Sundaram Low Duration Fund(DD-IDCW)-Direct Plan

11.03 0.00 (0.02%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return36.9020.9412.595.405.306.04
Category Avg28.6816.5410.484.785.307.59
Category Best8.899.619.239.159.469.58
Category Worst1.894.115.206.215.644.02

* 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
20210.929.31NA0.87
20202.301.191.191.81
2019-3.88-2.131.832.20
20181.581.642.421.88
20171.791.841.491.92
20162.022.251.772.27

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.652028NA
2019-2.091927NA
20187.741726NA
20177.221726NA
20168.562225NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Savings Fund(G)429.1827-Sep-025.037.547.347.93
HDFC Low Duration Fund(G)46.1903-Jan-004.516.996.77.22
Kotak Low Duration Fund(G)2693.4807-Mar-083.946.997.017.53
Axis Treasury Advantage Fund-Reg(G)2456.6812-Oct-093.976.986.867.74
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.0020
Semi Standard Deviation [%]0.0646
Beta [%]0.2362
Sharp Ratio [%]0.4836
R-Square [%]0.0601
Expense Ratio [%]0.3300
AVG Ratio [%]0.0070
Other Ratios
Jenson Ratio [%]0.0403
Treynor Ratio [%]0.1667
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0400
SORTINO Ratio [%]-0.0616

Return Calculator

MARKET STATS As on 26/10/2021 As on 26/10/2021

18268.40 (0.79) 61350.26 (0.63)

TOP GAINERS

Company Price Change Gain (%)
Williamson Magor &Co24.004.0020.00
Pritish Nandy Comm45.107.5019.95

TOP LOSERS

Company Price Change Loss (%)
Godawari Power & Isp361.05-951.95-72.50
JIK Industries0.45-0.05-10.00

Portfolio Comparison

MUTUAL FUND ACTIVITY