Sundaram Long Term Tax Advantage Fund Series IV
Holdings
41
Concentrated
Top 10 weight
47%
Concentration
Strategy
Active
Portfolio style
Equity
96%
Asset allocation
Portfolio
19Sectors3Large positions13.9%Top: Industrial Products0.0%Cash
Market-cap allocation
Large cap4%
Mid cap7%
Small cap82%
Asset allocation
Equity96%
Top holdings
Aster DM Healthcare LtdEQUITY7.5%
Ujjivan Small Finance Bank LtdEQUITY5.5%
MTAR Technologies LtdEQUITY5.2%
Affle (India) LtdEQUITY4.5%
TVS Holdings LtdEQUITY4.4%
TREPSDERIVATIVE4.3%
KSB LTDEQUITY4.0%
Rate Gain Travel Technologies LtdEQUITY3.8%
Safari Industries (India) LtdEQUITY3.8%
Eternal Ltd (Previously Zomato Ltd)EQUITY3.6%
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Portfolio read
- 96% equity.
- Large-cap exposure is 4%.
- Largest equity sector is Industrial Products at 13.9%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Industrial Products13.9%
Banks12.0%
Finance9.7%
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