Sundaram Fin Serv Opp Fund(G)

59.24 -0.41 (-0.68%) NAV as on 28-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-5.655.7122.4716.9712.9513.93
Category Avg-5.845.1423.0513.5712.9513.04
Category Best11.3813.7813.3423.3419.7922.91
Category Worst5.024.58-3.219.3411.340.40
SENSEX-4.649.0722.0317.0615.46-
NIFTY-4.238.8623.7717.0614.63-

* 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
20215.528.40-5.066.22
202013.492.1238.86-36.19
20198.00-1.8510.947.50
20184.59-8.237.64-6.76
20176.271.085.8517.27

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202115.345567NA
20202.75169NA
201926.43165NA
2018-3.663464NA
201733.333752NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Sundaram Fin Serv Opp Fund(G)59.2416-Jun-0822.4716.9712.9513.93
SBI Banking & Financial Services Fund-Reg(G)24.4226-Feb-1519.415.4815.913.76
Tata Banking & Financial Services Fund-Reg(G)25.5128-Dec-1518.5515.4114.4316.62
Invesco India Financial Services Fund(G)76.8716-Jul-0821.7115.1214.4216.24
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]24.8116
Semi Standard Deviation [%]0.6023
Beta [%]1.1709
Sharp Ratio [%]0.2856
R-Square [%]0.9018
Expense Ratio [%]2.6300
AVG Ratio [%]0.0787
Other Ratios
Jenson Ratio [%]-0.0030
Treynor Ratio [%]0.0652
Turnover Ratio [%]19.0000
FAMA Ratio [%]0.0264
SORTINO Ratio [%]0.1125

Return Calculator

MARKET STATS As on 28/01/2022 As on 28/01/2022

17101.95 (-0.05) 57200.23 (-0.13)

TOP GAINERS

Company Price Change Gain (%)
Vikas EcoTech6.603.60120.00
Dynacons Sys & Sol236.0039.3019.98

TOP LOSERS

Company Price Change Loss (%)
Kriti Industries (I)100.35-14.55-12.66
Mahindra Logistics587.40-72.45-10.98

Portfolio Comparison

MUTUAL FUND ACTIVITY