Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth
Sundaram
Detailed equity portfolio holdings for Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
39 holdings· 96.08% 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 |
|---|---|---|---|---|
| Aster DM Quality Care Ltd ASTERDM | 7.12% | -0.43 pp | Healthcare Services | Decreased |
| MTAR Technologies Ltd MTARTECH | 6.58% | +1.37 pp | Aerospace & Defense | Increased |
| Affle 3i Ltd AFFLE | 4.64% | +0.15 pp | Information Technology | Increased |
| Ujjivan Small Finance Bank Ltd UJJIVANSFB | 4.27% | -1.25 pp | Banks | Decreased |
| TVS Holdings Ltd TVSHLTD | 4.09% | -0.34 pp | Financial Services | Decreased |
| Rategain Travel Technologies Ltd RATEGAIN | 4.03% | +0.18 pp | Information Technology | Increased |
| Eternal Ltd ETERNAL | 4.02% | +0.41 pp | Retail | Increased |
| KSB Ltd KSB | 3.91% | -0.13 pp | Industrial Products | Decreased |
| KEI Industries Ltd KEI | 3.90% | +0.59 pp | Industrial Products | Increased |
| Safari Industries (India) Ltd SAFARI | 3.76% | -0.02 pp | Consumer Goods | Decreased |
| CSB Bank Ltd CSBBANK | 3.38% | +0.22 pp | Banks | Increased |
| Equitas Small Finance Bank Ltd EQUITASBNK | 3.31% | +0.03 pp | Banks | Increased |
| Procter & Gamble Health Ltd PGHL | 3.15% | -0.37 pp | Healthcare | Decreased |
| Sapphire Foods India Ltd SAPPHIRE | 3.11% | +0.72 pp | Leisure Services | Increased |
| Brigade Enterprises Ltd BRIGADE | 3.03% | +0.42 pp | Realty | Increased |
| Greenpanel Industries Ltd GREENPANEL | 2.92% | +0.60 pp | Consumer Goods | Increased |
| Angel One Ltd ANGELONE | 2.52% | -0.03 pp | Capital Markets | Decreased |
| SIS Ltd SIS | 2.50% | +0.10 pp | Commercial Services | Increased |
| J K Cements Ltd JKCEMENT | 2.12% | -0.07 pp | Construction | Decreased |
| PNB Housing Finance Ltd PNBHOUSING | 1.93% | +0.20 pp | Financial Services | Increased |
| Landmark Cars Ltd LANDMARK | 1.72% | -0.03 pp | Automobiles | Decreased |
| Cholamandalam Financial Holdings Ltd CHOLAHLDNG | 1.61% | -0.01 pp | Financial Services | Decreased |
| Grindwell Norton Ltd GRINDWELL | 1.51% | -0.03 pp | Industrial Products | Decreased |
| Natco Pharma Ltd NATCOPHARM | 1.39% | -0.09 pp | Healthcare | Decreased |
| Venus Pipes & Tubes Ltd VENUSPIPES | 1.39% | +0.02 pp | Industrial Products | Increased |
| RHI Magnesita India Ltd RHIM | 1.38% | -0.03 pp | Industrial Products | Decreased |
| EID Parry (India) Ltd EIDPARRY | 1.32% | +0.10 pp | Chemicals | Increased |
| Westlife Foodworld Ltd WESTLIFE | 1.29% | +0.17 pp | Leisure Services | Increased |
| Shivalik Bimetal Controls Ltd SBCL | 1.23% | -0.79 pp | Industrial Products | Decreased |
| Amber Enterprises India Ltd AMBER | 1.19% | +0.06 pp | Consumer Goods | Increased |
| Elecon Engineering Company Ltd ELECON | 1.04% | +0.01 pp | Capital Goods | Increased |
| Granules India Ltd GRANULES | 0.99% | +0.99 pp | Healthcare | New |
| Birlasoft Ltd BSOFT | 0.98% | -0.01 pp | Information Technology | Decreased |
| AAVAS Financiers Ltd AAVAS | 0.95% | -0.05 pp | Financial Services | Decreased |
| Century Plyboards (India) Ltd CENTURYPLY | 0.92% | -0.03 pp | Consumer Goods | Decreased |
| Ganesha Ecosphere Ltd GANECOS | 0.92% | -0.12 pp | Textiles | Decreased |
| Can Fin Homes Ltd CANFINHOME | 0.88% | -0.01 pp | Financial Services | Decreased |
| R Systems International Ltd RSYSTEMS | 0.81% | -0.03 pp | Information Technology | Decreased |
| Carborundum Universal Ltd CARBORUNIV | 0.27% | +0.02 pp | Industrial Products | Increased |