Sundaram Low Duration Fund-Inst(M-IDCW)

11.42 0.00 (0.03%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return36.9420.3811.934.784.795.86
Category Avg29.4816.7710.584.784.797.60
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
20210.789.12NA0.67
20202.191.071.061.70
2019-3.99-2.251.712.07
20181.411.472.261.72
20171.611.671.331.84
20161.721.951.491.75

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.152028NA
2019-2.581927NA
20187.041726NA
20176.61726NA
20167.092225NA

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-0257.537.337.93
HDFC Low Duration Fund(G)46.1903-Jan-004.486.996.77.22
Kotak Low Duration Fund(G)2693.4807-Mar-083.896.9877.53
Axis Treasury Advantage Fund-Reg(G)2456.6812-Oct-093.956.986.867.74
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.9867
Semi Standard Deviation [%]0.0644
Beta [%]0.2388
Sharp Ratio [%]0.4446
R-Square [%]0.0608
Expense Ratio [%]1.5200
AVG Ratio [%]0.0069
Other Ratios
Jenson Ratio [%]0.0376
Treynor Ratio [%]0.1532
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0372
SORTINO Ratio [%]-0.0636

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY