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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

20 Dec 24 | 12:00 AM

28.86 -1.20 (-3.99%)

  • Underperforms

    17.40%

    Return (1Y)

    underperformed Nifty Smallcap 100 TRI by -13.46%

  • Less Volatile

    1.06%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.30%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Sundaram LT MC Tax Advantage Fund-Sr.III (IDCW), has beaten by -13.46% (CAGR difference)

17.40%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of Sundaram LT MC Tax Advantage Fund-Sr.III (IDCW) is Lower than by -0.30%

1.06%

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