Sundaram Mutual FundELSS (Tax Saver)Regular plan, growth

Sundaram Long Term Tax Advantage Fund Series IV

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

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

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-3.5%	+3.3%	+21.3%	+8.3%	+8.4%	+12.6%	+17.3%	—	+17.4%
BSE 500 TRI	—	—	—	—	0.0%	10.2%	10.1%	—	13.0%
ELSS (Tax Saver) average	-2.5%	3.4%	11.5%	0.0%	1.6%	11.3%	11.9%	13.5%	14.4%
Difference	—	—	—	—	+8.4%	+2.4%	+7.3%	—	+4.3%

Portfolio

Fund house: Sundaram Mutual Fund
Category: Equity · ELSS (Tax Saver)
SEBI classification: Equity / ELSS
Benchmark: BSE 500 TRI
Launch date: 5 Jul 2018 (8.2 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: 9 Sept 2026
AUM period: April - June 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 11 Sept 2026; returns are for the regular plan, growth option, before entry or exit costs. Not investment advice.

Other funds in the ELSS (Tax Saver) category.