Sundaram Medium Term Bond Fund(A-IDCW)

12.28 0.01 (0.07%) NAV as on 25-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.973.442.325.074.388.91
Category Avg42.0426.9313.855.604.385.36
Category Best9.199.838.839.7010.299.77
Category Worst-12.51-3.390.494.946.936.47

* 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
20210.941.38NA-0.67
20202.700.861.780.85
20191.822.271.662.15
2018-0.030.862.481.37
20172.651.700.211.06
20161.874.851.542.46

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.331422NA
20198.14519NA
20184.741317NA
20175.721117NA
201611.13719NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Magnum Medium Duration Fund-Reg(G)40.6510-Nov-034.939.638.598.11
ICICI Pru Medium Term Bond Fund(G)35.2717-Sep-046.318.677.467.64
HDFC Medium Term Debt Fund(G)45.1107-Feb-026.148.527.227.94
Axis Strategic Bond Fund-Reg(G)21.9503-Apr-126.278.117.478.55
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]1.5112
Semi Standard Deviation [%]0.0646
Beta [%]0.6382
Sharp Ratio [%]-0.4525
R-Square [%]0.7525
Expense Ratio [%]2.1500
AVG Ratio [%]0.0070
Other Ratios
Jenson Ratio [%]0.0012
Treynor Ratio [%]-0.0021
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0009
SORTINO Ratio [%]-0.0616

Return Calculator

MARKET STATS As on 26/10/2021 As on 26/10/2021

18257.80 (0.73) 61377.85 (0.67)

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
Vardhman Acrylics74.85-5.40-6.73

Portfolio Comparison

MUTUAL FUND ACTIVITY