← Sundaram Mutual Fund

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

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
39
Jul 2026
Equity Holdings
₹22.24 Cr
Equity only, excl. debt & cash
AAUM
₹16.78 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.2%
Moderate
Top 10 Weight
46.0%
Moderate
Changes
40
0 new · 1 exits
Top Sector
Industrial Products
13.9% 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 exited 1 stock from its portfolio this month. Butterfly Gandhimathi Appliances Ltd was the biggest exit (Consumer Durables), which was held at 0.78%. Among existing holdings, Ujjivan Small Finance Bank Limited saw the biggest increase — now at 5.52% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 5.21%. Aster DM Healthcare Limited remains the top holding with Industrial Products the dominant sector at 13.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🔴
Biggest Exit
Butterfly Gandhimathi Appliances Ltd
0.78% was held · Consumer Durables
Biggest Add
Ujjivan Small Finance Bank Limited
+0.95% · now 5.52%
Biggest Trim
MTAR Technologies Limited
-1.77% · now 5.21%
👋 Other funds also exited
Butterfly Gandhimathi Appliances Ltd 5 funds
Butterfly Gandhimathi Appliances Ltd
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 1 Exit ↑ 21 Increased ↓ 18 Decreased
#StockSectorLast Weight (Jun 2026)
1
Butterfly Gandhimathi Appliances Ltd
₹17.97 L
Consumer Durables 0.78%
#StockSectorJun 2026Jul 2026Change
1
Ujjivan Small Finance Bank Limited
₹1.28 Cr
Banks 4.57% 5.52% +0.95%
2
Affle 3i Limited
₹1.04 Cr
IT - Services 4.04% 4.49% +0.45%
3
Eternal Limited
₹83.80 L
Retailing 3.18% 3.61% +0.43%
4
Brigade Enterprises Limited
₹60.63 L
Realty 2.27% 2.61% +0.34%
5
Landmark Cars Limited
₹40.69 L
Automobiles 1.43% 1.75% +0.32%
6
Aster DM Healthcare Limited
₹1.75 Cr
Healthcare Services 7.24% 7.55% +0.31%
7
PVR INOX Limited
₹50.45 L
Entertainment 1.86% 2.17% +0.31%
8
TVS HOLDINGS LIMTED
₹1.03 Cr
Finance 4.15% 4.43% +0.28%
9
Ganesha Ecosphere Limited
₹24.03 L
Textiles & Apparels 0.79% 1.03% +0.24%
10
Procter & Gamble Health Limited
₹81.76 L
Pharmaceuticals & Biotechnology 3.39% 3.52% +0.13%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹1.21 Cr
Aerospace & Defense 6.98% 5.21% -1.77%
2
KSB Limited
₹93.76 L
Industrial Products 4.55% 4.04% -0.51%
3
KEI Industries Limited
₹76.83 L
Industrial Products 3.61% 3.31% -0.30%
4
Angel One Limited
₹59.23 L
Capital Markets 2.85% 2.55% -0.30%
5
Elecon Engineering Company Limited
₹24.04 L
Electrical Equipment 1.33% 1.04% -0.29%
6
Cholamandalam Financial Holdings Limited
₹37.63 L
Finance 1.76% 1.62% -0.14%
7
Aavas Financiers Limited
₹23.08 L
Finance 1.12% 0.99% -0.13%
8
CSB Bank Limited
₹73.58 L
Banks 3.28% 3.17% -0.11%
9
Safari Industries India Ltd
₹87.93 L
Consumer Durables 3.89% 3.79% -0.10%
10
VENUS PIPES & TUBES LTD
₹31.82 L
Industrial Products 1.43% 1.37% -0.06%

What Stocks Does This Fund Hold?

39 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1.75 Cr
Healthcare Services
7.55%
2
₹1.28 Cr
Banks
5.52%
3
₹1.21 Cr
Aerospace & Defense
5.21%
4
₹1.04 Cr
IT - Services
4.49%
5
₹1.03 Cr
Finance
4.43%
6
₹93.76 L
Industrial Products
4.04%
7
₹89.38 L
IT - Software
3.85%
8
₹87.93 L
Consumer Durables
3.79%
9
₹83.80 L
Retailing
3.61%
10
₹81.76 L
Pharmaceuticals & Biotechnology
3.52%
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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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