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

INVEST

Plan: CLOSE | Option: Growth | Rohit Seksaria

21 Aug 26 | 12:00 AM

31.84 -0.00 (-0.01%)

  • Underperforms

    10.45%

    Return (1Y)

    underperformed Nifty Smallcap 100 TRI by -1.42%

  • Less Volatile

    1.08%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.09%

  • Inconsistent

    3/12

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Sundaram LT MC Tax Advantage Fund-Sr.IV (G) fund has been the 7th best in 5Y performance in the Equity - Tax Planning category

  • Sundaram LT MC Tax Advantage Fund-Sr.IV (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.IV (G) fund has been the 7th 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.IV (G), has underperformed by -1.42% (CAGR difference)

10.45%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

24 Aug 2025

Risk

In last 1 year , the volatility of Sundaram LT MC Tax Advantage Fund-Sr.IV (G) is Lower than by -0.09%

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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