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Sundaram LT Tax Advantage Fund - Sr.II (G) Equity - Tax Planning

INVEST

Plan: CLOSE | Option: Growth | Rohit Seksaria

27 Jan 26 | 12:00 AM

37.34 0.31 (0.85%)

  • Outperforms

    14.43%

    Return (1Y)

    beaten BSE 500 TRI by 8.46%

  • Less Volatile

    0.72%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.02%

  • Inconsistent

    1/2

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Sundaram LT Tax Advantage Fund - Sr.II (G) fund has been the 2nd best in 5Y performance in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund - Sr.II (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund - Sr.II (G) fund has topped the 5Y SIP performance in the Equity - Tax Planning category

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.II (G), has underperformed by 8.46% (CAGR difference)

14.43%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

29 Jan 2025

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund - Sr.II (G) is Lower than by -2.02%

0.72%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 2 Months, i.e 50% 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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