Sundaram Long Term Tax Advantage Fund Series IV - Regular Plan - Growth

Sundaram Mutual Fund · ELSS

NAV as of 18 Sept 2026

₹37.3439

1y return: +8.27%; absolute
3y return: +13.66%; CAGR
5y return: +17.31%; CAGR

NAV history

Low ₹15.3857High ₹38.7393

Scheme details

Fund house: Sundaram Mutual Fund
Category: Close Ended - ELSS
Plan: Regular Plan
Option: Growth
AMFI scheme code: 143079
ISIN (growth / payout): INF903JA1CZ6
ISIN (reinvestment): —
52-week high: ₹38.7393
52-week low: ₹29.7626

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 13.7% p.a.: ₹12,86,755

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Long Term Tax Advantage Fund Series IVRegular · Growth	Regular · Growth	₹33.5255	+8.05%	+11.53%	+15.90%
Sundaram Long Term Tax Advantage Fund Series IVRegular · Growth	Regular · Growth	₹34.3108	+8.27%	+11.79%	+16.15%
Sundaram Long Term Tax Advantage Fund Series IVRegular · Growth	Regular · Growth	₹36.5337	+8.05%	+13.43%	+17.08%

ELSS peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Sundaram Long Term Tax Advantage Fund Series IIIRegular · Growth	Sundaram Mutual Fund	Regular · Growth	₹32.5225	+8.83%	+13.47%	+17.21%
Sundaram Long Term Tax Advantage Fund Series IIIRegular · Growth	Sundaram Mutual Fund	Regular · Growth	₹30.9614	+8.83%	+11.62%	+16.06%
BANK OF INDIA MID CAP TAX FUND SERIES 1Regular · Growth	Bank of India Mutual Fund	Regular · Growth	₹30.32	+8.71%	+14.46%	+11.58%
Sundaram Long Term Tax Advantage Fund Series IIIRegular · Growth	Sundaram Mutual Fund	Regular · Growth	₹29.8713	+8.58%	+11.31%	+15.76%
Sundaram Long Term Tax Advantage Fund Series IIIRegular · Growth	Sundaram Mutual Fund	Regular · Growth	₹31.4224	+8.58%	+13.21%	+16.94%
Sundaram Long Term Tax Advantage Fund Series IVRegular · Growth	Sundaram Mutual Fund	Regular · Growth	₹34.3108	+8.27%	+11.79%	+16.15%

Thinking about this fund?

Talk to The Good Wealth about whether it fits your goals and how to invest.

Talk to The Good Wealth about this fund Explore all funds

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.