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Enter a Single character of a Scheme :
25 Oct 2026 | 03:10 IST
Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)
Summary Info
Fund Name : Sundaram Mutual Fund
Scheme Name : Sundaram LT Tax Advantage Fund-Sr.IV (IDCW)
AMC : Sundaram Mutual Fund
Type : CLOSE
Category : Equity - Tax Planning
Launch Date : 27-Mar-18
Fund Manager : Rohit Seksaria
Net Assets:(Rs. cr) 21.58
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % 13.09 % NA
Date 13-Sep-23 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 0
Performance(%)
  1 Week
[%]		 1 Month
[%]		 3 Month
[%]		 6 Month
[%]		 1 Year
[%]		 3 Year
[%]		 5 Year
[%]		 Since INC
[%]
Scheme Returns -6.32 -11.99 -10.45 -5.09 -5.13 8.94 13.54 15.17
Category Avg -4.32 -7.34 -6.25 -4.41 -7.92 9.60 9.16 12.97
Category Best -2.35 -2.75 -2.94 2.94 0.21 18.17 14.90 21.84
Category Worst -7.05 -11.99 -10.45 -8.67 -14.16 -0.06 3.48 4.10
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0295 5.3147 0.4448 9.1829 0.0232
Holdings Date :30-Sep-26
Company Name% Hold
MTAR Technologie 7.64
Aster DM Quality 6.89
Affle 3i 4.60
Ujjivan Small 4.38
KSB 4.35
Eternal 4.11
TVS Holdings 3.93
Rategain Travel 3.84
Safari Inds. 3.73
Equitas Sma. Fin 3.23
CSB Bank 3.21
P & G Health Ltd 3.19
KEI Industries 3.17
Greenpanel Inds. 3.13
Sapphire Foods 2.96
Brigade Enterpr. 2.79
SIS 2.56
Angel One 2.52
J K Cements 2.20
PNB Housing 1.97
Venus Pipes 1.90
Landmark Cars 1.66
Chola Financial 1.58
Grindwell Norton 1.56
RHI Magnesita 1.50
Natco Pharma 1.44
Westlife Food 1.39
Elecon Engg.Co 1.23
EID Parry 1.19
Bandhan Bank 1.13
Amber Enterp. 1.09
Granules India 1.06
R Systems Intl. 0.96
Clean Science 0.96
Birlasoft Ltd 0.95
AAVAS Financiers 0.95
Ganesha Ecosphe. 0.94
Century Plyboard 0.87
Can Fin Homes 0.84
TREPS 2.34
Net CA & Others -0.10
TVS Motor Co. 0.15
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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