Advertisement

Sundaram Long Term Tax Advantage Fund Series IV Regular Transfer of Income Distr cum Capital Wtdrwl




Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
39 0
Bond Holding
0 0
Other Holding
1 1
Total Holding
40 1
Equity Holdings
39
Bond Holdings
0
Other Holdings
1
Total Holdings
40
% Assets in Top 10 Holdings
43
Reported Turnover %
9.88
As of 03 / 31 / 24
Women Directors %
21
Women Executives %
6
Holdings
% Portfolio Weight
First Bought
Market Value as of Jul 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Aster DM Healthcare Ltd Ordinary Shares
5.65 May 31, 2024 12,898,283
INR Indian Rupee
58.04 — — — Healthcare
Affle 3i Ltd
5.63 May 31, 2021 12,860,144
INR Indian Rupee
26.90 — — — Communication Services
Safari Industries (India) Ltd
5.18 Feb 28, 2021 11,829,652
INR Indian Rupee
-15.28 — — — Consumer Cyclical
Sapphire Foods India Ltd
4.17 Nov 30, 2021 9,524,911
INR Indian Rupee
1.13 — — — Consumer Cyclical
CSB Bank Ltd Ordinary Shares
4.10 Mar 31, 2022 9,372,561
INR Indian Rupee
24.94 — — — Financial Services
KSB Ltd
4.02 Aug 31, 2018 9,186,863
INR Indian Rupee
-13.63 — — — Industrials
Navin Fluorine International Ltd
3.88 Aug 31, 2018 8,863,937
INR Indian Rupee
41.41 — — — Basic Materials
Laurus Labs Ltd
3.61 Jun 30, 2019 8,253,864
INR Indian Rupee
95.20 — — — Healthcare
Greenpanel Industries Ltd Ordinary Shares
3.59 May 31, 2021 8,197,240
INR Indian Rupee
-21.99 — Momentum — — Basic Materials
TVS Holdings Ltd
3.53 Jul 31, 2018 8,066,800
INR Indian Rupee
-18.71 — — — Consumer Cyclical
Holdings as of Jul 31, 2025 | The top 40 largest holdings are available for display across Equity, Bond and Other.


STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

About Us

Connect With Us

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top