Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V: NAV, Returns and Maturity Status Compared

Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V compares two schemes that are both still active today. Sundaram Long Term Tax Advantage Fund Series IV carries a current NAV of Rs 37.6315 per the latest AMFI data, while the comparison fund in this article stands at Rs 33.3897, and both continue to compound investor money toward their eventual maturity.

That difference shapes what Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V 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 IV vs SBI Series V: Quick Comparison Table

The table below sets out Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V on structure, NAV and verified returns computed from official AMFI NAV history.

Parameter	Sundaram Long Term Tax Advantage Fund Series IV	SBI Long Term Advantage Fund – Series V
Fund house	Sundaram Mutual Fund	SBI Mutual Fund
Category	Close ended ELSS	Close ended ELSS
Units allotted	2018	2018
Current status	Live, matures around 2028	Live, matures around 2028
Latest / final NAV	Rs 37.6315	Rs 33.3897
CAGR since launch	17.88% per year	16.55% per year
Total return since launch	About 275.4%	About 242.8%
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 IV vs SBI Series V: NAV and Live Performance

The Sundaram Long Term Tax Advantage Fund Series IV side of Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V has compounded investor money at 17.88 percent per year since units were allotted in 2018, a total gain of about 275.4 percent to date. Based on AMFI NAV history, it has also delivered a 3 year CAGR of 16.55 percent and a 5 year CAGR of 18.87 percent.

The comparison fund in Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V, SBI Long Term Advantage Fund – Series V, has compounded at 16.55 percent per year since 2018, a total return of about 242.8 percent and is still adding to that figure today.

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Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V: Maturity and Investment Status

Structurally, Sundaram Long Term Tax Advantage Fund Series IV is a close ended ELSS. It accepted money only during its 2018 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 any units still outstanding will be compulsorily redeemed around 2028 at maturity.

The comparison fund in Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V followed the same structure. It remains live and unitholders can redeem freely at the current NAV of Rs 33.3897 at any time before its eventual maturity.

Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V: Which Fund Performed Better

On pure lifetime CAGR, Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V tilts toward Sundaram Long Term Tax Advantage Fund Series IV, which has compounded at 17.88 percent per year versus 16.55 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 IV vs SBI Series V. 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 IV vs SBI Series V 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 IV vs SBI Series V sits in the close ended structure itself, not in which fund edged ahead.

Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V: Key Takeaways for Tax Saving Investors

Close ended ELSS schemes, as Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V 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 IV vs SBI Series V, 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 IV vs SBI Series V 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 IV vs SBI Series V, the NAV figures above are the fastest way to see which scheme has compounded faster to date.

Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V 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 IV vs SBI Series V 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 IV vs SBI Series V is most useful for existing unitholders deciding whether to redeem, hold, or reinvest elsewhere.

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Conclusion

Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V ultimately does not favour one fund by a wide margin. Sundaram Long Term Tax Advantage Fund Series IV shows a verified CAGR of 17.88 percent since 2018, while the comparison fund has compounded at 16.55 percent since 2018. Neither side of Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V 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.

FAQs on Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V

In Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V, which fund performed better?

Ans. On lifetime CAGR, Sundaram Long Term Tax Advantage Fund Series IV finished ahead at about 17.88 percent per year, versus 16.55 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 IV in Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V?

Ans. The latest NAV of Sundaram Long Term Tax Advantage Fund Series IV is Rs 37.6315, per official AMFI data, declared on the most recent NAV date.

Is the comparison fund in Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V still active?

Ans. Yes, it continues to publish a daily NAV of Rs 33.3897 per the latest AMFI data and remains open for redemption at any time.

Can I invest in either fund from Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V today?

Ans. No fresh investment is possible in either scheme covered in Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V. 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 IV?

Ans. Sundaram Long Term Tax Advantage Fund Series IV 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 IV delivered?

Ans. Sundaram Long Term Tax Advantage Fund Series IV has compounded at roughly 17.88 percent per year since its 2018 launch, a total gain of about 275.4 percent, with a 3 year CAGR of 16.55 percent per the latest AMFI NAV history.

What happened to investors in the Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V comparison at maturity?

Ans. Neither scheme in Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V has matured yet, so no compulsory redemption has taken place on either side; both remain open for voluntary redemption at the current NAV.

What is the key takeaway from Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V?

Ans. The key takeaway from Sundaram Long Term Tax Advantage Fund Series IV vs SBI Series V 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.