Sundaram Diversified Equity(IDCW)

13.73 -0.38 (-2.68%) NAV as on 24-Jan-22
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-2.488.3426.1115.1811.5316.29
Category Avg-3.756.5325.4117.9611.5315.74
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-5.488.5217.6216.6816.00-
NIFTY-5.338.1519.3216.4915.14-

* 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
20218.3011.441.087.94
202017.7510.6921.01-30.30
20190.78-3.543.685.35
20181.31-4.841.03-8.23
20177.092.029.9115.29

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202131.684366NA
20209.935768NA
20196.184072NA
2018-10.615575NA
201738.442668NA

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)57.1128-Mar-1444.5337.2726.1924.91
SBI Tax advantage Fund-II(G)80.6809-Apr-1244.6734.6124.3523.66
Quant Tax Plan(G)216.5631-Mar-0050.5534.2824.1515.13
BOI AXA Tax Advantage Fund-Reg(G)98.0327-Feb-0932.1927.7820.1919.32
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.4439
Semi Standard Deviation [%]0.5979
Beta [%]0.9224
Sharp Ratio [%]0.4628
R-Square [%]0.9544
Expense Ratio [%]2.2000
AVG Ratio [%]0.0717
Other Ratios
Jenson Ratio [%]0.0348
Treynor Ratio [%]0.0985
Turnover Ratio [%]52.0000
FAMA Ratio [%]0.0552
SORTINO Ratio [%]0.1015

Return Calculator

MARKET STATS As on 25/01/2022 As on 25/01/2022

17077.45 (-0.42) 57225.33 (-0.46)

TOP GAINERS

Company Price Change Gain (%)
Salona Cotspin327.0054.5020.00
Bhartiya Internatl.320.6049.7018.35

TOP LOSERS

Company Price Change Loss (%)
Lux Industries2813.70-703.40-20.00
13.85-3.45-19.94

Portfolio Comparison

MUTUAL FUND ACTIVITY