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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

25 Oct 24 | 12:00 AM

26.20 -0.36 (-1.36%)

  • Underperforms

    29.06%

    Return (1Y)

    underperformed BSE 500 TRI by -5.63%

  • More Volatile

    1.01%

    Standard Deviation (1Y)

    Higher Equity - Tax Planning by 0.08%

  • Inconsistent

    2/6

    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 -5.63% (CAGR difference)

29.06%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

21 Nov 2023

Risk

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

1.01%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 6 Months, i.e 33.33% 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