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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

20 Dec 24 | 12:00 AM

24.60 -1.06 (-4.14%)

  • Underperforms

    13.96%

    Return (1Y)

    underperformed BSE 500 TRI by -20.74%

  • Less Volatile

    0.90%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.04%

  • Inconsistent

    1/5

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Sundaram LT Tax Advantage Fund - Sr.I (IDCW), has underperformed by -20.74% (CAGR difference)

13.96%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund - Sr.I (IDCW) is Lower than by -0.04%

0.90%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 5 Months, i.e 20% 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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