Sundaram Equity Savings Fund-Reg(IDCW-Reinv)

12.73 0.06 (0.44%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.738.6215.84NANA8.83
Category Avg5.3410.8721.7110.59NA8.93
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-1729.5814.86-10.41
Principal Equity Savings Fund(G)50.8823-May-0231.1113.6210.388.74
Axis Equity Saver Fund-Reg(G)17.2114-Aug-1524.812.6410.239.19
SBI Equity Savings Fund-Reg(G)17.3527-May-1523.8612.318.99
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.0860
Semi Standard Deviation [%]0.0633
Beta [%]-0.4550
Sharp Ratio [%]0.6190
R-Square [%]-0.1117
Expense Ratio [%]2.4500
AVG Ratio [%]0.0072
Other Ratios
Jenson Ratio [%]0.0477
Treynor Ratio [%]-0.1085
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0585
SORTINO Ratio [%]-0.0590

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY