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Outperforms
8.03%
Return (1Y)
beaten BSE 500 TRI by 9.83%
Less Volatile
0.87%
Standard Deviation (1Y)
Lower Equity - Tax Planning by -3.64%
Not so consistent
5/11
Months
Has beaten Equity - Tax Planning
Value research rating
Not Rated
Stock Composition
There is no data available for this scheme
NAV
JavaScript chart by amCharts 3.20.9 NAV Mar 03 Apr 03 30.868 30.870 30.872 30.874 30.876 30.878 30.880
JavaScript chart by amCharts 3.20.9 Sundaram LT Tax Advantage Fund - Sr.I (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 Tax Advantage Fund - Sr.I (G), has beaten BSE 500 TRI by 9.83% (CAGR difference)
This is +ve Alpha
Performance Chart for Rs
Invested in
JavaScript chart by amCharts 3.20.9 -2 -1 0 1 2 3 4 5 6 7 8 9 JavaScript chart by amCharts 3.20.9 Sundaram LT Tax Advantage Fund - Sr.I (G) BSE 500 TRI
Risk
In last 1 year , the volatility of Sundaram LT Tax Advantage Fund - Sr.I (G) is Lower than BSE 500 TRI by -3.64%
Risk Meter
JavaScript chart by amCharts 3.20.9 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0 JavaScript chart by amCharts 3.20.9 Sundaram LT Tax Advantage Fund - Sr.I (G) BSE 500 TRI
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
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 -10 -5 0 5 JavaScript chart by amCharts 3.20.9 Sundaram LT Tax Advantage Fund - Sr.I (G) BSE 500 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 10 15 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, the benchmark the benchmark
View Stock Composition
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