Sundaram LT Tax Adv Fund-Sr III-(IDCW)-Direct Plan

15.38 0.35 (2.31%) NAV as on 26-Oct-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return6.8844.3798.2723.91NA12.06
Category Avg10.5626.8856.2021.75NA16.88
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX15.0827.3449.8521.8616.76-
BSE50011.9826.5956.9821.9715.38-
NIFTY14.3126.3951.9321.4215.84-

* 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
202127.3812.52NA11.16
202016.6217.5725.33-31.80
2019-4.67-7.510.424.54
2018-6.55-10.743.17NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.19356816.8
2019-7.4368727.75
2018-13.946375-3.08
2017NA706135.94

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)59.4928-Mar-1474.9240.4325.3226.36
SBI Tax advantage Fund-II(G)85.0509-Apr-1278.2438.8123.9824.96
Quant Tax Plan(G)222.0631-Mar-0087.9637.4623.2615.36
BOI AXA Tax Advantage Fund-Reg(G)102.2527-Feb-0960.6131.1619.1619.99
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.8738
Semi Standard Deviation [%]0.5701
Beta [%]0.6023
Sharp Ratio [%]1.4092
R-Square [%]0.5962
Expense Ratio [%]0.9800
AVG Ratio [%]0.1668
Other Ratios
Jenson Ratio [%]0.1776
Treynor Ratio [%]0.4507
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1719
SORTINO Ratio [%]0.2734

Return Calculator

MARKET STATS As on 26/10/2021 As on 26/10/2021

18268.40 (0.79) 61350.26 (0.63)

TOP GAINERS

Company Price Change Gain (%)
Williamson Magor &Co24.004.0020.00
Pritish Nandy Comm45.107.5019.95

TOP LOSERS

Company Price Change Loss (%)
Godawari Power & Isp361.05-951.95-72.50
JIK Industries0.45-0.05-10.00

Portfolio Comparison

MUTUAL FUND ACTIVITY