﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Sundaram Long Term Tax Advantage Fund Series IV</Fund_Name><Option_Names_Regular__Direct>Plan: Regular and Direct; Option: Growth and IDCW</Option_Names_Regular__Direct><Fund_Type>A 10 year close ended Equity Linked Savings Scheme</Fund_Type><Riskometer_At_the_time_of_Launch>Very High Risk</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High Risk</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>ELSS</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>NA</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>the investment objective of the scheme is to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity &amp;amp; Equity related securities*: 80- 100%;   Fixed Income and money  market securities: 0-20%</Stated_Asset_Allocation><Face_Value>Rs 10 per unit</Face_Value><NFO_Open_Date>27 Mar 2018</NFO_Open_Date><NFO_Close_date>27 Jun 2018</NFO_Close_date><Allotment_Date>29 Jun 2018</Allotment_Date><Reopen_Date>Not Applicable</Reopen_Date><Maturity_Date_For_closedend_funds>29 Jun 2028</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>S&amp;amp;P BSE 500 TRI</Benchmark_Tier_1><Benchmark_Tier_2>NA</Benchmark_Tier_2><Fund_Manager_Name>Mr. Rohit Seksaria</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Comanage</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>31st December 2021</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 1.24, Direct 1.04</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>NIL</Exit_Load_if_applicable><Custodian>Standard Chartered Bank, Mumbai</Custodian><Auditor>R.G.N.PRICE &amp;amp; CO</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out /><Listing_Details>Listed</Listing_Details><ISINs>Direct Plan - Growth: INF903JA1CZ6; Direct Plan -IDCW: INF903JA1DA7; Regular Plan - Growth: INF903JA1CX1; Regular Plan IDCW: INF903JA1CY9</ISINs><AMFI_Codes_To_be_phased_out>143077, 143078, 143079, 143080</AMFI_Codes_To_be_phased_out><SEBI_Codes>SUND/C/E/ELS/17/12/0037</SEBI_Codes><Minimum_Application_Amount>For both Regular and Direct Plan Rs 500/-</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>Rs.500/-</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>NA</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>Not Applicable</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>Redemption/switch-out is permitted after the lock in period of 3 years from the date of allotment. the minimum amount of Redemption/switch-out would be Rs. 500/-</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>50 Units</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>Same as redemption</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>Same as redemption</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Not Applicable</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>Not Applicable</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>Not Applicable</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>Not Applicable</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>Not Applicable</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Not Applicable</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Not Applicable</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>