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

INVEST

Plan: CLOSE | Option: Dividend | Rohit Seksaria

07 Aug 26 | 12:00 AM

32.17 0.19 (0.60%)

  • Underperforms

    11.69%

    Return (1Y)

    underperformed Nifty Smallcap 100 TRI by -1.32%

  • Less Volatile

    1.08%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.10%

  • Inconsistent

    3/12

    Months

    Has underperformed 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 underperformed by -1.32% (CAGR difference)

11.69%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

08 Aug 2025

Risk

In last 1 year , the volatility of Sundaram LT MC Tax Advantage Fund-Sr.III (IDCW) is Lower than by -0.10%

1.08%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed 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

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