Sundaram Large and Mid Cap Fund(G)

53.94 -0.58 (-1.06%) NAV as on 27-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.668.9735.7718.7315.9811.95
Category Avg-4.287.4033.0419.8015.9817.57
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX-6.328.9420.8116.7115.49-
NIFTY-6.048.6622.5016.6514.64-

* 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
20218.3614.873.1010.69
202018.0010.8018.05-30.28
20191.830.324.463.38
20183.15-1.603.55-4.47
20173.653.0011.1714.69

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202142.0568216NA
20207.61188232NA
201910.3169243NA
20180.4231272NA
201736.11117261NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Growth Opp Fund-Reg(G)20.0822-Oct-1837.6325.5-23.77
Mirae Asset Emerging Bluechip-Reg(G)96.4212-Jul-1033.9225.1820.1521.65
Quant Large & Mid Cap Fund(G)64.9209-Jan-0734.4122.6915.4113.15
Canara Rob Emerg Equities Fund-Reg(G)159.4815-Mar-0532.2922.2317.7517.81
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.7133
Semi Standard Deviation [%]0.6108
Beta [%]0.8780
Sharp Ratio [%]0.5588
R-Square [%]0.9040
Expense Ratio [%]2.2300
AVG Ratio [%]0.0714
Other Ratios
Jenson Ratio [%]0.0570
Treynor Ratio [%]0.1254
Turnover Ratio [%]64.0000
FAMA Ratio [%]0.0736
SORTINO Ratio [%]0.0990

Return Calculator

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

17347.55 (1.39) 58016.99 (1.29)

TOP GAINERS

Company Price Change Gain (%)
Vikas EcoTech6.653.65121.67
Dynacons Sys & Sol236.0039.3019.98

TOP LOSERS

Company Price Change Loss (%)
Kriti Industries (I)100.35-14.55-12.66
H.G. Infra Engg.517.90-60.25-10.42

Portfolio Comparison

MUTUAL FUND ACTIVITY