Sundaram LT Tax Adv Fund-Sr III-Reg(IDCW)

15.03 0.34 (2.31%) NAV as on 26-Oct-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.7845.86103.4824.59NA12.03
Category Avg11.8327.0860.0922.42NA17.01
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX16.0826.7952.8222.5317.12-
BSE50013.2726.7860.8322.6815.81-
NIFTY15.4426.1255.2422.1216.22-

* 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
202127.3412.42NA11.10
202016.5617.5025.26-31.84
2019-4.73-7.560.374.10
2018-6.97-11.132.71NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.95356816.8
2019-7.9868727.75
2018-15.096375-3.08
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-1478.1240.7725.7226.5
SBI Tax advantage Fund-II(G)85.0509-Apr-1280.938.9824.3825.03
Quant Tax Plan(G)222.0631-Mar-0092.4538.6523.8115.45
BOI AXA Tax Advantage Fund-Reg(G)102.2527-Feb-0965.8331.7919.6820.13
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.9980
Semi Standard Deviation [%]0.5692
Beta [%]0.6056
Sharp Ratio [%]1.4378
R-Square [%]0.5947
Expense Ratio [%]1.3800
AVG Ratio [%]0.1687
Other Ratios
Jenson Ratio [%]0.1831
Treynor Ratio [%]0.4601
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1779
SORTINO Ratio [%]0.2771

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY