Quotes

Back To Menu

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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

10 Nov 25 | 12:00 AM

28.55 0.10 (0.35%)

  • Outperforms

    6.84%

    Return (1Y)

    beaten BSE 500 TRI by 0.87%

  • Less Volatile

    0.78%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.57%

  • Inconsistent

    2/4

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

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 (IDCW), has underperformed by 0.87% (CAGR difference)

6.84%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

11 Nov 2024

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund - Sr.II (IDCW) is Lower than by -2.57%

0.78%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 4 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

View Stock Composition