Sundaram Low Duration Fund-Inst(DD-IDCW)

11.12 0.00 (0.00%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return36.9320.2011.954.904.775.96
Category Avg29.0116.4210.494.844.777.58
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
20210.779.12NA0.67
20202.181.061.061.70
2019-3.98-2.241.712.12
20181.421.482.271.73
20171.611.661.331.79
20161.721.941.491.97

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.132028NA
2019-2.51927NA
20187.081726NA
20176.551726NA
20167.312225NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Savings Fund(G)428.7327-Sep-025.117.577.347.94
HDFC Low Duration Fund(G)46.1603-Jan-004.627.036.717.23
Axis Treasury Advantage Fund-Reg(G)2455.2812-Oct-094.137.036.877.76
Kotak Low Duration Fund(G)2691.5107-Mar-084.087.037.027.54
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.9561
Semi Standard Deviation [%]0.0639
Beta [%]0.2472
Sharp Ratio [%]0.4408
R-Square [%]0.0625
Expense Ratio [%]1.5200
AVG Ratio [%]0.0076
Other Ratios
Jenson Ratio [%]0.0370
Treynor Ratio [%]0.1464
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0367
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