Sundaram Equity Savings Fund-Reg(IDCW)

12.76 0.04 (0.35%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.778.9616.66NANA8.80
Category Avg4.7410.3821.6610.90NA8.82
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
20212.753.58NA1.81
20207.663.647.67-10.62
20191.730.412.302.61

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20207.382024NA
20197.221224NA
20180.441221NA

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-1730.7315.53-10.34
Principal Equity Savings Fund(G)50.6023-May-0229.7213.6710.118.7
Axis Equity Saver Fund-Reg(G)17.1414-Aug-1525.0213.059.989.07
SBI Equity Savings Fund-Reg(G)17.3127-May-1523.712.848.858.91
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.0192
Semi Standard Deviation [%]0.0637
Beta [%]-0.4439
Sharp Ratio [%]0.6277
R-Square [%]-0.1110
Expense Ratio [%]2.4900
AVG Ratio [%]0.0065
Other Ratios
Jenson Ratio [%]0.0476
Treynor Ratio [%]-0.1116
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0600
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