Sundaram Debt Oriented Hybrid Fund(QD)

14.55 0.06 (0.45%) NAV as on 24-Feb-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.206.466.542.785.586.30
Category Avg8.3113.227.616.395.587.18
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
20206.001.715.40-5.54
2019-3.89-0.523.212.28
2018-1.06-0.432.37-1.98
20173.022.153.952.48
20164.125.520.42-0.37

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20207.342024NA
20190.922223NA
2018-1.162630NA
201712.11633NA
20169.931438NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Canara Rob Conservative Hybrid Fund-Reg(G)69.6031-Mar-9610.999.969.788.51
Baroda Conservative Hybrid Fund(G)29.1709-Sep-0410.769.848.996.69
ICICI Pru Regular Savings Fund(G)51.1031-Mar-0410.349.2411.0610.11
Kotak Debt Hybrid Fund(G)38.4803-Dec-0313.189.2310.668.11
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]9.6652
Semi Standard Deviation [%]5.5417
Beta [%]0.0003
Sharp Ratio [%]0.1113
R-Square [%]0.0261
Expense Ratio [%]2.2400
AVG Ratio [%]2.3350
Other Ratios
Jenson Ratio [%]0.0155
Treynor Ratio [%]51.8357
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.0035
SORTINO Ratio [%]0.4194

Return Calculator

MARKET STATS As on 24/02/2021 As on 24/02/2021

14820.45 (0.77) 50781.69 (2.07)

TOP GAINERS

Company Price Change Gain (%)
IIFL Securities56.409.4020.00
Manali Petro56.459.4019.98

TOP LOSERS

Company Price Change Loss (%)
Zuari Agro Chemicals98.85-9.80-9.02
Asian Granito India201.85-19.10-8.64

Portfolio Comparison

MUTUAL FUND ACTIVITY