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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

25 Oct 24 | 12:00 AM

27.07 -0.40 (-1.45%)

  • Outperforms

    30.42%

    Return (1Y)

    beaten Nifty Smallcap 100 TRI by 2.06%

  • Less Volatile

    1.05%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.32%

  • Not so consistent

    5/11

    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 2.06% (CAGR difference)

30.42%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

21 Nov 2023

Risk

In last 1 year , the volatility of Sundaram LT MC Tax Advantage Fund-Sr.IV (IDCW) is Lower than by -0.32%

1.05%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% 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