Sundaram Mid Cap Fund(G)-Direct Plan

753.59 -4.16 (-0.55%) NAV as on 22-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.6928.0565.9919.6211.4718.12
Category Avg9.5530.5571.2225.8411.4720.28
Category Best9.643.710.7014.9820.7225.23
Category Worst-0.04-8.37-24.922.631.60-18.60
SENSEX15.1126.5049.9621.2316.72-
NIFTY14.4825.7452.2720.9215.82-

* 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
202110.5311.41NA11.53
202017.7612.6619.08-28.67
2019-1.21-4.234.531.62
2018-1.93-7.283.19-9.16
20175.223.6913.5914.40
201612.6411.10-4.87-6.25

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202012.69155231NA
20190.51194242NA
2018-14.77222271NA
201741.7873260NA
201611.6119234NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
PGIM India Midcap Opp Fund-Reg(G)43.2002-Dec-1388.3237.7320.0620.37
Quant Mid Cap Fund(G)116.7521-Mar-0184.9429.720.1212.63
Axis Midcap Fund-Reg(G)69.8824-Feb-1164.0429.2520.5819.96
Baroda Mid-cap Fund(G)17.5211-Oct-1078.5928.9216.695.2
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.1012
Semi Standard Deviation [%]0.5690
Beta [%]0.7599
Sharp Ratio [%]1.0217
R-Square [%]0.7423
Expense Ratio [%]1.1500
AVG Ratio [%]0.1650
Other Ratios
Jenson Ratio [%]0.0836
Treynor Ratio [%]0.2640
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1027
SORTINO Ratio [%]0.2707

Return Calculator

MARKET STATS As on 22/10/2021 As on 22/10/2021

18114.90 (-0.35) 60821.62 (-0.17)

TOP GAINERS

Company Price Change Gain (%)
IRB Infra.&Developer293.6048.9019.98
Univastu India61.9510.3019.94

TOP LOSERS

Company Price Change Loss (%)
NXTDigital428.45-73.35-14.62
Solar Industries2208.45-294.50-11.77

Portfolio Comparison

MUTUAL FUND ACTIVITY