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

Plan: CLOSE | Option: Growth | Rohit Seksaria

19 Jun 25 | 12:00 AM

32.09 -0.38 (-1.16%)

  • Underperforms

    0.11%

    Return (1Y)

    underperformed BSE 500 TRI by -5.85%

  • Less Volatile

    1.09%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.02%

  • Not so consistent

    4/9

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Sundaram LT Tax Advantage Fund-Sr.IV (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund-Sr.IV (G) fund has been the 9th best in the 3Y SIP performance in the Equity - Tax Planning category

  • Sundaram LT Tax Advantage Fund-Sr.IV (G) fund has been the 9th 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.IV (G), has beaten by -5.85% (CAGR difference)

0.11%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

20 Jun 2024

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund-Sr.IV (G) is Lower than by -3.02%

1.09%

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