Sundaram Fin Serv Opp Fund(IDCW)

24.28 0.36 (1.51%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.7023.3060.6920.5914.4414.65
Category Avg9.6225.0161.3317.3214.4416.44
Category Best11.3813.7813.3423.3419.7922.91
Category Worst5.024.58-3.219.3411.340.40
SENSEX15.8826.2950.2820.8517.24-
NIFTY15.6726.4353.1920.5316.40-

* 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
20215.528.40NA6.22
202013.492.1238.86-36.17
20198.00-1.8510.947.50
20184.59-8.237.64-6.75
20176.271.085.8517.27
201614.679.50-6.15-4.05

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20202.735270NA
201926.43166NA
2018-3.663465NA
201733.333853NA
201613.07954NA

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)62.8416-Jun-0860.6821.0414.7714.76
Tata Banking & Financial Services Fund-Reg(G)27.3028-Dec-1553.5820.1715.8618.91
SBI Banking & Financial Services Fund-Reg(G)26.4226-Feb-1558.1419.9317.1715.77
Invesco India Financial Services Fund(G)83.6516-Jul-0858.2819.2616.5317.37
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]26.7164
Semi Standard Deviation [%]0.5867
Beta [%]1.2605
Sharp Ratio [%]0.7140
R-Square [%]0.8918
Expense Ratio [%]2.5800
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]-0.0023
Treynor Ratio [%]0.1557
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0737
SORTINO Ratio [%]0.2684

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