Sundaram Multi Cap Fund-Sr I-(G)-Direct Plan

18.18 0.11 (0.61%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return14.0931.2962.5925.75NA19.87
Category Avg14.8935.6275.5325.32NA17.91
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX15.8826.2950.2820.8517.24-
BSE50015.3629.2761.7321.7316.33-
NIFTY15.6726.4353.1920.5316.40-

* 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
202110.3311.28NA6.20
202020.868.3920.43-25.58
20190.522.998.164.78
2018NA-5.612.19NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.419723116.8
201917.3272427.75
2018-3.5496271-3.08

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Active Fund(G)431.6104-Apr-0193.2836.392520.07
Mahindra Manulife Multi Cap Badhat Yojana-Reg(G)21.7111-May-1784.7830.32-19.12
Kotak India Growth Fund-Sr 4(G)19.5215-Feb-1871.5930.04-20.03
Baroda Multi Cap Fund(G)182.7916-Sep-0380.9426.8516.617.41
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.7581
Semi Standard Deviation [%]0.5867
Beta [%]0.8683
Sharp Ratio [%]1.0359
R-Square [%]0.9242
Expense Ratio [%]0.7900
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]0.0526
Treynor Ratio [%]0.2181
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0991
SORTINO Ratio [%]0.2684

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