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

Plan: CLOSE | Option: Growth | Rohit Seksaria

12 Dec 25 | 12:00 AM

37.91 0.32 (0.86%)

  • Outperforms

    6.93%

    Return (1Y)

    beaten BSE 500 TRI by 0.96%

  • Less Volatile

    0.75%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.34%

  • Inconsistent

    2/3

    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 4th best in 5Y performance in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund - Sr.II (G) fund has been given the 3rd best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund - Sr.II (G) fund has been the 2nd best in 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 0.96% (CAGR difference)

6.93%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

13 Dec 2024

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund - Sr.II (G) is Lower than by -2.34%

0.75%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 3 Months, i.e 66.67% 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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