Sundaram LT Tax Adv Fund-Sr IV-Reg(G)

8.41 -0.06 (-0.76%) NAV as on 21-Aug-19
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-13.73-7.55-16.74NANA-14.07
Category Avg4.251.10-6.4211.29NA8.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-5.144.40-2.489.967.24-
BSE500-7.261.25-9.056.717.18-
NIFTY-6.862.62-4.638.336.94-

* 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
2019-4.24NANA3.23
2018NA-4.042.83NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-1.331175-22.12

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Tax Saver Fund-Reg(G)16.8528-Dec-15-3.612.78-15.36
Axis Long Term Equity Fund(G)43.8131-Dec-09-3.849.9212.0516.54
SBI Tax advantage Fund-II(G)34.7809-Apr-12-3.499.4412.5118.35
SBI Tax Advantage Fund-III-Reg(G)23.9328-Mar-140.739.412.617.53
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.3612
Semi Standard Deviation [%]0.5051
Beta [%]0.5496
Sharp Ratio [%]-0.5935
R-Square [%]0.6339
Expense Ratio [%]1.4000
AVG Ratio [%]-0.0066
Other Ratios
Jenson Ratio [%]-0.0744
Treynor Ratio [%]-0.1626
Turnover Ratio [%]4.0000
FAMA Ratio [%]-0.0747
SORTINO Ratio [%]-0.1916

Return Calculator

MARKET STATS As on 21/08/2019 As on 21/08/2019

10918.70 (-0.89) 37060.37 (-0.72)

TOP GAINERS

Company Price Change Gain (%)
Neulands Global Inds0.200.0533.33
Integra Garments0.250.0525.00

TOP LOSERS

Company Price Change Loss (%)
ATN International0.10-0.05-33.33
KSS0.10-0.05-33.33

Portfolio Comparison

MUTUAL FUND ACTIVITY