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

Plan: CLOSE | Option: Dividend | Rohit Seksaria

20 Dec 24 | 12:00 AM

29.34 -1.17 (-3.83%)

  • Underperforms

    15.89%

    Return (1Y)

    underperformed BSE 500 TRI by -18.81%

  • More Volatile

    1.02%

    Standard Deviation (1Y)

    Higher Equity - Tax Planning by 0.08%

  • Inconsistent

    2/5

    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 -18.81% (CAGR difference)

15.89%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

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

1.02%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 5 Months, i.e 40% 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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