Sundaram Medium Term Bond Fund(A-IDCW)-Direct Plan

13.42 -0.01 (-0.10%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.994.493.346.055.406.50
Category Avg42.0426.9313.855.605.405.36
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
20211.201.64NA-0.41
20202.921.082.001.10
20192.012.461.892.32
20180.291.162.721.66
20172.861.900.471.26
20161.925.091.742.49

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20207.271422NA
20198.96519NA
20185.931317NA
20176.641117NA
201611.68719NA

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)40.6410-Nov-034.939.638.598.11
ICICI Pru Medium Term Bond Fund(G)35.2617-Sep-046.318.677.467.64
HDFC Medium Term Debt Fund(G)45.1007-Feb-026.148.527.227.94
Axis Strategic Bond Fund-Reg(G)21.9303-Apr-126.278.117.478.55
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]1.5150
Semi Standard Deviation [%]0.0646
Beta [%]0.6356
Sharp Ratio [%]-0.1741
R-Square [%]0.7474
Expense Ratio [%]1.1400
AVG Ratio [%]0.0070
Other Ratios
Jenson Ratio [%]0.0054
Treynor Ratio [%]0.0045
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0050
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