Sundaram Long Term Tax Advantage Fund Series Iv Regular Plan - Payout Of Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 1.4
Risk: Very High
ELSS
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 27-03-2018
Exit Load: Nil
Fund Size:₹22.23 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund9.60%
Cat. Avg.6.78%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Aster DM Healthcare Ltd | 1.32 | 5.90% |
| 2 | TREPS | 1.28 | 5.76% |
| 3 | Safari Industries (India) Ltd | 1.23 | 5.50% |
| 4 | Affle (India) Ltd | 1.18 | 5.30% |
| 5 | CSB Bank Ltd | 1.02 | 4.59% |
| 6 | TVS Holdings Ltd | 0.96 | 4.33% |
| 7 | Ujjivan Small Finance Bank Ltd | 0.95 | 4.25% |
| 8 | KEI Industries Ltd | 0.89 | 3.97% |
| 9 | KSB LTD | 0.83 | 3.71% |
| 10 | Sapphire Foods India Ltd | 0.77 | 3.47% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 27404 | +9.6% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 12 Feb, 26 | 1 L. | 1.10 L. | +9.6% | N/A |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.