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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

20 Dec 24 | 12:00 AM

26.22 -1.08 (-3.97%)

  • Underperforms

    15.84%

    Return (1Y)

    underperformed BSE 500 TRI by -18.86%

  • More Volatile

    1.03%

    Standard Deviation (1Y)

    Higher Equity - Tax Planning by 0.08%

  • Inconsistent

    2/5

    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.III (IDCW), has underperformed by -18.86% (CAGR difference)

15.84%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund-Sr.III (IDCW) is Higher than by 0.08%

1.03%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 5 Months, i.e 40% 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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