Quotes

Back To Menu

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

Plan: CLOSE | Option: Growth | Rohit Seksaria

04 Dec 25 | 12:00 AM

28.87 -0.09 (-0.30%)

  • Underperforms

    0.96%

    Return (1Y)

    underperformed BSE 500 TRI by -5.01%

  • Less Volatile

    0.99%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.48%

  • Inconsistent

    0/3

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Sundaram LT Tax Advantage Fund-Sr.III (G) fund has been the 6th best in the 5Y SIP performance in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund-Sr.III (G) fund has been the 6th best in the 3Y SIP performance in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund-Sr.III (G) fund has been the 6th best in the 1Y 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.III (G), has underperformed by -5.01% (CAGR difference)

0.96%

Underperforms

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.III (G) is Lower than by -2.48%

0.99%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 0 out of Last 3 Months, i.e 0% 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