Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV: NAV, Returns and Maturity Status Compared
- July 21, 2026
- Posted by: Ankit Jaiswal
- Category: News
Sundaram Long Term Tax Advantage Fund Series II NAV Rs 36.3216, 13.76% CAGR since 2016. UTI Long Term Advantage Fund Series matured, final NAV Rs 16.4953, lifetime CAGR 11.3%.
Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV compares two schemes that have both already matured. Sundaram Long Term Tax Advantage Fund Series II closed at a final NAV of Rs 36.3216 in 2026, while the comparison fund closed at Rs 16.4953 in 2021, and neither is available for fresh investment today.
That difference shapes what Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV means for you. If you hold units in either scheme, the lock in period has ended, so the choice is between redeeming now, holding until maturity, or reallocating toward an open ended ELSS fund that accepts fresh money and runs a SIP.
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Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV: Quick Comparison Table
The table below sets out Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV on structure, NAV and verified returns computed from official AMFI NAV history.
| Parameter | Sundaram Long Term Tax Advantage Fund Series II | UTI Long Term Advantage Fund Series IV |
|---|---|---|
| Fund house | Sundaram Mutual Fund | UTI Mutual Fund |
| Category | Close ended ELSS | Close ended ELSS |
| Units allotted | 2016 | 2017 |
| Current status | Matured in 2026 | Matured in 2021 |
| Latest / final NAV | Rs 36.3216 | Rs 16.4953 |
| CAGR since launch | 13.76% per year | 11.3% per year |
| Total return since launch | About 262.9% | About 64.4% |
| Lock in | 3 years (already over) | 3 years (already over) |
| Fresh investment allowed | No, NFO only scheme | No, NFO only scheme |
Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV: NAV and Live Performance
The Sundaram Long Term Tax Advantage Fund Series II side of Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV has compounded investor money at 13.76 percent per year since units were allotted in 2016, a total gain of about 262.9 percent to date. Based on AMFI NAV history, it has also delivered a 3 year CAGR of 14.39 percent and a 5 year CAGR of 13.03 percent.
The comparison fund in Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV, UTI Long Term Advantage Fund Series IV, has compounded at 11.3 percent per year since 2017, a total return of about 64.4 percent locked in at its final NAV.
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Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV: Maturity and Investment Status
Structurally, Sundaram Long Term Tax Advantage Fund Series II is a close ended ELSS. It accepted money only during its 2016 new fund offer, gave investors Section 80C tax benefits, and imposed a three year lock in. Since that lock in ended, unitholders have been free to redeem on any business day at NAV, and the scheme has since completed its full life cycle and matured.
The comparison fund in Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV followed the same structure. It has already completed its full life cycle, with outstanding units compulsorily redeemed at the prevailing NAV of Rs 16.4953 in 2021.
Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV: Which Fund Performed Better
On pure lifetime CAGR, Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV tilts toward Sundaram Long Term Tax Advantage Fund Series II, which has compounded at 13.76 percent per year versus 11.3 percent per year for the other scheme. Entry and exit timing plays a real role here since ELSS NFOs launched in different market cycles naturally show different lifetime returns.
Total wealth created can tell a different story than annualised CAGR in Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV. A scheme that has stayed invested longer compounds a larger absolute gain even at a lower annual rate, while a matured scheme locks in its return the moment it closes and forces the investor to find a new home for that money, which carries its own reinvestment risk.
The honest verdict from Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV is that both schemes broadly did their job as Section 80C tax savers. Each one delivered a healthy multi year return well ahead of inflation. The bigger lesson from Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV sits in the close ended structure itself, not in which fund edged ahead.
Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV: Key Takeaways for Tax Saving Investors
Close ended ELSS schemes, as Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV shows, are largely a discontinued category today. You cannot add money after the NFO, you cannot run a SIP, and your exit at maturity may or may not land in a favourable market. Open ended ELSS funds solve all three problems while offering the same Section 80C benefit and the same three year lock in per instalment.
If you still hold either fund from Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV, review it the way you would any equity fund. The lock in is over on both sides, so the choice between redeeming now and holding until maturity should rest on your goals, your tax situation on gains, and whether the money has a better destination. A SEBI registered investment adviser can help you weigh that call against your full portfolio.
Many investors researching Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV also want to know how the lock in and tax treatment compare before deciding where to hold their money.
For a reader evaluating Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV, the NAV figures above are the fastest way to see which scheme has compounded faster to date.
Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV is a useful reference point whenever either scheme comes up in a broader ELSS portfolio review.
Anyone tracking Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV should note that neither scheme is open for new lump sum or SIP investment today.
The comparison in Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV is most useful for existing unitholders deciding whether to redeem, hold, or reinvest elsewhere.
Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV also matters for investors comparing Section 80C options across different fund houses before their next tax filing.
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Conclusion
Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV ultimately does not favour one fund by a wide margin. Sundaram Long Term Tax Advantage Fund Series II shows a verified CAGR of 13.76 percent since 2016, while the comparison fund has compounded at 11.3 percent since 2017. Neither side of Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV accepts fresh money today, so for new tax saving investment in FY 2026-27, an open ended ELSS with a consistent track record is the practical route. Historically, disciplined ELSS investing has rewarded patience, but always consult a SEBI registered adviser before acting.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
FAQs on Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV
In Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV, which fund performed better?
Ans. On lifetime CAGR, Sundaram Long Term Tax Advantage Fund Series II finished ahead at about 13.76 percent per year, versus 11.3 percent per year for the other scheme in this comparison. Total wealth created can still favour the scheme that has stayed invested longer, even at a lower annual rate.
What is the latest NAV of Sundaram Long Term Tax Advantage Fund Series II in Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV?
Ans. The final NAV of Sundaram Long Term Tax Advantage Fund Series II is Rs 36.3216, per official AMFI data, declared in 2026 at maturity.
Is the comparison fund in Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV still active?
Ans. No, it has already matured. Its final declared NAV was Rs 16.4953, declared in 2021, after which the scheme stopped publishing NAVs and proceeds were paid out to unitholders.
Can I invest in either fund from Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV today?
Ans. No fresh investment is possible in either scheme covered in Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV. Both are close ended ELSS schemes that accepted subscriptions only during their respective new fund offers, and neither is accepting or holding new investor money now.
What type of fund is Sundaram Long Term Tax Advantage Fund Series II?
Ans. Sundaram Long Term Tax Advantage Fund Series II is a close ended equity linked savings scheme, or ELSS, from Sundaram Mutual Fund. Investments made during its NFO qualified for Section 80C tax deduction and carried a three year lock in period.
What returns has Sundaram Long Term Tax Advantage Fund Series II delivered?
Ans. Sundaram Long Term Tax Advantage Fund Series II has compounded at roughly 13.76 percent per year since its 2016 launch, a total gain of about 262.9 percent, with a 3 year CAGR of 14.39 percent per the latest AMFI NAV history.
What happened to investors in the Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV comparison at maturity?
Ans. At maturity, outstanding units were compulsorily redeemed at the prevailing NAV and the proceeds were paid to unitholders. This is the standard process for every close ended ELSS scheme once its tenure ends.
What is the key takeaway from Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV?
Ans. The key takeaway from Sundaram Long Term Tax Advantage Fund Series II vs UTI Series IV is that close ended ELSS schemes cannot take fresh money after their NFO, so investors comparing them today should treat this as a reference case rather than a live investment choice. An open ended ELSS fund with a consistent long term record is the practical route for new tax saving investment.
