Sundaram Short Duration Fund(G)

35.59 0.00 (-0.01%) NAV as on 19-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.663.883.673.714.517.02
Category Avg2.204.834.475.864.516.86
Category Best9.8410.569.799.709.779.89
Category Worst-1.193.821.244.653.695.12

* 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
20211.161.480.86-0.33
2020-2.147.762.262.29
2019-7.692.261.712.42
20180.491.282.451.68
20171.951.730.441.50

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20213.211528NA
202010.31529NA
2019-1.672731NA
20186.021633NA
20175.741633NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
HDFC Short Term Debt Fund(G)25.4925-Jun-103.997.937.448.42
ICICI Pru Short Term Fund(G)47.4629-Oct-013.857.836.987.99
Axis Short Term Fund-Reg(G)24.7225-Jan-103.857.646.977.83
Aditya Birla SL Short Term Fund(G)37.9209-May-034.177.626.927.38
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]1.2647
Semi Standard Deviation [%]0.0646
Beta [%]0.4990
Sharp Ratio [%]-0.1454
R-Square [%]0.6859
Expense Ratio [%]1.0200
AVG Ratio [%]0.0050
Other Ratios
Jenson Ratio [%]0.0067
Treynor Ratio [%]0.0073
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0063
SORTINO Ratio [%]-0.0931

Return Calculator

MARKET STATS As on 19/01/2022 As on 19/01/2022

17938.40 (-0.96) 60098.82 (-1.08)

TOP GAINERS

Company Price Change Gain (%)
33.659.6039.92
Precision Wire India122.7520.4519.99

TOP LOSERS

Company Price Change Loss (%)
Hind National Glass28.95-3.20-9.95
Sterlite Technologie249.15-20.10-7.47

Portfolio Comparison

MUTUAL FUND ACTIVITY