Image size cannot exceed 512 KB.
Underperforms
3.14%
Return (1Y)
underperformed Nifty Smallcap 100 TRI by -3.02%
Less Volatile
1.16%
Standard Deviation (1Y)
Lower Equity - Tax Planning by -0.67%
Consistent
8/11
Months
Has beaten Equity - Tax Planning
Value research rating
Not Rated
Stock Composition
NAV
JavaScript chart by amCharts 3.20.9 NAV Apr 03 May 03 Jun 03 Jul 03 Oct 03 Nov 03 Dec 03 22.0 22.5 23.0 23.5
JavaScript chart by amCharts 3.20.9 Sundaram LT MC Tax Advantage Fund-Sr.V (G)
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.V (G), has underperformed Nifty Smallcap 100 TRI by -3.02% (CAGR difference)
This is -ve Alpha
Performance Chart for Rs
Invested in
JavaScript chart by amCharts 3.20.9 3.0 3.5 4.0 4.5 5.0 5.5 6.0 6.5 JavaScript chart by amCharts 3.20.9 Sundaram LT MC Tax Advantage Fund-Sr.V (G) Nifty Smallcap 100 TRI
Risk
In last 1 year , the volatility of Sundaram LT MC Tax Advantage Fund-Sr.V (G) is Lower than Nifty Smallcap 100 TRI by -0.67%
Risk Meter
JavaScript chart by amCharts 3.20.9 1.10 1.15 1.20 1.25 1.30 1.35 1.40 1.45 1.50 1.55 1.60 1.65 1.70 1.75 1.80 1.85 JavaScript chart by amCharts 3.20.9 Sundaram LT MC Tax Advantage Fund-Sr.V (G) Nifty Smallcap 100 TRI
Peer Comparison on Risk - Return
Consistency
For 8 out of Last 11 Months, i.e 72.73% of the times It beaten its benchmark, Equity - Tax Planning
Consistency Meter
JavaScript chart by amCharts 3.20.9 JavaScript chart by amCharts 3.20.9 Consistent Inconsistent
JavaScript chart by amCharts 3.20.9 Monthly Return Comparison Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan -20 -10 0 10 20 JavaScript chart by amCharts 3.20.9 Sundaram LT MC Tax Advantage Fund-Sr.V (G) Nifty Smallcap 100 TRI
JavaScript chart by amCharts 3.20.9 Monthly Alpha Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan -5 0 5 JavaScript chart by amCharts 3.20.9 -ve Alpha (%) +ve Alpha (%)
Outperforming Stocks Vs. Underperforming Stocks
Based on the last 1year analysis, currently there are, 10 Stocks beating the benchmark 25 Stocks not beating the benchmark
JavaScript chart by amCharts 3.20.9 JavaScript chart by amCharts 3.20.9 Outperforming Stocks Underperforming Stocks
View Stock Composition
Thanks for Liking, Please spread your love by sharing...