scheme would show about 50%.
- Who manages Sundaram Long Term Tax Advantage Fund Series IV?
- According to its Scheme Summary Document, Sundaram Long Term Tax Advantage Fund Series IV is managed by Rohit Seksaria (since 31 Dec 2021).
- What is the minimum investment in Sundaram Long Term Tax Advantage Fund Series IV?
- The minimum application amount is For both Regular and Direct Plan Rs 500/-.
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 1 Oct 2026. Category medians use Regular plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.