Sundaram Equity Hybrid Fund(IDCW)-Direct Plan

19.05 0.01 (0.05%) NAV as on 25-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.3024.1045.6819.1114.0812.64
Category Avg8.5021.4444.3318.4414.0814.26
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
20219.6010.38NA5.56
202014.135.5616.28-20.40
20192.080.184.904.79
20184.491.020.55-1.43
20173.482.486.837.93
201610.416.85-2.79-2.73

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202011.522835NA
201912.411035NA
20184.62235NA
201722.282228NA
201611.56227NA

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 [%]-0.4681
Sharp Ratio [%]1.0411
R-Square [%]-0.0619
Expense Ratio [%]0.8700
AVG Ratio [%]0.0066
Other Ratios
Jenson Ratio [%]0.1419
Treynor Ratio [%]-0.3074
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1638
SORTINO Ratio [%]-0.0679

Return Calculator

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

18229.70 (0.58) 61321.68 (0.58)

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
Consolidated Constn.0.65-0.05-7.14

Portfolio Comparison

MUTUAL FUND ACTIVITY