Sundaram Bluechip Fund(IDCW)-Direct Plan

15.01 -0.05 (-0.30%) NAV as on 22-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.6527.5754.89NANA52.92
Category Avg12.6525.8852.1520.65NA17.59
Category Best9.847.636.9716.1116.6620.26
Category Worst1.39-2.17-12.877.176.60-3.41
SENSEX15.1126.5049.9621.2316.72-
NIFTY14.4825.7452.2720.9215.82-

* 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
20219.0812.67NA6.27

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.62109231NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Canara Rob Bluechip Equity Fund-Reg(G)42.8123-Aug-105024.9517.3513.89
IDBI India Top 100 Equity Fund(G)40.7222-May-1257.6524.4414.2616.03
Axis Bluechip Fund-Reg(G)47.7507-Jan-1048.9424.4118.4714.16
BNP Paribas Large Cap Fund(G)144.8623-Sep-0448.2123.0115.3616.93
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.4123
Semi Standard Deviation [%]0.5690
Beta [%]0.9002
Sharp Ratio [%]0.9382
R-Square [%]0.9646
Expense Ratio [%]0.1900
AVG Ratio [%]0.1650
Other Ratios
Jenson Ratio [%]0.0302
Treynor Ratio [%]0.1875
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0835
SORTINO Ratio [%]0.2707

Return Calculator

MARKET STATS As on 22/10/2021 As on 22/10/2021

18114.90 (-0.35) 60821.62 (-0.17)

TOP GAINERS

Company Price Change Gain (%)
IRB Infra.&Developer293.6048.9019.98
Univastu India61.9510.3019.94

TOP LOSERS

Company Price Change Loss (%)
NXTDigital428.45-73.35-14.62
Solar Industries2208.45-294.50-11.77

Portfolio Comparison

MUTUAL FUND ACTIVITY