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Sundaram LT MC Tax Advantage Fund-Sr.III (G) Equity - Tax Planning

INVEST

Plan: CLOSE | Option: Growth | Rohit Seksaria

15 May 26 | 12:00 AM

34.22 -0.12 (-0.35%)

  • Outperforms

    9.93%

    Return (1Y)

    beaten Nifty Smallcap 100 TRI by 5.51%

  • Less Volatile

    1.01%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.15%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Sundaram LT MC Tax Advantage Fund-Sr.III (G) fund has been the 5th best in 5Y performance in the Equity - Tax Planning category

  • Sundaram LT MC Tax Advantage Fund-Sr.III (G) fund has been given the 6th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • Sundaram LT MC Tax Advantage Fund-Sr.III (G) fund has been the 5th best in the 5Y SIP performance in the Equity - Tax Planning category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Sundaram LT MC Tax Advantage Fund-Sr.III (G), has beaten by 5.51% (CAGR difference)

9.93%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

18 May 2025

Risk

In last 1 year , the volatility of Sundaram LT MC Tax Advantage Fund-Sr.III (G) is Lower than by -0.15%

1.01%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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