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Sundaram Long Term Tax Advantage Fund Series IV Regular Growth INF903JA1CX1

Last Closing Share Price
Day Range
Year Range
Market Value INR
Net Dividend Yield
Bid/Ask
— / —
Last Actual NAV
Last Actual NAV Date
Estimated NAV
Z-Statistic 1 Yr (Ex Par)
Latest Disc/Prem
Total Dist. Rate (Share Price)

Morningstar’s Analysis

There is no Morningstar Analysis available.

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment (Price)
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Investment (NAV)
N/A N/A N/A N/A -7.82 17.51 68.59 5.24 50.54 12.22 N/A
Category (NAV)
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Index (Price)
-0.18 5.37 34.97 0.82 10.38 17.92 29.11 5.67 24.48 14.72 N/A
Quartile Rank
Percentile Rank
# of Invest. in Cat.
Category Name


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 95.96 0.00 95.96 96.02 100.00
Fixed Income 0.00 0.00 0.00 0.04 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 4.04 0.01 4.06 4.03 0.00
Other 0.00 0.00 0.00 0.00 0.00

Stock Style

People

Inception Date
Jul 05, 2018
Number of Managers
2
Longest Tenure
5.8 Years
Average Tenure
4.5 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Apr 01, 2019 –Present
Jan 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
38 0
Bond Holding
0 0
Other Holding
1 1
Total Holding
39 1
Equity Holdings
38
Bond Holdings
0
Other Holdings
1
Total Holdings
39
% Assets in Top 10 Holdings
44
Reported Turnover %
9.88
As of 03 / 31 / 24
Women Directors %
20
Women Executives %
6
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
6.30 Feb 28, 2021 13,587,580
INR Indian Rupee
11.53 Consumer Cyclical
5.21 Sep 30, 2020 11,236,582
INR Indian Rupee
44.60 Financial Services
4.86 May 31, 2024 10,481,321
INR Indian Rupee
11.13 Healthcare
4.60 May 31, 2021 9,904,216
INR Indian Rupee
30.23 Communication Services
4.51 May 31, 2021 9,721,756
INR Indian Rupee
-26.95 Basic Materials
4.04 Nov 30, 2021 8,712,616
INR Indian Rupee
2.68 Consumer Cyclical
3.80 Aug 31, 2018 8,197,831
INR Indian Rupee
21.28 Basic Materials
3.71 Aug 31, 2018 7,994,893
INR Indian Rupee
-7.65 Industrials
3.57 Aug 31, 2018 7,696,435
INR Indian Rupee
-23.17 Industrials
3.17 Mar 31, 2022 6,827,560
INR Indian Rupee
-22.73 Financial Services
Holdings as of Jan 31, 2025 | The top 39 largest holdings are available for display across Equity, Bond and Other.


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