Direct Plan

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

Sundaram Mutual Fund • •

NAV
₹37.44
as of 01 Jul 2026
AUM
N/A
Assets Under Management
Expense Ratio
N/A%
Annual expense
Min Investment
₹N/A
Lump sum

NAV History

Starting NAV
₹34.33
31 Dec 2025
Current NAV
₹37.44
01 Jul 2026
Change
+9.06%
38 data points
₹38 ₹31 Dec 25 Jul 26

Ratings Across Providers

Morningstar
Updated 31 Dec 2025
1/5
Negative
Average Rating
1.0 / 5

Fund Details

Scheme Code
143079
ISIN
INF903JA1CZ6

Performance

Period Returns
1 Month +6.13%
3 Months +4.65%
6 Months +8.03%
1 Year +9.06%
3 Years (CAGR) +2.93%
5 Years (CAGR) +1.75%
10 Years (CAGR) +0.87%

Risk Metrics

Std Deviation
50.37%

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.