Sundaram Banking & PSU Debt Fund(DD-IDCW)-Direct Plan

10.23 0.00 (0.03%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return2.783.103.396.455.455.79
Category Avg5.114.854.238.385.457.14
Category Best10.6412.3310.358.119.1034.81
Category Worst-18.90-8.90-1.104.796.474.32

* 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
20210.820.80NA0.79
20203.161.241.281.85
20191.752.812.273.00
2018-0.271.483.141.73
20172.171.950.371.64
20161.891.891.671.29

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20207.741822NA
201910.191019NA
20186.191318NA
20176.26618NA
20166.921718NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Edelweiss Banking and PSU Debt Fund-Reg(G)19.7513-Sep-135.3310.518.468.77
IDFC Banking & PSU Debt Fund-Reg(G)19.7207-Mar-134.229.467.818.21
Kotak Banking and PSU Debt Fund(G)52.0605-Jan-9959.147.797.5
Nippon India Banking & PSU Debt Fund(G)16.6015-May-154.669.147.678.22
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]0.3114
Semi Standard Deviation [%]0.0639
Beta [%]0.0234
Sharp Ratio [%]-0.8472
R-Square [%]0.1318
Expense Ratio [%]0.2100
AVG Ratio [%]0.0076
Other Ratios
Jenson Ratio [%]0.0029
Treynor Ratio [%]0.1218
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0032
SORTINO Ratio [%]-0.0520

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY