Sundaram Debt Oriented Hybrid Fund(Q-IDCW)-Direct Plan

17.10 0.01 (0.05%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.6813.3920.269.166.588.52
Category Avg16.4816.1714.029.786.587.93
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
20213.139.60NA1.56
20206.181.935.58-5.20
2019-3.75-0.373.442.53
2018-0.63-0.032.70-1.58
20173.202.334.272.75
20164.175.760.64-0.32

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20208.322024NA
20191.72223NA
20180.422630NA
201713.14633NA
201610.521438NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Kotak Debt Hybrid Fund(G)43.0403-Dec-0321.0514.479.378.49
Canara Rob Conservative Hybrid Fund-Reg(G)75.4231-Mar-9615.0512.898.898.63
SBI Debt Hybrid Fund-Reg(G)52.7831-Mar-0120.3812.818.438.41
HDFC Hybrid Debt Fund(G)59.9129-Dec-0322.4311.988.2910.55
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.8759
Semi Standard Deviation [%]0.0644
Beta [%]0.1068
Sharp Ratio [%]0.8721
R-Square [%]0.0276
Expense Ratio [%]1.2000
AVG Ratio [%]0.0069
Other Ratios
Jenson Ratio [%]0.0658
Treynor Ratio [%]0.6123
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0709
SORTINO Ratio [%]-0.0636

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY