Question 1

How to invest in Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Kuvera makes mutual fund investments simpler and faster. To invest in Sundaram Long Term Tax Advantage Series IV Growth Direct Plan, login to Kuvera and search for Sundaram Long Term Tax Advantage Series IV Growth Direct Plan. You can also go to "Invest", select "All Mutual Funds" and scroll to Sundaram Long Term Tax Advantage Series IV Growth Direct Plan. Click on this to check details on the fund's performance and fundamentals. Depending on your risk appetite and investment objective, select either the Monthly SIP or One time (Lump sum investment) option and complete the investment process.

Question 2

What kind of returns has Sundaram Long Term Tax Advantage Series IV Growth Direct Plan provided?

Accepted Answer

Sundaram Long Term Tax Advantage Series IV Growth Direct Plan has given 1.1% over the last 1 year , 18.6% over the last 3 years, 34.1% over the last 5 years and 17.6% since its inception.

Question 3

What is the minimum SIP amount of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Minimum SIP amount required for Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is INR 0.

Question 4

What is the minimum lump sum amount required to invest in Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Minimum lump sum amount required for Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is INR 10000000000000.

Question 5

How to start Sundaram Long Term Tax Advantage Series IV Growth Direct Plan SIP online?

Accepted Answer

Create an account on Kuvera to invest in over 5000 direct mutual funds from the leading AMCs in India. To start an SIP for Sundaram Long Term Tax Advantage Series IV Growth Direct Plan online, follow the steps given below:

Step 1: Login to Kuvera and click on Invest and then select Mutual Funds.

Step 2: Search by name, or scroll to Sundaram Long Term Tax Advantage Series IV Growth Direct Plan and click on it.

Step 3: Choose Monthly SIP and enter the SIP amount and date for every month.

Step 4: Complete the fund transfer and you are done!

You can explore SIP, STP and SWP tabs in your cart to see all the funds that have existing SIPs.

Question 6

How to redeem Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Redeeming mutual funds on Kuvera is fast and hassle-free. To redeem Sundaram Long Term Tax Advantage Series IV Growth Direct Plan, just go to your portfolio on the Kuvera app or website, click on the "Redeem" option under Sundaram Long Term Tax Advantage Series IV Growth Direct Plan, enter your desired amount, or check the "Yes" next to Redeem all units if you want to redeem your entire holding.

Question 7

Can I invest in SIP and Lump sum of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan IDCW?

Accepted Answer

Yes, you can invest in Sundaram Long Term Tax Advantage Series IV Growth Direct Plan IDCW on Kuvera through SIP and Lump sum options. Follow these steps to get started :

On Kuvera app :

Step 1: Login and click on Invest and All Mutual Funds.

Step 2: Click on Filter, select "Plan" type as "Dividend". You will see the IDCW plans.

Step 3: Select Sundaram Long Term Tax Advantage Series IV Growth Direct Plan and choose Monthly SIP or One Time investment options.

On Kuvera website

Step 1: Login and click on Invest on the home screen, select Mutual Funds.

Step 2:Turn the toggle from "Growth" to "Dividend" and you will see the results of all the IDCW plans.

Step 3: Select Sundaram Long Term Tax Advantage Series IV Growth Direct Plan and choose Monthly SIP or One Time (Lump sum) investment options.

Question 8

How to start Sundaram Long Term Tax Advantage Series IV Growth Direct Plan SIP online?

Accepted Answer

Create an account on Kuvera to invest in over 5000 direct mutual funds from the leading AMCs in India. To start an SIP for Sundaram Long Term Tax Advantage Series IV Growth Direct Plan online, follow the steps given below:

Step 1: Login to Kuvera and click on Invest and then select Mutual Funds.

Step 2: Search by name, or scroll to Sundaram Long Term Tax Advantage Series IV Growth Direct Plan and click on it.

Step 3: Choose Monthly SIP and enter the SIP amount and date for every month.

Step 4: Complete the fund transfer and you are done!

You can explore SIP, STP and SWP tabs in your cart to see all the funds that have existing SIPs.

Question 9

What is the expense ratio of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Expense ratio is the amount (in percentage) which is charged by the mutual fund as a fee for managing your investment. Expense ratio of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is 1.18% as on 27/04/2025.

Question 10

What is the NAV of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

NAV is the market value of the securities/assets held by the mutual fund divided by the total number of units issued by it. In simple terms, it is the price of a unit of the mutual fund. NAV of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is INR 30.66 as on 25/04/2025.

Question 11

What is the total asset under management of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Sundaram Long Term Tax Advantage Series IV Growth Direct Plan has assets under management worth INR 20 Cr.

Question 12

What is risk category of the Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

As per SEBI regulations, all mutual funds should indicate the level of risk involved with investing in the mutual fund. There are five levels of risk (a) Low: Principal at low risk, (b) Moderately Low: Principal at moderately low risk, (c) Moderate: Principal at moderate risk, (d) Moderately High: Principal at moderately high risk, (e) High: Principal at high risk. Risk category of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is Very High Risk.

Question 13

What are the top holdings of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

The top 10 holdings of the Sundaram Long Term Tax Advantage Series IV Growth Direct Plan as on 27/04/2025 are Treps at 6.52%, Safari Industries (India) Ltd at 5.67%, Affle India Ltd at 5.37%, Multi Commodity Exchange of India Ltd at 5.29%, Aster DM Healthcare Ltd Ordinary Shares at 5.24%, Sapphire Foods India Ltd at 4.50%, Navin Fluorine International Ltd at 4.23%, KSB Ltd at 3.98%, CSB Bank Ltd Ordinary Shares at 3.43%, Procter & Gamble Health Ltd at 3.24% .

Question 14

How will the gains from the Sundaram Long Term Tax Advantage Series IV Growth Direct Plan be taxed?

Accepted Answer

Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is an equity mutual fund and the capital gains made from it are taxed at the rate of 10% for long term gains (if you hold your units for 1 year or more) and at the rate of 15% for short terms gains (if you hold your units for less than a year).

Question 15

What is the investment objective of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Investment objective of the Sundaram Long Term Tax Advantage Series IV Growth Direct Plan:

The investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved

Question 16

What is the category of the Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

The category of the Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is ELSS.

Question 17

Who is the fund manager of Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is managed by Sudhir Kedia and Rohit Seksaria as on 27/04/2025.

Question 18

What is the exit load for Sundaram Long Term Tax Advantage Series IV Growth Direct Plan?

Accepted Answer

Exit load is the fee/penalty which some of the mutual funds charge in case an investor decides to sell his/her mutual fund units within the exit load window. Exit load for Sundaram Long Term Tax Advantage Series IV Growth Direct Plan is

No exit load.

Sundaram Long Term Tax Advantage Series IV Growth Direct Plan

Sundaram Long Term Tax Advantage Series IV Growth Direct Plan

FAQs