Sundaram Global Brand Fund(G)-Direct Plan

26.56 0.14 (0.52%) NAV as on 13-Oct-21
Fund Class:FoFs (Overseas)

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-1.224.4525.1715.7913.367.54
Category Avg-4.455.0824.8212.2613.3611.86
Category Best5.9811.3316.3818.5415.4922.97
Category Worst-14.79-4.65-15.662.27-2.77-3.96

* 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
20219.48-2.27NA5.26
202016.656.4811.35-11.78
2019-0.23-0.278.639.29
2018-0.383.29-11.261.40
20174.577.892.574.36
20163.426.08-1.774.94

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202022.011233NA
201918.132529NA
2018-7.411528NA
201720.761128NA
201613.09730NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
PGIM India Global Equity Opp Fund(G)38.7317-May-1020.0228.9423.812.58
Edelweiss Gr China Equity Off-Shore Fund-Reg(G)48.9828-Aug-097.6125.8818.513.99
Franklin India Feeder - Franklin U.S. Opportunities Fund(G)58.4914-Feb-1221.1224.1523.4619.99
DSP World Mining Fund-Reg(G)14.3405-Jan-1036.5718.7517.763.1
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.9229
Semi Standard Deviation [%]0.0636
Beta [%]-0.6356
Sharp Ratio [%]0.5218
R-Square [%]-0.0744
Expense Ratio [%]1.2200
AVG Ratio [%]0.0077
Other Ratios
Jenson Ratio [%]0.0813
Treynor Ratio [%]-0.1312
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0992
SORTINO Ratio [%]-0.0520

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