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

Last Closing Share Price
Day Range
Year Range
Market Value INR
Net Dividend Yield
Bid/Ask
— / —
Last Actual NAV
Last Actual NAV Date
Estimated NAV
Z-Statistic 1 Yr (Ex Par)
Latest Disc/Prem
Total Dist. Rate (Share Price)

Morningstar’s Analysis

This investment is not currently covered by a Morningstar analyst. If this investment was previously under analyst coverage, you can find the archived analyses in the Archive.
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We're committed to covering those investments that are most relevant to investors and that hold a significant portion of industry assets. An investment that we do not cover now may become a stronger candidate for coverage in the future if it becomes more relevant to investors because of increased assets under management, a new manager, a new strategy, improved risk-adjusted performance or a change at the parent firm. Investments with suspended coverage or that have never been covered are often those that are both smaller in size and are less widely held by our customers.

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment (Price)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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Investment (NAV)
N/A
N/A
N/A
N/A
-7.82
17.51
68.39
5.24
50.22
12.22
N/A
Category (NAV)
N/A
N/A
N/A
N/A
N/A
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N/A
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Index (Price)
-0.18
5.37
34.97
0.82
10.38
17.92
29.11
5.67
24.48
14.72
N/A
Quartile Rank
Percentile Rank
# of Invest. in Cat.
Category Name


Asset Allocation

Stock Style

People

Inception Date
Jul 05, 2018
Number of Managers
2
Longest Tenure
6.3 Years
Average Tenure
4.9 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Apr 01, 2019 –Present
Jan 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
38 0
Bond Holding
0 0
Other Holding
2 0
Total Holding
40 0
Equity Holdings
38
Bond Holdings
0
Other Holdings
2
Total Holdings
40
% Assets in Top 10 Holdings
45
Reported Turnover %
9.88
As of 03 / 31 / 24
Women Directors %
20
Women Executives %
7
Holdings
% Portfolio Weight
First Bought
Market Value as of Jun 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
5.69 Sep 30, 2020 13,147,680
INR Indian Rupee
92.35 Financial Services
5.68 May 31, 2021 13,124,834
INR Indian Rupee
25.61 Communication Services
5.50 May 31, 2024 12,709,574
INR Indian Rupee
80.65 Healthcare
5.27 Feb 28, 2021 12,166,804
INR Indian Rupee
0.23 Consumer Cyclical
4.28 Nov 30, 2021 9,891,948
INR Indian Rupee
4.68 Consumer Cyclical
3.88 Aug 31, 2018 8,961,738
INR Indian Rupee
-13.98 Industrials
3.81 Mar 31, 2022 8,794,862
INR Indian Rupee
20.06 Financial Services
3.80 May 31, 2024 8,767,545
INR Indian Rupee
-1.39 Financial Services
3.67 Aug 31, 2018 8,464,096
INR Indian Rupee
42.61 Basic Materials
3.32 Jul 31, 2018 7,668,500
INR Indian Rupee
-8.15 Consumer Cyclical
Holdings as of Jun 30, 2025 | The top 40 largest holdings are available for display across Equity, Bond and Other.


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