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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

16 Jun 25 | 12:00 AM

29.97 0.08 (0.28%)

  • Underperforms

    1.82%

    Return (1Y)

    underperformed BSE 500 TRI by -4.15%

  • Less Volatile

    1.09%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -3.00%

  • Not so consistent

    4/9

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

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 (IDCW), has underperformed BSE 500 TRI by -4.14% (CAGR difference)

1.82%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

17 Jun 2024

JavaScript chart by amCharts 3.20.91.52.02.53.03.54.04.55.05.56.06.5
JavaScript chart by amCharts 3.20.9Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) BSE 500 TRI

Risk

In last 1 year , the volatility of Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) is Lower than BSE 500 TRI by -3.00%

1.09%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.5
JavaScript chart by amCharts 3.20.9Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) BSE 500 TRI

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

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9Sundaram LT Tax Advantage Fund-Sr.IV (IDCW) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJan-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 14 Stocks beating the benchmark 23 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition