NAV on (05 Jun 2026 )
₹33.12 ▲
(+0.40%)
Fund Size
₹22.63 Crores
1Y Returns
10.16 %
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.
Sundaram Asset Management Company Ltd.
Launch Date
March 27, 2018
Fund Manager
Mr. Rohit Seksaria
Initial Price
10
AUM Fund
22.63 Cr
Min investment
Rs 500
Expense Ratio
0.98%
Nil
1 Month
+1.08%
6 Months
+5.51%
1 Year
+10.16%
2 Years (CAGR)
+9.69%
3 Years (CAGR)
+15.57%
5 Years (CAGR)
+18.13%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 20.35% | 20.68% | ₹436.98 | |
| 17.15% | 55.58% | ₹49.5 | |
| 17.15% | 55.58% | ₹49.5 | |
| 16.79% | 54.07% | ₹49.5 | |
| 16.79% | 54.07% | ₹49.5 |
Q: What is the current NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW?
A: The latest NAV of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW is ₹ 33.12 as on 05 Jun 2026.
Q: What type of mutual fund is Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW?
A: Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW is a 'Equity - Tax Planning' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW?
A: The expense ratio of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW is 0.98%, which impacts overall returns.
Q: Who manages Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW?
A: Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW is managed by Mr. Rohit Seksaria, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW a good investment?
A: Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW?
A: The exit load of Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW is Nil, applicable if redeemed within the specified period.
Q: How is Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - IDCW taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
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