Sundaram Low Duration Fund(W-IDCW)-Direct Plan

12.51 0.00 (0.03%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return37.6821.1312.695.065.246.18
Category Avg29.4816.7710.584.785.247.60
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
20210.959.31NA0.87
20202.301.191.191.80
2019-3.88-2.131.832.20
20181.581.532.421.88
20171.681.841.49-6.06
20162.012.251.772.28

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.642028NA
2019-2.091927NA
20187.621726NA
2017-1.281726NA
20168.572225NA

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 [%]0.2368
Sharp Ratio [%]0.4861
R-Square [%]0.0603
Expense Ratio [%]0.3300
AVG Ratio [%]0.0069
Other Ratios
Jenson Ratio [%]0.0404
Treynor Ratio [%]0.1665
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0401
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