Sundaram Diversified Equity(G)-Direct Plan

157.42 1.58 (1.01%) NAV as on 26-Oct-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return11.7027.9456.5119.4712.1914.10
Category Avg10.5626.8856.2021.7512.1916.88
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX15.0827.3449.8521.8616.76-
NIFTY14.3126.3951.9321.4215.84-

* 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
20218.5311.54NA8.03
202017.8410.7921.02-30.22
20190.87-3.453.785.45
20181.45-4.711.15-8.07
20177.252.2010.1015.44
201611.328.10-6.70-4.56

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202010.26576817.92
20196.57407210.38
2018-10.1155750.82
201739.3266834.97
20167.1519625.37

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)59.4928-Mar-1474.9240.4325.3226.36
SBI Tax advantage Fund-II(G)85.0509-Apr-1278.2438.8123.9824.96
Quant Tax Plan(G)222.0631-Mar-0087.9637.4623.2615.36
BOI AXA Tax Advantage Fund-Reg(G)102.2527-Feb-0960.6131.1619.1619.99
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.8574
Semi Standard Deviation [%]0.5701
Beta [%]0.9082
Sharp Ratio [%]0.9490
R-Square [%]0.9502
Expense Ratio [%]1.7800
AVG Ratio [%]0.1668
Other Ratios
Jenson Ratio [%]0.0334
Treynor Ratio [%]0.1926
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0850
SORTINO Ratio [%]0.2734

Return Calculator

MARKET STATS As on 26/10/2021 As on 26/10/2021

18268.40 (0.79) 61350.26 (0.63)

TOP GAINERS

Company Price Change Gain (%)
Williamson Magor &Co24.004.0020.00
Pritish Nandy Comm45.107.5019.95

TOP LOSERS

Company Price Change Loss (%)
Godawari Power & Isp361.05-951.95-72.50
JIK Industries0.45-0.05-10.00

Portfolio Comparison

MUTUAL FUND ACTIVITY