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.

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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 Jun 2026 Comparing May 2026 → Jun 2026

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Stocks Held

Jun 2026

Equity Holdings

₹22.22 Cr

Equity only, excl. debt & cash

Top 5 Weight

27.5%

Moderate

Top 10 Weight

46.2%

Moderate

Changes

0 new · 2 exits

Top Sector

Industrial Products

14.9% of portfolio

📋 What Happened This Month Sundaram Long Term Tax Advantage Fund Series IV Direct Plan exited 2 stocks from its portfolio this month. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.25%. Among existing holdings, Brigade Enterprises Limited saw the biggest increase — now at 2.27% of the portfolio. Carborundum Universal Limited was trimmed the most, now at 0.28%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 14.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

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

+4.20%

+12.22%

+11.49%

+10.54%

Latest NAV

₹38.27

15 Jul 2026

52W High

₹38.39

-0% from High

52W Low

₹27.10

+41% 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

24.1%

+ve in 80% windows

116.4% / -41.6%

3Y Rolling Avg

27.7% p.a.

+ve in 100% windows

50.3% / 13.8%

5Y Rolling Avg

27.5% 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)

0.79

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.10

Penalises downside volatility only.

Std Deviation (3Y)

16.1%

Lower = more consistent returns.

NAV Chart ₹38.27 15 Jul 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: ₹38.27

Sector Shift Industry allocation month-over-month

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	14.2%	14.1%	▼ -0.1%
Banks	11.2%	10.8%	▼ -0.4%
Finance	9.9%	9.5%	▼ -0.4%
Consumer Durables	9.3%	8.9%	▼ -0.4%
Aerospace & Defense	6.0%	7.3%	▲ +1.3%
Pharmaceuticals & Biotechnology	6.8%	7.2%	▲ +0.4%
Healthcare Services	6.6%	6.8%	▲ +0.2%
IT - Services	5.0%	5.1%	● +0.1%
IT - Software	3.8%	4.2%	▲ +0.4%
Leisure Services	3.8%	3.4%	▼ -0.4%

May 2026 → Jun 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	14.1%	14.9%	▲ +0.8%
Banks	10.8%	11.2%	▲ +0.3%
Finance	9.5%	9.7%	▲ +0.2%
Consumer Durables	8.9%	9.0%	▲ +0.1%
Healthcare Services	6.8%	7.2%	▲ +0.5%
Aerospace & Defense	7.3%	7.0%	▼ -0.3%
Pharmaceuticals & Biotechnology	7.2%	4.9%	▼ -2.3%
IT - Services	5.1%	4.8%	▼ -0.3%
IT - Software	4.2%	4.7%	▲ +0.5%
Leisure Services	3.4%	3.4%	● +0.1%

🔴

Biggest Exit

JB Chemicals & Pharmaceuticals Limited

2.25% was held · Pharmaceuticals & Biotechnology

↑

Biggest Add

Brigade Enterprises Limited

+1.02% · now 2.27%

↓

Biggest Trim

Carborundum Universal Limited

-0.38% · now 0.28%

👋 Other funds also exited

JB Chemicals & Pharmaceuticals Limited 10 funds

Neogen Chemicals Limited 5 funds

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 → Jun 2026

🔴 2 Exits ↑ 23 Increased ↓ 15 Decreased

#	Stock	Sector	Last Weight (May 2026)
1	JB Chemicals & Pharmaceuticals Limited ₹51.50 L	Pharmaceuticals & Biotechnology	2.25%
2	Neogen Chemicals Limited ₹37.96 L	Chemicals & Petrochemicals	1.66%

#	Stock	Sector	May 2026	Jun 2026	Change
1	Brigade Enterprises Limited ₹52.31 L	Realty	1.25%	2.27%	+1.02%
2	KSB Limited ₹1.05 Cr	Industrial Products	3.79%	4.55%	+0.76%
3	Rategain Travel Technologies Limited ₹87.51 L	IT - Software	3.18%	3.79%	+0.61%
4	Aster DM Healthcare Limited ₹1.67 Cr	Healthcare Services	6.79%	7.24%	+0.45%
5	EID Parry India Limited ₹26.68 L	Food Products	0.72%	1.16%	+0.44%
6	Ujjivan Small Finance Bank Limited ₹1.06 Cr	Banks	4.26%	4.57%	+0.31%
7	VENUS PIPES & TUBES LTD ₹33.05 L	Industrial Products	1.17%	1.43%	+0.26%
8	Grindwell Norton Limited ₹36.63 L	Industrial Products	1.36%	1.59%	+0.23%
9	Equitas Small Finance Bank Limited ₹76.31 L	Banks	3.11%	3.30%	+0.19%
10	Safari Industries India Ltd ₹89.87 L	Consumer Durables	3.71%	3.89%	+0.18%
11	Landmark Cars Limited ₹32.93 L	Automobiles	1.25%	1.43%	+0.18%
12	Eternal Limited ₹73.32 L	Retailing	3.04%	3.18%	+0.14%
13	Aavas Financiers Limited ₹25.81 L	Finance	1.00%	1.12%	+0.12%
14	Procter & Gamble Health Limited ₹78.32 L	Pharmaceuticals & Biotechnology	3.28%	3.39%	+0.11%
15	JK Cement Limited ₹50.96 L	Cement & Cement Products	2.12%	2.21%	+0.09%
16	Westlife Development Ltd ₹24.93 L	Leisure Services	1.00%	1.08%	+0.08%
17	KEI Industries Limited ₹83.42 L	Industrial Products	3.54%	3.61%	+0.07%
18	Cholamandalam Financial Holdings Limited ₹40.64 L	Finance	1.70%	1.76%	+0.06%
19	SIS Ltd. ₹54.63 L	Other Consumer Services	2.32%	2.37%	+0.05%
20	Greenpanel Industries Limited ₹53.28 L	Consumer Durables	2.26%	2.31%	+0.05%
21	Elecon Engineering Company Limited ₹30.62 L	Electrical Equipment	1.28%	1.33%	+0.05%
22	Shivalik Bimetal Controls Ltd ₹47.71 L	Industrial Products	2.03%	2.07%	+0.04%
23	Can Fin Homes Limited ₹21.80 L	Finance	0.91%	0.94%	+0.03%

#	Stock	Sector	May 2026	Jun 2026	Change
1	Carborundum Universal Limited ₹6.52 L	Industrial Products	0.66%	0.28%	-0.38%
2	MTAR Technologies Limited ₹1.61 Cr	Aerospace & Defense	7.29%	6.98%	-0.31%
3	Affle 3i Limited ₹93.23 L	IT - Services	4.20%	4.04%	-0.16%
4	CSB Bank Limited ₹75.80 L	Banks	3.44%	3.28%	-0.16%
5	Natco Pharma Limited ₹34.90 L	Pharmaceuticals & Biotechnology	1.67%	1.51%	-0.16%
6	RHI Magnesita India Limited ₹30.95 L	Industrial Products	1.50%	1.34%	-0.16%
7	Birlasoft Limited ₹21.70 L	IT - Software	1.06%	0.94%	-0.12%
8	R Systems International Limited ₹17.46 L	IT - Services	0.86%	0.76%	-0.10%
9	Angel One Limited ₹65.73 L	Capital Markets	2.93%	2.85%	-0.08%
10	Century Plyboards (India) Limited ₹20.56 L	Consumer Durables	0.93%	0.89%	-0.04%
11	Butterfly Gandhimathi Appliances Ltd ₹17.97 L	Consumer Durables	0.82%	0.78%	-0.04%
12	Amber Enterprises India Limited ₹26.58 L	Consumer Durables	1.18%	1.15%	-0.03%
13	Ganesha Ecosphere Limited ₹18.35 L	Textiles & Apparels	0.82%	0.79%	-0.03%
14	Sapphire Foods India Limited ₹54.38 L	Leisure Services	2.38%	2.36%	-0.02%
15	PVR INOX Limited ₹42.91 L	Entertainment	1.88%	1.86%	-0.02%

What Stocks Does This Fund Hold?

40 stocks — Jun 2026

#	Stock	Sector	Weight & Value
1	Aster DM Healthcare Limited ₹1.67 Cr	Healthcare Services	7.24%
2	MTAR Technologies Limited ₹1.61 Cr	Aerospace & Defense	6.98%
3	Ujjivan Small Finance Bank Limited ₹1.06 Cr	Banks	4.57%
4	KSB Limited ₹1.05 Cr	Industrial Products	4.55%
5	TVS HOLDINGS LIMTED ₹95.75 L	Finance	4.15%
6	Affle 3i Limited ₹93.23 L	IT - Services	4.04%
7	Safari Industries India Ltd ₹89.87 L	Consumer Durables	3.89%
8	Rategain Travel Technologies Limited ₹87.51 L	IT - Software	3.79%
9	KEI Industries Limited ₹83.42 L	Industrial Products	3.61%
10	Procter & Gamble Health Limited ₹78.32 L	Pharmaceuticals & Biotechnology	3.39%
11	Equitas Small Finance Bank Limited ₹76.31 L	Banks	3.30%
12	CSB Bank Limited ₹75.80 L	Banks	3.28%
13	Eternal Limited ₹73.32 L	Retailing	3.18%
14	Angel One Limited ₹65.73 L	Capital Markets	2.85%
15	SIS Ltd. ₹54.63 L	Other Consumer Services	2.37%
16	Sapphire Foods India Limited ₹54.38 L	Leisure Services	2.36%
17	Greenpanel Industries Limited ₹53.28 L	Consumer Durables	2.31%
18	Brigade Enterprises Limited ₹52.31 L	Realty	2.27%
19	JK Cement Limited ₹50.96 L	Cement & Cement Products	2.21%
20	Shivalik Bimetal Controls Ltd ₹47.71 L	Industrial Products	2.07%
21	PVR INOX Limited ₹42.91 L	Entertainment	1.86%
22	Cholamandalam Financial Holdings Limited ₹40.64 L	Finance	1.76%
23	PNB Housing Finance Limited ₹39.46 L	Finance	1.71%
24	Grindwell Norton Limited ₹36.63 L	Industrial Products	1.59%
25	Natco Pharma Limited ₹34.90 L	Pharmaceuticals & Biotechnology	1.51%
26	VENUS PIPES & TUBES LTD ₹33.05 L	Industrial Products	1.43%
27	Landmark Cars Limited ₹32.93 L	Automobiles	1.43%
28	RHI Magnesita India Limited ₹30.95 L	Industrial Products	1.34%
29	Elecon Engineering Company Limited ₹30.62 L	Electrical Equipment	1.33%
30	EID Parry India Limited ₹26.68 L	Food Products	1.16%
31	Amber Enterprises India Limited ₹26.58 L	Consumer Durables	1.15%
32	Aavas Financiers Limited ₹25.81 L	Finance	1.12%
33	Westlife Development Ltd ₹24.93 L	Leisure Services	1.08%
34	Can Fin Homes Limited ₹21.80 L	Finance	0.94%
35	Birlasoft Limited ₹21.70 L	IT - Software	0.94%
36	Century Plyboards (India) Limited ₹20.56 L	Consumer Durables	0.89%
37	Ganesha Ecosphere Limited ₹18.35 L	Textiles & Apparels	0.79%
38	Butterfly Gandhimathi Appliances Ltd ₹17.97 L	Consumer Durables	0.78%
39	R Systems International Limited ₹17.46 L	IT - Services	0.76%
40	Carborundum Universal Limited ₹6.52 L	Industrial Products	0.28%