← Sundaram Mutual Fund

Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
39
Aug 2026
Equity Holdings
₹21.75 Cr
Equity only, excl. debt & cash
AAUM
₹16.78 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.7%
Moderate
Top 10 Weight
46.3%
Moderate
Changes
39
1 new · 1 exits
Top Sector
Industrial Products
13.6% of portfolio
Launch Date
27 Mar 2018
8 years old

AAUM (Average Assets Under Management) of ₹16.78 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Sundaram Long Term Tax Advantage Fund Series IV Direct Plan made 1 new addition and exited 1 stock this month. The biggest new buy was Granules India Limited (Pharmaceuticals & Biotechnology) at 0.99% weight. PVR INOX Limited was the biggest exit (Entertainment), which was held at 2.17%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.58% of the portfolio. Ujjivan Small Finance Bank Limited was trimmed the most, now at 4.27%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 13.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 14.9% 13.9% -0.9%
Banks 11.2% 12.0% +0.8%
Finance 9.7% 9.7% 0.0%
Consumer Durables 9.0% 8.2% -0.8%
Healthcare Services 7.2% 7.6% +0.3%
IT - Services 4.8% 5.3% +0.5%
Aerospace & Defense 7.0% 5.2% -1.8%
Pharmaceuticals & Biotechnology 4.9% 5.0% +0.1%
IT - Software 4.7% 4.8% +0.1%
Retailing 3.2% 3.6% +0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 13.9% 13.6% -0.4%
Banks 12.0% 11.0% -1.0%
Finance 9.7% 9.5% -0.2%
Consumer Durables 8.2% 8.8% +0.6%
Healthcare Services 7.6% 7.1% -0.4%
Aerospace & Defense 5.2% 6.6% +1.4%
Pharmaceuticals & Biotechnology 5.0% 5.5% +0.5%
IT - Services 5.3% 5.5% +0.1%
IT - Software 4.8% 5.0% +0.2%
Leisure Services 3.5% 4.4% +0.9%
🟢
Biggest New Buy
Granules India Limited
0.99% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
PVR INOX Limited
2.17% was held · Entertainment
Biggest Add
MTAR Technologies Limited
+1.37% · now 6.58%
Biggest Trim
Ujjivan Small Finance Bank Limited
-1.25% · now 4.27%
🤝 Other funds also bought this month
Granules India Limited 16 funds
Granules India Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Sundaram Small Cap Fund Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth + more
👋 Other funds also exited
PVR INOX Limited 12 funds
PVR INOX Limited
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 1 Exit ↑ 17 Increased ↓ 20 Decreased
#StockSectorWeight (Aug 2026)
1
Granules India Limited
₹22.42 L
Pharmaceuticals & Biotechnology 0.99%
#StockSectorLast Weight (Jul 2026)
1
PVR INOX Limited
₹50.45 L
Entertainment 2.17%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹1.49 Cr
Aerospace & Defense 5.21% 6.58% +1.37%
2
Sapphire Foods India Limited
₹70.52 L
Leisure Services 2.40% 3.11% +0.71%
3
Greenpanel Industries Limited
₹66.08 L
Consumer Durables 2.32% 2.92% +0.60%
4
KEI Industries Limited
₹88.23 L
Industrial Products 3.31% 3.90% +0.59%
5
Brigade Enterprises Limited
₹68.53 L
Realty 2.61% 3.03% +0.42%
6
Eternal Limited
₹90.91 L
Retailing 3.61% 4.02% +0.41%
7
CSB Bank Limited
₹76.63 L
Banks 3.17% 3.38% +0.21%
8
PNB Housing Finance Limited
₹43.65 L
Finance 1.72% 1.93% +0.21%
9
Rategain Travel Technologies Limited
₹91.26 L
IT - Software 3.85% 4.03% +0.18%
10
Westlife Development Ltd
₹29.13 L
Leisure Services 1.11% 1.29% +0.18%
#StockSectorJul 2026Aug 2026Change
1
Ujjivan Small Finance Bank Limited
₹96.75 L
Banks 5.52% 4.27% -1.25%
2
Shivalik Bimetal Controls Ltd
₹27.88 L
Industrial Products 2.02% 1.23% -0.79%
3
Aster DM Healthcare Limited
₹1.61 Cr
Healthcare Services 7.55% 7.12% -0.43%
4
Procter & Gamble Health Limited
₹71.41 L
Pharmaceuticals & Biotechnology 3.52% 3.15% -0.37%
5
TVS HOLDINGS LIMTED
₹92.63 L
Finance 4.43% 4.09% -0.34%
6
KSB Limited
₹88.43 L
Industrial Products 4.04% 3.91% -0.13%
7
Ganesha Ecosphere Limited
₹20.74 L
Textiles & Apparels 1.03% 0.92% -0.11%
8
Natco Pharma Limited
₹31.53 L
Pharmaceuticals & Biotechnology 1.48% 1.39% -0.09%
9
JK Cement Limited
₹48.04 L
Cement & Cement Products 2.19% 2.12% -0.07%
10
Aavas Financiers Limited
₹21.40 L
Finance 0.99% 0.95% -0.04%

What Stocks Does This Fund Hold?

39 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹1.61 Cr
Healthcare Services
7.12%
2
₹1.49 Cr
Aerospace & Defense
6.58%
3
₹1.05 Cr
IT - Services
4.64%
4
₹96.75 L
Banks
4.27%
5
₹92.63 L
Finance
4.09%
6
₹91.26 L
IT - Software
4.03%
7
₹90.91 L
Retailing
4.02%
8
₹88.43 L
Industrial Products
3.91%
9
₹88.23 L
Industrial Products
3.90%
10
₹85.19 L
Consumer Durables
3.76%
🏆 Top stocks held by Equity funds
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🏦 Sundaram Mutual Fund — Portfolio & Holdings
See all funds managed by Sundaram Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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