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

INVEST

Plan: CLOSE | Option: Dividend | Rohit Seksaria

27 Jan 26 | 12:00 AM

26.00 -0.06 (-0.25%)

  • Outperforms

    5.65%

    Return (1Y)

    beaten Nifty Smallcap 100 TRI by 4.30%

  • Less Volatile

    0.99%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.33%

  • 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.IV (IDCW), has beaten by 4.30% (CAGR difference)

5.65%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

29 Jan 2025

Risk

In last 1 year , the volatility of Sundaram LT MC Tax Advantage Fund-Sr.IV (IDCW) is Lower than by -0.33%

0.99%

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

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