Sundaram Equity Hybrid Fund(IDCW)

16.79 0.01 (0.04%) NAV as on 25-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.9323.2843.8617.7812.7012.88
Category Avg8.5021.4444.3318.4412.7014.26
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
20219.2510.01NA5.23
202013.845.2715.97-20.60
20191.84-0.064.684.53
20184.000.560.21-1.88
20173.252.196.407.72
201610.376.73-2.88-2.86

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202010.352835NA
201911.361035NA
20182.83235NA
201720.932228NA
201611.13227NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)271.9204-Apr-0167.7630.6318.9917.38
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)22.4120-Jul-1661.1123.9215.6516.55
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)18.8707-Apr-1742.4521.95-14.96
DSP Equity & Bond Fund-Reg(G)240.2731-May-9944.421.9113.1815.23
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]13.2990
Semi Standard Deviation [%]0.0638
Beta [%]-0.4658
Sharp Ratio [%]1.0028
R-Square [%]-0.0616
Expense Ratio [%]2.1700
AVG Ratio [%]0.0066
Other Ratios
Jenson Ratio [%]0.1368
Treynor Ratio [%]-0.2980
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1588
SORTINO Ratio [%]-0.0679

Return Calculator

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

18237.90 (0.62) 61224.53 (0.42)

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
Antarctica0.65-0.05-7.14

Portfolio Comparison

MUTUAL FUND ACTIVITY