Sundaram Infra Advantage Fund(G)

46.00 0.21 (0.45%) NAV as on 29-Jun-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-6.77-10.664.0810.937.889.53
Category Avg-5.99-7.725.7012.747.888.91
Category Best10.935.873.1114.4120.3020.10
Category Worst3.68-8.00-31.961.264.78-6.70
SENSEX-8.49-8.270.9110.4111.44-
NIFTY-8.81-8.220.3210.2510.70-

* 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
2022NANANA-3.87
202110.5211.994.5415.55
202021.988.4922.14-31.71
20193.11-6.990.376.15
2018-8.68-5.122.88-12.37
20175.545.2818.3718.25

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202149.5167226.53
202010.39437416.84
20192.18557010.92
2018-21.8964692.62
201755.5365733.27

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Infrastructure Fund(G)19.2921-Sep-0711.9428.9920.674.52
Bank of India Mfg & Infra Fund-Reg(G)25.6410-Mar-102.2317.811.827.94
Invesco India Infrastructure Fund(G)28.3121-Nov-076.2717.2912.647.34
Canara Rob Infrastructure Fund-Reg(G)69.9407-Dec-0510.7214.478.6812.44
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]21.9230
Semi Standard Deviation [%]0.6850
Beta [%]0.8924
Sharp Ratio [%]0.0235
R-Square [%]0.8464
Expense Ratio [%]2.5900
AVG Ratio [%]0.0061
Other Ratios
Jenson Ratio [%]0.0149
Treynor Ratio [%]0.0119
Turnover Ratio [%]35.0000
FAMA Ratio [%]0.0140
SORTINO Ratio [%]-0.0070

Return Calculator

MARKET STATS As on 30/06/2022 As on 30/06/2022

15780.25 (-0.12) 53018.94 (-0.02)

TOP GAINERS

Company Price Change Gain (%)
Williamson Magor &Co23.103.8520.00
Bharat Road Network32.005.3019.85

TOP LOSERS

Company Price Change Loss (%)
Salasar Techno Engg.28.15-3.10-9.92
Paisalo Digital72.20-7.74-9.68

Portfolio Comparison

MUTUAL FUND ACTIVITY