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

INVEST

Plan: CLOSE | Option: Dividend | Rohit Seksaria

12 Mar 26 | 12:00 AM

28.27 -0.25 (-0.87%)

  • Outperforms

    13.76%

    Return (1Y)

    beaten BSE 500 TRI by 7.79%

  • Less Volatile

    0.92%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -1.51%

  • Inconsistent

    /0

    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.IV (IDCW), has underperformed by 7.79% (CAGR difference)

13.76%

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.IV (IDCW) is Lower than by -1.51%

0.92%

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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