Which AMC manages Sundaram Long Term Tax Advantage Fund Series IV Direct Plan?

Sundaram Long Term Tax Advantage Fund Series IV Direct Plan is managed by Sundaram Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Sundaram Long Term Tax Advantage Fund Series IV Direct Plan?

Sundaram Long Term Tax Advantage Fund Series IV Direct Plan is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

← Sundaram Mutual Fund

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

Q: How often is Sundaram Long Term Tax Advantage Fund Series IV Direct Plan portfolio data updated?

Portfolio holdings for Sundaram Long Term Tax Advantage Fund Series IV Direct Plan are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026

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Stocks Held

Apr 2026

Equity Holdings

₹21.75 Cr

Equity only, excl. debt & cash

Top 5 Weight

26.3%

Moderate

Top 10 Weight

44.0%

Moderate

Changes

1 new · 0 exits

Top Sector

Industrial Products

14.2% of portfolio

📋 What Happened This Month Sundaram Long Term Tax Advantage Fund Series IV Direct Plan added 1 new stock to its portfolio this month. The biggest new buy was Elecon Engineering Company Limited (Electrical Equipment) at 1.28% weight. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 6.03% of the portfolio. Affle 3i Limited was trimmed the most, now at 4.13%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 14.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

NAV Performance

1 year history · Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth

-0.72%

+12.01%

+5.08%

+9.72%

Latest NAV

₹35.90

04 Jun 2026

52W High

₹36.49

-2% from High

52W Low

₹27.10

+32% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+5.2%

2024

+12.5%

2023

+51.0%

2022

+5.4%

2021

+69.0%

2020

+17.9%

2019

-7.5%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

24.3%

+ve in 80% windows

116.4% / -41.6%

3Y Rolling Avg

27.9% p.a.

+ve in 100% windows

50.3% / 13.8%

5Y Rolling Avg

27.7% p.a.

+ve in 100% windows

38.4% / 19.3%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-22.1%

Rec: Oct 2025 (11 mo)

COVID-19 Crash

-38.9%

Rec: Dec 2020 (1yr)

2022 Rate Hike

-16.4%

Rec: Aug 2022 (3 mo)

2018 IL&FS

-7.9%

Rec: Mar 2019 (7 mo)

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

0.83

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.15

Penalises downside volatility only.

Std Deviation (3Y)

15.8%

Lower = more consistent returns.

NAV Chart ₹35.90 04 Jun 2026

Simple Moving Avg: Click to draw · click again to remove

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

Chart shows indexed performance (base = 100). Actual NAV: ₹35.90

Sector Shift Industry allocation month-over-month

Feb 2026 → Mar 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	13.4%	13.1%	▼ -0.3%
Banks	12.0%	11.3%	▼ -0.7%
Finance	10.2%	10.2%	● +0.0%
Consumer Durables	10.4%	9.7%	▼ -0.7%
Pharmaceuticals & Biotechnology	6.8%	7.5%	▲ +0.7%
Healthcare Services	6.5%	7.4%	▲ +0.9%
IT - Services	5.2%	5.8%	▲ +0.6%
Aerospace & Defense	3.7%	3.8%	● +0.1%
Leisure Services	4.0%	3.6%	▼ -0.4%
IT - Software	3.8%	3.5%	▼ -0.3%

Mar 2026 → Apr 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	13.1%	14.2%	▲ +1.1%
Banks	11.3%	11.2%	● 0.0%
Finance	10.2%	9.9%	▼ -0.4%
Consumer Durables	9.7%	9.3%	▼ -0.4%
Pharmaceuticals & Biotechnology	7.5%	6.8%	▼ -0.7%
Healthcare Services	7.4%	6.6%	▼ -0.8%
Aerospace & Defense	3.8%	6.0%	▲ +2.2%
IT - Services	5.8%	5.0%	▼ -0.8%
IT - Software	3.5%	3.8%	▲ +0.3%
Leisure Services	3.6%	3.8%	▲ +0.2%

🟢

Biggest New Buy

Elecon Engineering Company Limited

1.28% weight · Electrical Equipment

↑

Biggest Add

MTAR Technologies Limited

+2.24% · now 6.03%

↓

Biggest Trim

Affle 3i Limited

-0.79% · now 4.13%

🤝 Other funds also bought this month

Elecon Engineering Company Limited 24 funds

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 → Apr 2026

🟢 1 New Entry ↑ 19 Increased ↓ 21 Decreased

#	Stock	Sector	Weight (Apr 2026)
1	Elecon Engineering Company Limited ₹29.07 L	Electrical Equipment	1.28%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	MTAR Technologies Limited ₹1.37 Cr	Aerospace & Defense	3.79%	6.03%	+2.24%
2	Sapphire Foods India Limited ₹61.86 L	Leisure Services	2.34%	2.73%	+0.39%
3	Rategain Travel Technologies Limited ₹58.65 L	IT - Software	2.20%	2.59%	+0.39%
4	Shivalik Bimetal Controls Ltd ₹37.36 L	Industrial Products	1.26%	1.65%	+0.39%
5	Angel One Limited ₹61.37 L	Capital Markets	2.34%	2.71%	+0.37%
6	Greenpanel Industries Limited ₹63.86 L	Consumer Durables	2.47%	2.82%	+0.35%
7	Neogen Chemicals Limited ₹33.45 L	Chemicals & Petrochemicals	1.17%	1.48%	+0.31%
8	Equitas Small Finance Bank Limited ₹67.65 L	Banks	2.70%	2.99%	+0.29%
9	PNB Housing Finance Limited ₹39.73 L	Finance	1.48%	1.76%	+0.28%
10	VENUS PIPES & TUBES LTD ₹26.31 L	Industrial Products	0.88%	1.16%	+0.28%
11	KSB Limited ₹1.07 Cr	Industrial Products	4.51%	4.74%	+0.23%
12	SIS Ltd. ₹46.88 L	Other Consumer Services	1.91%	2.07%	+0.16%
13	Aavas Financiers Limited ₹23.43 L	Finance	0.94%	1.04%	+0.10%
14	KEI Industries Limited ₹74.66 L	Industrial Products	3.21%	3.30%	+0.09%
15	Brigade Enterprises Limited ₹34.58 L	Realty	1.47%	1.53%	+0.06%
16	Amber Enterprises India Limited ₹28.32 L	Consumer Durables	1.19%	1.25%	+0.06%
17	Ganesha Ecosphere Limited ₹21.31 L	Textiles & Apparels	0.89%	0.94%	+0.05%
18	RHI Magnesita India Limited ₹33.99 L	Industrial Products	1.47%	1.50%	+0.03%
19	Carborundum Universal Limited ₹14.04 L	Industrial Products	0.59%	0.62%	+0.03%

#	Stock	Sector	Mar 2026	Apr 2026	Change
1	Affle 3i Limited ₹93.38 L	IT - Services	4.92%	4.13%	-0.79%
2	Aster DM Healthcare Limited ₹1.49 Cr	Healthcare Services	7.38%	6.61%	-0.77%
3	Safari Industries India Ltd ₹79.64 L	Consumer Durables	4.17%	3.52%	-0.65%
4	TVS HOLDINGS LIMTED ₹99.81 L	Finance	5.05%	4.41%	-0.64%
5	JB Chemicals & Pharmaceuticals Limited ₹48.55 L	Pharmaceuticals & Biotechnology	2.53%	2.15%	-0.38%
6	JK Cement Limited ₹49.49 L	Cement & Cement Products	2.46%	2.19%	-0.27%
7	Eternal Limited ₹68.45 L	Retailing	3.28%	3.02%	-0.26%
8	Procter & Gamble Health Limited ₹64.59 L	Pharmaceuticals & Biotechnology	3.07%	2.85%	-0.22%
9	Westlife Development Ltd ₹24.26 L	Leisure Services	1.27%	1.07%	-0.20%
10	Ujjivan Small Finance Bank Limited ₹1.02 Cr	Banks	4.66%	4.49%	-0.17%
11	CSB Bank Limited ₹85.19 L	Banks	3.92%	3.76%	-0.16%
12	Butterfly Gandhimathi Appliances Ltd ₹16.82 L	Consumer Durables	0.86%	0.74%	-0.12%
13	Natco Pharma Limited ₹41.06 L	Pharmaceuticals & Biotechnology	1.89%	1.81%	-0.08%
14	Landmark Cars Limited ₹30.28 L	Automobiles	1.41%	1.34%	-0.07%
15	Can Fin Homes Limited ₹21.74 L	Finance	1.03%	0.96%	-0.07%
16	Birlasoft Limited ₹28.00 L	IT - Software	1.30%	1.24%	-0.06%
17	EID Parry India Limited ₹18.46 L	Food Products	0.88%	0.82%	-0.06%
18	Cholamandalam Financial Holdings Limited ₹38.17 L	Finance	1.73%	1.69%	-0.04%
19	R Systems International Limited ₹19.55 L	IT - Services	0.90%	0.86%	-0.04%
20	Century Plyboards (India) Limited ₹21.90 L	Consumer Durables	0.99%	0.97%	-0.02%
21	PVR INOX Limited ₹47.69 L	Entertainment	2.12%	2.11%	-0.01%

Full Portfolio

42 stocks — Apr 2026

#	Stock	Sector	Weight & Value
1	Aster DM Healthcare Limited ₹1.49 Cr	Healthcare Services	6.61%
2	MTAR Technologies Limited ₹1.37 Cr	Aerospace & Defense	6.03%
3	KSB Limited ₹1.07 Cr	Industrial Products	4.74%
4	Ujjivan Small Finance Bank Limited ₹1.02 Cr	Banks	4.49%
5	TVS HOLDINGS LIMTED ₹99.81 L	Finance	4.41%
6	Affle 3i Limited ₹93.38 L	IT - Services	4.13%
7	CSB Bank Limited ₹85.19 L	Banks	3.76%
8	Safari Industries India Ltd ₹79.64 L	Consumer Durables	3.52%
9	KEI Industries Limited ₹74.66 L	Industrial Products	3.30%
10	Eternal Limited ₹68.45 L	Retailing	3.02%
11	Equitas Small Finance Bank Limited ₹67.65 L	Banks	2.99%
12	Procter & Gamble Health Limited ₹64.59 L	Pharmaceuticals & Biotechnology	2.85%
13	Greenpanel Industries Limited ₹63.86 L	Consumer Durables	2.82%
14	Sapphire Foods India Limited ₹61.86 L	Leisure Services	2.73%
15	Angel One Limited ₹61.37 L	Capital Markets	2.71%
16	Rategain Travel Technologies Limited ₹58.65 L	IT - Software	2.59%
17	JK Cement Limited ₹49.49 L	Cement & Cement Products	2.19%
18	JB Chemicals & Pharmaceuticals Limited ₹48.55 L	Pharmaceuticals & Biotechnology	2.15%
19	PVR INOX Limited ₹47.69 L	Entertainment	2.11%
20	SIS Ltd. ₹46.88 L	Other Consumer Services	2.07%
21	Natco Pharma Limited ₹41.06 L	Pharmaceuticals & Biotechnology	1.81%
22	PNB Housing Finance Limited ₹39.73 L	Finance	1.76%
23	Cholamandalam Financial Holdings Limited ₹38.17 L	Finance	1.69%
24	Shivalik Bimetal Controls Ltd ₹37.36 L	Industrial Products	1.65%
25	Brigade Enterprises Limited ₹34.58 L	Realty	1.53%
26	RHI Magnesita India Limited ₹33.99 L	Industrial Products	1.50%
27	Neogen Chemicals Limited ₹33.45 L	Chemicals & Petrochemicals	1.48%
28	Landmark Cars Limited ₹30.28 L	Automobiles	1.34%
29	Elecon Engineering Company Limited ₹29.07 L	Electrical Equipment	1.28%
30	Amber Enterprises India Limited ₹28.32 L	Consumer Durables	1.25%
31	Birlasoft Limited ₹28.00 L	IT - Software	1.24%
32	Grindwell Norton Limited ₹26.65 L	Industrial Products	1.18%
33	VENUS PIPES & TUBES LTD ₹26.31 L	Industrial Products	1.16%
34	Westlife Development Ltd ₹24.26 L	Leisure Services	1.07%
35	Aavas Financiers Limited ₹23.43 L	Finance	1.04%
36	Century Plyboards (India) Limited ₹21.90 L	Consumer Durables	0.97%
37	Can Fin Homes Limited ₹21.74 L	Finance	0.96%
38	Ganesha Ecosphere Limited ₹21.31 L	Textiles & Apparels	0.94%
39	R Systems International Limited ₹19.55 L	IT - Services	0.86%
40	EID Parry India Limited ₹18.46 L	Food Products	0.82%
41	Butterfly Gandhimathi Appliances Ltd ₹16.82 L	Consumer Durables	0.74%
42	Carborundum Universal Limited ₹14.04 L	Industrial Products	0.62%