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Sundaram Long Term Tax Advantage Fund Series IV
Sundaram · 39 holdings· 97.60% in equity
Equity holdings as last captured from the fund's monthly portfolio disclosure. Funds publish with a lag, so this can trail the latest disclosure by a month. Changes compare with the previous different capture.
| Stock | Allocation % | Change (pp) | Sector | Trend |
|---|---|---|---|---|
| MTAR Technologies Ltd MTARTECH | 7.64% | +1.06 pp | Aerospace & Defense | Increased |
| Aster DM Quality Care Ltd ASTERDM | 6.89% | -0.23 pp | Healthcare Services | Decreased |
| Affle 3i Ltd AFFLE | 4.60% | -0.04 pp | Information Technology | Decreased |
| Ujjivan Small Finance Bank Ltd UJJIVANSFB | 4.38% | +0.11 pp | Banks | Increased |
| KSB Ltd KSB | 4.35% | +0.44 pp | Industrial Products | Increased |
| Eternal Ltd ETERNAL | 4.11% | +0.09 pp | Retail | Increased |
| TVS Holdings Ltd TVSHLTD | 3.93% | -0.16 pp | Financial Services | Decreased |
| Rategain Travel Technologies Ltd RATEGAIN | 3.84% | -0.19 pp | Information Technology | Decreased |
| Safari Industries (India) Ltd SAFARI | 3.73% | -0.03 pp | Consumer Goods | Decreased |
| Equitas Small Finance Bank Ltd EQUITASBNK | 3.23% | -0.07 pp | Banks | Decreased |
| CSB Bank Ltd CSBBANK | 3.21% | -0.17 pp | Banks | Decreased |
| Procter & Gamble Health Ltd PGHL | 3.19% | +0.04 pp | Healthcare | Increased |
| KEI Industries Ltd KEI | 3.17% | -0.72 pp | Industrial Products | Decreased |
| Greenpanel Industries Ltd GREENPANEL | 3.13% | +0.22 pp | Consumer Goods | Increased |
| Sapphire Foods India Ltd SAPPHIRE | 2.96% | -0.16 pp | Leisure Services | Decreased |
| Brigade Enterprises Ltd BRIGADE | 2.79% | -0.24 pp | Realty | Decreased |
| SIS Ltd SIS | 2.56% | +0.06 pp | Commercial Services | Increased |
| Angel One Ltd ANGELONE | 2.52% | 0.00 pp | Capital Markets | Unchanged |
| J K Cements Ltd JKCEMENT | 2.20% | +0.08 pp | Construction | Increased |
| PNB Housing Finance Ltd PNBHOUSING | 1.97% | +0.04 pp | Financial Services | Increased |
| Venus Pipes & Tubes Ltd VENUSPIPES | 1.90% | +0.51 pp | Industrial Products | Increased |
| Landmark Cars Ltd LANDMARK | 1.66% | -0.06 pp | Automobiles | Decreased |
| Cholamandalam Financial Holdings Ltd CHOLAHLDNG | 1.58% | -0.03 pp | Financial Services | Decreased |
| Grindwell Norton Ltd GRINDWELL | 1.56% | +0.05 pp | Industrial Products | Increased |
| RHI Magnesita India Ltd RHIM | 1.50% | +0.12 pp | Industrial Products | Increased |
| Natco Pharma Ltd NATCOPHARM | 1.44% | +0.04 pp | Healthcare | Increased |
| Westlife Foodworld Ltd WESTLIFE | 1.39% | +0.11 pp | Leisure Services | Increased |
| Elecon Engineering Company Ltd ELECON | 1.23% | +0.18 pp | Capital Goods | Increased |
| EID Parry (India) Ltd EIDPARRY | 1.19% | -0.13 pp | Chemicals | Decreased |
| Bandhan Bank Ltd BANDHANBNK | 1.13% | +1.13 pp | Banks | New |
| Amber Enterprises India Ltd AMBER | 1.09% | -0.10 pp | Consumer Goods | Decreased |
| Granules India Ltd GRANULES | 1.06% | +0.07 pp | Healthcare | Increased |
| R Systems International Ltd RSYSTEMS | 0.96% | +0.16 pp | Information Technology | Increased |
| Clean Science & Technology Ltd CLEAN | 0.96% | +0.96 pp | Chemicals | New |
| Birlasoft Ltd BSOFT | 0.95% | -0.02 pp | Information Technology | Decreased |
| AAVAS Financiers Ltd AAVAS | 0.95% | +0.01 pp | Financial Services | Increased |
| Ganesha Ecosphere Ltd GANECOS | 0.94% | +0.03 pp | Textiles | Increased |
| Century Plyboards (India) Ltd CENTURYPLY | 0.87% | -0.05 pp | Consumer Goods | Decreased |
| Can Fin Homes Ltd CANFINHOME | 0.84% | -0.05 pp | Financial Services | Decreased |
Frequently asked questions
What does Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth hold?
The table lists the equity holdings of Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth: each stock's allocation as a percentage of the fund, the change in weight since the previous disclosure, its sector, and whether the fund increased, decreased, added or exited the position.
What do Change (pp) and Trend mean?
Change (pp) is the change in a stock’s allocation in percentage points between the two latest disclosures: a move from 9.58% to 7.57% is −2.01 pp. Trend labels the same move: New for a position that was not held before, Increased or Decreased when the weight moved, Unchanged when it did not, and Exited when nothing is held now.
Why are some positions hidden?
Positions at 0.00% are ones the fund has exited. They are hidden by default so the table shows what the fund owns; the button above the table shows them.
How often are mutual fund holdings updated?
Indian mutual funds disclose their full portfolios every month, within about ten days of month end. A portfolio can be around 40 days old just before the next one comes out, and the date above the data shows when the latest one was captured.