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Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW)

+23.9%
(3Y CAGR)
EquitydotTax Saving (ELSS)dotVery High
Fund Type

Scheme Details

NAV24 Jul 2025
31
AUM

23 Cr.

52 week high (NAV)15 Oct 2024
31.4
52 week low (NAV)03 Mar 2025
24.4
Inception date2018-06-29
Lock-in period

3 years

Minimum SIP0
Minimum Lumpsum0
Exit load info
NIL
Benchmark IndexBSE 500
KEY RATIOSinfo
Alpha0.52
Beta1.01
Standard Deviation4.68%
Sharpe Ratio0.34

Asset Allocation

Market capSectorsHoldings
Market cap (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Dividend payout

11 Dec 20231.309

Fund Managers

Rohit Seksaria2019-04-01 - Present
Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) was launched on 2018-06-29 by Sundaram Mutual Fund. It is a Equity - Closed Ended with an AUM of 23crore. The latest NAV is 31.04, as of 2025-07-24. The Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) is rated as None.
personal

+91

Frequently Asked Questions

To invest a lumpsum amount in Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW).

It will take up to one trading day for the invested Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) units to reflect in your portfolio. For example, If you have made the investment in Sundaram LT Tax Adv Fund-Sr IV-Reg(IDCW) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.