Sundaram Low Duration Fund-Reg(M-IDCW)

11.46 0.00 (-0.04%) NAV as on 22-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return36.9020.5512.034.774.795.65
Category Avg29.0916.6410.494.794.797.58
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
20210.859.12NA0.70
20202.201.071.061.70
2019-3.99-2.251.712.07
20181.411.472.261.72
20171.611.671.331.84
20161.882.111.601.90

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.162028NA
2019-2.581927NA
20187.041726NA
20176.611726NA
20167.72225NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
ICICI Pru Savings Fund(G)429.2027-Sep-025.087.557.347.93
Axis Treasury Advantage Fund-Reg(G)2456.5312-Oct-0946.996.867.75
Kotak Low Duration Fund(G)2693.3007-Mar-083.956.997.017.53
HDFC Low Duration Fund(G)46.1703-Jan-004.496.986.697.22
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]6.9848
Semi Standard Deviation [%]0.0644
Beta [%]0.2425
Sharp Ratio [%]0.4490
R-Square [%]0.0617
Expense Ratio [%]1.0200
AVG Ratio [%]0.0069
Other Ratios
Jenson Ratio [%]0.0378
Treynor Ratio [%]0.1519
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0375
SORTINO Ratio [%]-0.0632

Return Calculator

MARKET STATS As on 22/10/2021 As on 22/10/2021

18114.90 (-0.35) 60821.62 (-0.17)

TOP GAINERS

Company Price Change Gain (%)
IRB Infra.&Developer293.6048.9019.98
Univastu India61.9510.3019.94

TOP LOSERS

Company Price Change Loss (%)
NXTDigital428.45-73.35-14.62
Solar Industries2208.45-294.50-11.77

Portfolio Comparison

MUTUAL FUND ACTIVITY