Sundaram Large and Mid Cap Fund(G)

34.92 0.25 (0.73%) NAV as on 26-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.276.406.2315.7613.1810.67
Category Avg4.030.87-5.1311.3113.1812.84
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX3.5511.0611.5614.479.58-
NIFTY3.1710.4210.0113.579.60-

* 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
2019NANANA3.38
20183.15-1.603.55-4.47
20173.653.0011.1714.69
20166.767.23-1.50-4.62
20150.47-1.731.453.28
201425.533.7510.153.77

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20180.4231270-22.12
201736.1111626032.06
20167.56672349.39
20153.4691226-0.6
201448.888219451.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Emerging Bluechip-Reg(G)54.3012-Jul-1012.5818.4920.7220.76
Sundaram Large and Mid Cap Fund(G)34.9228-Feb-076.2315.7613.1810.67
Canara Rob Emerg Equities Fund-Reg(G)94.4315-Mar-052.5315.6517.3817
LIC MF Large & Midcap Fund-Reg(G)15.0025-Feb-155.3315.58-9.81
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.9136
Semi Standard Deviation [%]0.4730
Beta [%]0.9220
Sharp Ratio [%]0.0725
R-Square [%]0.8723
Expense Ratio [%]2.7700
AVG Ratio [%]0.0484
Other Ratios
Jenson Ratio [%]-0.0175
Treynor Ratio [%]0.0089
Turnover Ratio [%]84.0000
FAMA Ratio [%]-0.0090
SORTINO Ratio [%]0.0159

Return Calculator

MARKET STATS As on 26/06/2019 As on 26/06/2019

11847.55 (0.43) 39592.08 (0.40)

TOP GAINERS

Company Price Change Gain (%)
BSL34.205.7020.00
VIP Clothing17.802.9519.87

TOP LOSERS

Company Price Change Loss (%)
Pradip Overseas0.85-3.60-80.90
Uttam Value Steels0.05-0.05-50.00

Portfolio Comparison

MUTUAL FUND ACTIVITY