Sundaram Equity Fund-Reg(G)

13.03 0.18 (1.38%) NAV as on 13-Apr-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return2.9423.8958.92NANA17.95
Category Avg4.2929.6263.839.48NA14.97
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX-1.9219.4958.1812.3913.63-
NIFTY-0.4121.5461.2711.4413.06-

* 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
2021NANANA9.37
202018.8910.3119.33-28.69
2019NANA5.00NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202011.61160230NA
20198.2291241NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Active Fund(G)312.8004-Apr-01101.7820.3719.8618.7
Kotak India Growth Fund-Sr 4(G)15.1115-Feb-1884.3413.51-13.95
Mahindra Manulife Multi Cap Badhat Yojana-Reg(G)15.3211-May-1765.6212.09-11.48
Axis Capital Builder Fund-1-Reg(G)13.5108-Mar-1855.829.63-10.19
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]21.8446
Semi Standard Deviation [%]0.7902
Beta [%]0.8157
Sharp Ratio [%]0.9117
R-Square [%]0.9363
Expense Ratio [%]2.4900
AVG Ratio [%]0.2095
Other Ratios
Jenson Ratio [%]0.0427
Treynor Ratio [%]0.2508
Turnover Ratio [%]114.0000
FAMA Ratio [%]0.0965
SORTINO Ratio [%]0.2512

Return Calculator

MARKET STATS As on 13/04/2021 As on 13/04/2021

14504.80 (1.36) 48544.06 (1.38)

TOP GAINERS

Company Price Change Gain (%)
Blue Chip India0.300.0520.00
Emami Paper Mills119.8019.9519.98

TOP LOSERS

Company Price Change Loss (%)
Shekhawati Poly-Yarn0.35-0.05-12.50
Dr Lal Pathlabs2947.95-388.60-11.65

Portfolio Comparison

MUTUAL FUND ACTIVITY