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

Latest NAV (2026-10-23)

₹33.1194

AMFI Code / ISIN

143079 / INF903JA1CZ6

Category Peer Standing

#42 of 73 ranked peers in Close Ended Schemes ( ELSS ) by 3Y Sortino

Historical Track

2023-04-03 to 2026-10-23 (817 daily observations)

Expense Ratio (TER)

Data unavailable (published only when verified against AMC statutory disclosures)

SEBI Riskometer

Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR

-4.95% p.a.

3Y CAGR

+9.17% p.a.

5Y CAGR

N/A

10Y CAGR

N/A

Since Inception CAGR

+16.30% p.a.

Sortino Ratio (3Y)

0.22

Sharpe Ratio (3Y)

0.13

Calmar Ratio

0.42

Annualized Volatility (3Y)

+19.93%

Maximum Drawdown

-22.09%

1Y / 3Y / 5Y Rolling Mean CAGR

+15.44% / +18.22% / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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