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

8.82 0.13 (1.54%) NAV as on 18-Oct-19
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.77-13.58-7.20NANA-9.14
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
SENSEX1.030.4012.9911.898.52-
BSE5000.54-2.408.388.198.70-
NIFTY0.56-0.7711.5610.358.43-

* 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
2019-4.24-7.61NA3.23
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)17.9128-Dec-1513.3513.11-16.53
Axis Long Term Equity Fund(G)48.0031-Dec-0920.3912.9613.9317.34
SBI Tax Advantage Fund-III-Reg(G)26.8828-Mar-1423.9912.4714.6719.46
JM Tax Gain Fund(G)18.1531-Mar-0821.9211.3212.345.29
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.8028
Semi Standard Deviation [%]0.4762
Beta [%]0.6880
Sharp Ratio [%]-0.2573
R-Square [%]0.7264
Expense Ratio [%]1.4000
AVG Ratio [%]0.0543
Other Ratios
Jenson Ratio [%]-0.0706
Treynor Ratio [%]-0.0688
Turnover Ratio [%]7.0000
FAMA Ratio [%]-0.0653
SORTINO Ratio [%]-0.0956

Return Calculator

MARKET STATS As on 18/10/2019 As on 18/10/2019

11661.85 (0.65) 39298.38 (0.63)

TOP GAINERS

Company Price Change Gain (%)
Visagar Polytex0.200.0533.33
BHEL54.359.7521.86

TOP LOSERS

Company Price Change Loss (%)
Shemaroo Entertain.188.35-40.15-17.57
SCAPDVR0.35-0.05-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY