Sundaram Low Duration Fund-Reg(W-IDCW)

12.36 0.00 (0.03%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return36.1520.1811.864.534.716.31
Category Avg28.6816.5410.484.784.717.59
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
20210.789.12NA0.67
20202.201.071.061.70
2019-3.99-2.251.712.06
20181.411.372.261.72
20171.521.671.331.82
20161.862.111.602.15

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.162028NA
2019-2.591927NA
20186.931726NA
20176.491726NA
20167.952225NA

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 [%]0.2397
Sharp Ratio [%]0.4450
R-Square [%]0.0610
Expense Ratio [%]1.0200
AVG Ratio [%]0.0070
Other Ratios
Jenson Ratio [%]0.0376
Treynor Ratio [%]0.1529
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0373
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