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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

04 Dec 25 | 12:00 AM

28.97 0.01 (0.04%)

  • Outperforms

    7.13%

    Return (1Y)

    beaten BSE 500 TRI by 1.16%

  • Less Volatile

    0.75%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.72%

  • Inconsistent

    2/3

    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.II (IDCW), has underperformed by 1.16% (CAGR difference)

7.13%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

05 Dec 2024

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund - Sr.II (IDCW) is Lower than by -2.72%

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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