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

INVEST

Plan: CLOSE | Option: Dividend | Rohit Seksaria

27 Jan 26 | 12:00 AM

29.09 -0.05 (-0.18%)

  • Outperforms

    8.14%

    Return (1Y)

    beaten BSE 500 TRI by 2.17%

  • Less Volatile

    0.95%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -1.79%

  • Inconsistent

    0/2

    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 2.17% (CAGR difference)

8.14%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

29 Jan 2025

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) is Lower than by -1.79%

0.95%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 0 out of Last 2 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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