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Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth

Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth

NAV ₹32.28 as on 20 Jul 2026

RiskVery High

Fund Size₹37.28Cr

NAV	₹32.28 as on 20 Jul 2026
Risk	Very High
Fund Size	₹37.28Cr

Investment Details

Lock-in

3 Years

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

9 years 4 months (Since Mar 27, 2017)

Return since Launch

13.42%

Expense ratio

1.07%

Type

CLOSE

AUM (Fund Size)

₹37.28

Risk Grade

Very High

Benchmark

Nifty Smallcap 100 TRI

Calculate Your Returns

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Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Asset Allocation

Currently, data not available

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Scheme Holding Summary

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Riskometer

Level of risk in the scheme

Moderate

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Low

Very
High

Your investment will be at Very High Risk

Fund house & investment objective

Rank (total assets)	#21 in India
Total AUM	₹76,995.46Cr

Date of Incorporation	26 Feb 1996

Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 27 Mar 2017. The fund currently has an Asset Under Management(AUM) of ₹76,995.46 Cr and the Latest NAV as of 20 Jul 2026 is ₹32.28.
The Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth is rated Very High. Minimum SIP Investment is set to N/A . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.

Returns and Rankings

Category: Equity ELSS

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	5.66%	4.98%	3.18%	1.41%
Category average	1.02%	4.34%	2.49%	-
Rank within category	3	11	3	-

FAQ’s

What kind of returns does Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth provide?

Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth has given a return of 15.70% in the past 3 years.

What is the expense ratio charged by Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

The Expense Ratio charged by Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth is 1.07%.

What is the AUM size of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

The AUM size of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth is ₹37.28Cr.

What is the minimum SIP amount that you can invest in Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

N/A .

What are the top stock holdings of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

The top stock holdings of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth include

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Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Category: Equity ELSS

FAQ’s

What kind of returns does Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth provide?

What is the expense ratio charged by Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

What is the AUM size of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

What is the minimum SIP amount that you can invest in Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

What are the top stock holdings of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

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Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Category: Equity ELSS

FAQ’s

What kind of returns does Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth provide?

What is the expense ratio charged by Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

What is the AUM size of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

What is the minimum SIP amount that you can invest in Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

What are the top stock holdings of Sundaram LT MC Tax Advantage Fund Sr.IV Direct Growth?

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Open FREE
3-in-1 Account

Start SIPs at just
₹100