Sundaram Low Duration Fund-Ret(FN-IDCW)

11.39 0.00 (0.02%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return37.2620.5412.244.694.715.73
Category Avg29.0116.4210.494.844.717.58
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
20210.859.20NA0.73
20202.211.101.091.69
2019-3.98-2.241.712.11
20181.491.152.311.76
20171.621.681.371.83
20161.681.881.441.92

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.222028NA
2019-2.521927NA
20186.871726NA
20176.661726NA
20167.112225NA

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 [%]0.2475
Sharp Ratio [%]0.4566
R-Square [%]0.0625
Expense Ratio [%]1.8300
AVG Ratio [%]0.0076
Other Ratios
Jenson Ratio [%]0.0381
Treynor Ratio [%]0.1505
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0377
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