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Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth is an equity scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 24.12%, with the bottom and top quartiles at 19.79% and 34.85% respectively. The total expense ratio is 1.18% on assets of ₹23Cr. The fund is currently managed by Rohit Seksaria, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 79% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| KSB Limited | Industrials | 4.74% |
| Sapphire Foods India Limited | Consumer Cyclical | 2.73% |
| Angel One Limited | Financial Services | 2.71% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 2.15% |
| SIS Limited | Industrials | 2.07% |
| Landmark Cars Limited | Consumer Cyclical | 1.34% |
| Elecon Engineering Company Limited | Industrials | 1.28% |
| Venus Pipes And Tubes Limited | Basic Materials | 1.16% |
| Butterfly Gandhimathi Appliances Limited | Consumer Cyclical | 0.74% |
| Sector | Holdings | Weight |
|---|---|---|
| Industrial Products | 2 | 14.15% |
| Banks | 3 | 11.24% |
| Finance | 5 | 9.86% |
| Consumer Durables | 1 | 9.30% |
| Pharmaceuticals & Biotechnology | 1 | 6.81% |
| Healthcare Services | 1 | 6.61% |
| Aerospace & Defense | 1 | 6.03% |
| IT - Services | 2 | 4.99% |
| IT - Software | 2 | 3.83% |
| Leisure Services | 1 | 3.80% |
| Retailing | 1 | 3.02% |
| Capital Markets | 1 | 2.71% |
| Cement & Cement Products | 1 | 2.19% |
| Entertainment | 1 | 2.11% |
| Other Consumer Services | 1 | 2.07% |
| Realty | 1 | 1.53% |
| Chemicals & Petrochemicals | 1 | 1.48% |
| Automobiles | 1 | 1.34% |
| Industrial Manufacturing | 1 | 1.28% |
| Textiles & Apparels | 1 | 0.94% |
| Fertilizers & Agrochemicals | 1 | 0.82% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
|---|
| 1Y | -6.82% | 7.56% | 23.31% | 43.11% | 112.10% | 94.8% |
| 3Y | 12.87% | 19.79% | 24.12% | 34.85% | 46.17% | 100.0% |
| 5Y | 19.12% | 22.99% | 28.14% | 31.94% | 35.16% | 100.0% |
Top-10 weight 18.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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