Sundaram Equity Hybrid Fund(G)

136.69 0.58 (0.43%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.2122.8145.3718.9713.4813.01
Category Avg9.3321.4946.9118.9613.4814.41
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* 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
20219.2610.00NA5.24
202013.845.2715.97-20.60
20191.84-0.064.684.53
20184.000.560.21-1.88
20173.252.196.407.72
201610.376.73-2.90-2.84

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202010.352835NA
201911.361035NA
20182.83235NA
201720.942228NA
201611.14227NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)275.1404-Apr-0169.6831.4319.4617.44
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)22.8620-Jul-1666.1324.7116.2616.98
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)19.0607-Apr-1745.5522.61-15.21
ICICI Pru Equity & Debt Fund(G)223.7803-Nov-9977.2122.3915.9515.18
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]13.2799
Semi Standard Deviation [%]0.0637
Beta [%]-0.4656
Sharp Ratio [%]1.0133
R-Square [%]-0.0615
Expense Ratio [%]2.1700
AVG Ratio [%]0.0065
Other Ratios
Jenson Ratio [%]0.1379
Treynor Ratio [%]-0.3007
Turnover Ratio [%]75.0000
FAMA Ratio [%]0.1605
SORTINO Ratio [%]-0.0699

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