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

INVEST

Plan: CLOSE | Option: Growth | Rohit Seksaria

12 Mar 26 | 12:00 AM

26.42 -0.23 (-0.87%)

  • Outperforms

    13.75%

    Return (1Y)

    beaten BSE 500 TRI by 7.79%

  • Less Volatile

    0.93%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -1.50%

  • Inconsistent

    /0

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

  • Sundaram LT Tax Advantage Fund-Sr.III (G) fund has been given the 4th best Risk adjusted performance for the past 5Y in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund-Sr.III (G) fund has been the 4th best in 3Y 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 7.79% (CAGR difference)

13.75%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

13 Mar 2025

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund-Sr.III (G) is Lower than by -1.50%

0.93%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For out of Last 0 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

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