Sundaram Equity Savings Fund(IDCW-Reinv)-Direct Plan

13.41 0.05 (0.36%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.919.9417.54NANA10.58
Category Avg4.4010.3920.6110.73NA8.75
Category Best4.245.116.6112.169.989.88
Category Worst0.35-0.99-2.933.465.390.12

* 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
20213.194.01NA2.24
20208.034.048.10-10.15
20192.160.862.833.09

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20209.162024NA
20199.241224NA
20180.571221NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.9308-Feb-172915.2-10.2
Principal Equity Savings Fund(G)50.6023-May-0228.213.429.938.67
Axis Equity Saver Fund-Reg(G)17.1414-Aug-1523.812.819.948.99
SBI Equity Savings Fund-Reg(G)17.3127-May-1522.7912.68.698.86
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.0268
Semi Standard Deviation [%]0.0638
Beta [%]-0.4454
Sharp Ratio [%]0.7067
R-Square [%]-0.1115
Expense Ratio [%]0.7800
AVG Ratio [%]0.0066
Other Ratios
Jenson Ratio [%]0.0532
Treynor Ratio [%]-0.1238
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0652
SORTINO Ratio [%]-0.0679

Return Calculator

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

18268.40 (0.79) 61350.26 (0.63)

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
JIK Industries0.45-0.05-10.00

Portfolio Comparison

MUTUAL FUND ACTIVITY