Sundaram LT Tax Adv Fund-Sr II-(G)-Direct Plan

24.71 0.19 (0.76%) NAV as on 14-Oct-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return13.2127.9258.8421.4115.6517.64
Category Avg13.8629.4260.9921.4215.6517.30
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX15.8826.2950.2820.8517.24-
BSE50015.3629.2761.7321.7316.33-
NIFTY15.6726.4353.1920.5316.40-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202110.069.69NA7.74
202021.5011.3320.94-28.24
20190.68-3.686.643.66
20182.30-0.931.80-6.27
20173.300.4712.0111.90
20168.447.58-0.58NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.38346816.8
20197.239727.75
2018-3.32275-3.08
201730.08546835.94
201615.042623.78

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)60.5628-Mar-1481.3540.9626.4126.93
Quant Tax Plan(G)227.7231-Mar-0098.1638.0524.9215.61
SBI Tax advantage Fund-II(G)85.1609-Apr-1282.2637.8325.0425.14
BOI AXA Tax Advantage Fund-Reg(G)106.8627-Feb-0969.9431.2620.7420.61
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.9033
Semi Standard Deviation [%]0.5867
Beta [%]0.8989
Sharp Ratio [%]0.9795
R-Square [%]0.9490
Expense Ratio [%]1.2000
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]0.0393
Treynor Ratio [%]0.2012
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0890
SORTINO Ratio [%]0.2684

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY