Sundaram Medium Term Bond Fund(Q-IDCW)

12.33 0.00 (0.00%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.673.722.545.384.496.83
Category Avg44.7926.7113.775.684.495.35
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
20202.700.861.780.86
20191.832.271.662.15
2018-0.030.862.481.37
20172.651.700.211.04
20161.874.841.542.47

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20206.331422NA
20198.14519NA
20184.751317NA
20175.71117NA
201611.14719NA

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)40.5810-Nov-035.229.648.578.11
ICICI Pru Medium Term Bond Fund(G)35.2517-Sep-046.588.717.477.65
HDFC Medium Term Debt Fund(G)45.1207-Feb-026.598.617.257.95
IDFC Bond Fund - Medium Term Plan-Reg(G)37.6209-Jul-033.548.1877.52
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]1.5036
Semi Standard Deviation [%]0.0639
Beta [%]0.6366
Sharp Ratio [%]-0.3750
R-Square [%]0.7441
Expense Ratio [%]2.1500
AVG Ratio [%]0.0076
Other Ratios
Jenson Ratio [%]0.0020
Treynor Ratio [%]-0.0002
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0018
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