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Sundaram Diversified Equity (IDCW) Equity - Tax Planning
INVEST

Plan: OPEN | Option: Dividend | Sudhir Kedia

20 Dec 24 | 12:00 AM

16.53 -0.85 (-4.88%)

  • Underperforms

    14.31%

    Return (1Y)

    underperformed Nifty 500 TRI by -5.64%

  • Less Volatile

    0.83%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.13%

  • Consistent

    7/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Sundaram Diversified Equity (IDCW), has beaten by -5.64% (CAGR difference)

14.31%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of Sundaram Diversified Equity (IDCW) is Lower than by -0.13%

0.83%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition