Sundaram Mutual FundELSS (Tax Saver)Regular plan, growth

Sundaram Long Term Tax Advantage Fund Series IV

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NAV: ₹33.53; —30 Oct 2026
AUM (₹ Cr): 23; Average, July - September 2026
Expense ratio: 1.24%; Regular 1.24%
Risk: Very High; SEBI riskometer

1Y return: -4.3%+3.5%; Benchmark -7.8%
3Y CAGR: 9.5%-0.6%; Benchmark 10.1%
5Y CAGR: 13.9%+5.2%; Benchmark 8.7%

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Sundaram Long Term Tax Advantage Fund Series IV

Rank in category

#10 of 44 ELSS (Tax Saver) funds on its 1-, 3- and 5-year returns together.

Fund

Motilal OswalFundMotilal Oswal ELSS Tax Saver Fund#1#30.9%#119.5%#115.7%

QuantFundQuant ELSS Tax Saver Fund#2#13.0%#614.4%#214.1%

JM ELSS - Tax SaverJM ELSS - Tax Saver Fund#3#4-1.3%#315.6%#1112.3%

Bank of India Mid Cap Tax Series 1Bank of India Mid Cap Tax Fund Series 1#4#22.7%#714.3%#1610.9%

SBI Long Term Advantage - Series VSBI Long Term Advantage Fund - Series V#5#22-5.1%#218.9%#513.2%

EdelweissFundEdelweiss ELSS Tax Saver Fund#6#7-3.0%#1113.2%#1810.8%

Sundaram Long Term Tax Advantage Series IIISundaram Long Term Tax Advantage Fund Series III#7#10-3.5%#309.6%#314.0%

BANK OF INDIA MID CAP TAX Series 2BANK OF INDIA MID CAP TAX FUND Series 2#8#5-1.9%#1213.1%#2510.1%

Bank of IndiaFundBank of India ELSS Tax Saver Fund#9#8-3.1%#1612.0%#2010.4%

Sundaram Long Term Tax Advantage Series IVSundaram Long Term Tax Advantage Fund Series IV#10#14-4.3%#329.5%#413.9%

Tata ELSS - Tax SaverTata ELSS - Tax Saver Fund#11#11-3.7%#1911.7%#2110.3%

KotakFundKotak ELSS Tax Saver Fund#12#14-4.3%#2210.8%#1710.8%

SBIFundSBI ELSS Tax Saver Fund#13#41-9.0%#1013.2%#613.2%

ITIFundITI ELSS Tax Saver Fund#14#36-7.5%#913.7%#1411.2%

DSPFundDSP ELSS Tax Saver Fund#15#32-6.9%#1313.0%#1510.9%

Nippon IndiaFundNippon India ELSS Tax Saver Fund#16#26-5.3%#1711.9%#1910.6%

Sundaram Long Term Micro Cap Tax Advantage Series IiiSundaram Long Term Micro Cap Tax Advantage Fund Series Iii#17#17-4.4%#388.6%#812.5%

Sundaram Long Term Micro Cap Tax Advantage Series VSundaram Long Term Micro Cap Tax Advantage Series V#18#18-4.5%#349.3%#1212.3%

HDFC ELSS - Tax SaverHDFC ELSS - Tax Saver Fund#19#46-9.6%#1412.7%#713.0%

ICICI Prudential Long Term Wealth EnhancementICICI Prudential Long Term Wealth Enhancement Fund#20#39-8.5%#1512.3%#1311.3%

BANDHAN ELSS - Tax SaverBANDHAN ELSS - Tax Saver Fund#21#12-4.1%#289.7%#2410.1%

Sundaram Long Term Micro Cap Tax Advantage Series ViSundaram Long Term Micro Cap Tax Advantage Fund Series Vi#22#23-5.1%#378.7%#1012.4%

Canara Robeco ELSS - Tax SaverCanara Robeco ELSS - Tax Saver Fund#23#20-4.7%#2011.5%#309.0%

Sundaram Long Term Micro Cap Tax Advantage Series IvSundaram Long Term Micro Cap Tax Advantage Fund Series Iv#24#24-5.2%#418.4%#912.5%

Mirae AssetFundMirae Asset ELSS Tax Saver Fund#25#30-6.8%#1811.8%#289.6%

TaurusFundTaurus ELSS Tax Saver Fund#26#31-6.8%#2510.4%#279.8%

Invesco IndiaFundInvesco India ELSS Tax Saver Fund#27#28-6.4%#2111.4%#348.5%

Axis ELSS- Tax SaverAxis ELSS- Tax Saver Fund#28#19-4.5%#2310.7%#445.3%

PGIM IndiaFundPGIM India ELSS Tax Saver Fund#29#27-5.5%#339.3%#299.1%

UnionFund (Formerly Union Tax Saver (ELSS)Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund#30#29-6.6%#299.6%#318.9%

Franklin IndiaFundFranklin India ELSS Tax Saver Fund#31#45-9.5%#2710.3%#2510.1%

ICICI Prudential ELSS - Tax SaverICICI Prudential ELSS - Tax Saver Fund#32#38-8.4%#2610.4%#338.5%

Aditya Birla Sun LifeFundAditya Birla Sun Life ELSS Tax Saver Fund#33#34-7.5%#2410.7%#397.3%

SBI Long Term Advantage - Series VISBI Long Term Advantage Fund - Series VI#34#37-8.1%#408.5%#2310.2%

LIC MF Unit Linked Insurance (ULIS)LIC MF Unit Linked Insurance Scheme (ULIS)#35#21-4.8%#487.1%#416.2%

Parag ParikhFundParag Parikh ELSS Tax Saver Fund#36#52-11.3%#398.6%#2210.3%

QuantumFundQuantum ELSS Tax Saver Fund#37#48-9.8%#319.6%#328.9%

LIC MFFundLIC MF ELSS Tax Saver Fund#38#43-9.4%#369.0%#367.9%

GrowwFundGroww ELSS Tax Saver Fund#39#43-9.4%#359.0%#387.7%

ShriramFundShriram ELSS Tax Saver Fund#40#35-7.5%#496.9%#426.1%

Mahindra ManulifeFundMahindra Manulife ELSS Tax Saver Fund#41#47-9.8%#438.2%#358.2%

UTIFundUTI ELSS Tax Saver Fund#42#42-9.1%#457.9%#406.3%

UTI - Master Equity Plan UnitUTI - Master Equity Plan Unit Scheme#43#40-8.6%#477.2%#436.0%

SBI Long Term Advantage - Series IVSBI Long Term Advantage Fund - Series IV#44#51-11.2%#506.0%#377.8%

Bajaj Finserv ELSS - Tax SaverBajaj Finserv ELSS - Tax Saver Fund—#16-4.4%——

Baroda BNP ParibasFundBaroda BNP Paribas ELSS Tax Saver Fund—#13-4.3%#813.9%—

HSBCFundHSBC ELSS Tax saver Fund—#9-3.3%#515.1%—

NaviNifty50 IndexNavi ELSS Tax Saver Nifty50 Index Fund—#49-10.2%#467.4%—

NJFundNJ ELSS Tax Saver Fund—#33-7.1%#428.2%—

SamcoFundSamco ELSS Tax Saver Fund—#25-5.3%#512.9%—

SundaramFundSundaram ELSS Tax Saver Fund—#50-10.9%#448.0%—

WhiteOak CapitalFundWhiteOak Capital ELSS Tax Saver Fund—#6-2.3%#415.5%—

Ranked on 1Y, 3Y and 5Y together. 44 of 52 funds have a rank here; it needs a 5-year record. Direct plan, growth option. Click a column to rank by it.

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-8.4%	-10.6%	-5.1%	-2.3%	-4.3%	+9.5%	+13.9%	—	+15.6%
BSE 500 TRI	—	—	—	—	-7.8%	10.1%	8.7%	—	12.2%
ELSS (Tax Saver) average	-2.2%	-6.1%	-1.7%	-5.1%	-5.9%	10.8%	10.2%	12.9%	13.4%
Difference	—	—	—	—	+3.5%	-0.6%	+5.2%	—	+3.4%

Portfolio

Valuation

P/E: 24.7; Covers 88% of its shares
Category median: 24.6; 50 ELSS (Tax Saver) funds
Benchmark P/E: 21.8; BSE 500

P/E is the value of the shares the fund holds, at the close of 30 Oct 2026, over their profit in the last four reported quarters (the owners' share from continuing operations, consolidated where filed, losses included), weighted by the fund's portfolio disclosed 24 Oct 2026. The category median is worked out the same way; the benchmark's is the index provider's own figure on the same basis.

Fund details

Fund house: Sundaram Mutual Fund
Category: Equity · ELSS (Tax Saver)
SEBI classification: Equity / ELSS
Benchmark: BSE 500 TRI
Launch date: 5 Jul 2018 (8.3 years)
Structure: Close Ended
Plans and options: Regular Growth, Regular Growth, Regular Growth, Regular Growth
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 29 Oct 2026
AUM period: July - September 2026
ISIN, Regular Growth (143079): INF903JA1CZ6
ISIN, Regular Growth (143080): INF903JA1DA7
ISIN, Regular Growth (143077): INF903JA1CX1
ISIN, Regular Growth (143078): INF903JA1CY9
Scheme code: 143079, 143080, 143077, 143078

NAV and returns as of 30 Oct 2026; returns are for the regular plan, growth option, before entry or exit costs. Not investment advice.

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