Sundaram Debt Oriented Hybrid Fund(H-IDCW)

16.00 0.04 (0.25%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.5113.6019.398.135.657.11
Category Avg18.8517.3014.309.615.658.04
Category Best3.625.778.6310.9311.6111.03
Category Worst-0.870.12-3.295.306.376.07

* 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
20212.919.36NA1.45
20206.001.715.40-5.54
2019-3.89-0.523.212.28
2018-1.06-0.432.37-1.99
20173.022.003.952.51
20164.125.510.42-0.38

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20207.342024NA
20190.922223NA
2018-1.162630NA
201711.97633NA
20169.91438NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Kotak Debt Hybrid Fund(G)43.1003-Dec-0321.7514.29.528.51
Canara Rob Conservative Hybrid Fund-Reg(G)75.8131-Mar-9615.9812.829.058.67
SBI Debt Hybrid Fund-Reg(G)52.9831-Mar-0121.5612.758.548.44
Baroda Conservative Hybrid Fund(G)30.9209-Sep-0410.4711.948.416.82
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.8759
Semi Standard Deviation [%]0.0639
Beta [%]0.1024
Sharp Ratio [%]0.8415
R-Square [%]0.0262
Expense Ratio [%]2.1800
AVG Ratio [%]0.0076
Other Ratios
Jenson Ratio [%]0.0637
Treynor Ratio [%]0.6185
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0679
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