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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

17 Jun 25 | 12:00 AM

26.63 -0.12 (-0.44%)

  • Underperforms

    0.95%

    Return (1Y)

    underperformed BSE 500 TRI by -5.02%

  • Less Volatile

    1.10%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.99%

  • Not so consistent

    4/9

    Months

    Has beaten 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.III (IDCW), has beaten by -5.02% (CAGR difference)

0.95%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

18 Jun 2024

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund-Sr.III (IDCW) is Lower than by -2.99%

1.10%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 9 Months, i.e 44.44% of the times It beaten 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