Sundaram Long Term Tax Advantage Fund Series IV Direct Plan is an average performer in its category with a BullWiser Honest Score of 6.3/10 — above the ELSS category median of 5.4/10 across 18 funds. Its 3-year CAGR of 18.7% outperforms the ELSS category average of 16.6% by +2.1 percentage points. As a Direct plan, Sundaram Long Term Tax Advantage Fund Series IV Direct Plan eliminates the distributor commission built into Regular plans, maximising the net return to the investor.
Fund Details
Fund Name
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan
Category
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
14.0%
3Y CAGR
18.7%
vs Category Average — ELSS
3Y CAGR
This fund+2.1% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund+0.9 vs category avg
Category: ELSS · 18 Direct-plan funds compared · 0% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan?
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan has a BullWiser Honest Score of 6.3/10 (AVERAGE).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan?
The Total Expense Ratio (TER) of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan?
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan has delivered 14.0% 1-year returns and
18.7% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is Sundaram Long Term Tax Advantage Fund Series IV Direct Plan a good investment?
BullWiser rates Sundaram Long Term Tax Advantage Fund Series IV Direct Plan as AVERAGE (Honest Score 6.3/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the ELSS category.
How does Direct Plan differ from Regular Plan for Sundaram Long Term Tax Advantage Fund Series IV Direct Plan?
The Direct plan of Sundaram Long Term Tax Advantage Fund Series IV Direct Plan has a lower expense ratio than the Regular plan because no distributor commission is paid.
On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth.
BullWiser always recommends Direct plans for cost-conscious investors.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse ELSS Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.