Sundaram Mutual Fund
ELSS · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 500 TRI
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth is an open-ended elss scheme managed by Sundaram Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +11.3% | +9.2% | +2.1% |
| 3 Years | +17.9% | +15.7% | +2.2% |
| Since inception | +17.9% | +15.0% | +2.9% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
18%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.91
Category avg beta 1.02.
Sharpe (risk-adjusted)
0.99
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-17.3%
Peak-to-trough NAV decline on modelled history.
3Y alpha
0%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| HDFC Bank Ltd. | Financial Services | 7.7% |
| Reliance Industries Ltd. | Energy | 7.3% |
| ICICI Bank Ltd. | Financial Services | 13.5% |
| Infosys Ltd. | Information Technology | 14.5% |
| Tata Consultancy Services Ltd. | Information Technology | 13.5% |
| Larsen & Toubro Ltd. | Construction | 11.8% |
| Bharti Airtel Ltd. | Telecommunication | 11% |
| Axis Bank Ltd. | Financial Services | 11% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2015
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor S
2026-07-15
Wish rolling returns were longer — still better than PDF brochures.
Investor R
2026-04-15
Good ELSS context without pushing products.
Investor Q
2026-05-15
Compare tray makes advisor conversations faster.
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth
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