Sundaram Multi Cap Fund-Sr II-Reg(G)

12.06 0.09 (0.73%) NAV as on 26-Nov-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.6834.579.09NANA8.33
Category Avg10.1538.118.624.84NA13.30
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX13.2744.608.429.5311.26-
BSE50011.5243.849.365.0210.01-
NIFTY12.4543.847.897.7210.50-

* 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
202020.698.19NA-25.67
20190.202.897.925.33
2018NANA1.93NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201917.1932417.75
2018-4.49107270-3.08

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Parag Parikh Long Term Equity Fund-Reg(G)33.6528-May-1327.0713.7114.0517.55
Axis Multicap Fund-Reg(G)14.0417-Nov-1711.8711.9-11.86
Quant Active Fund(G)238.1704-Apr-0124.710.7113.0217.46
Canara Rob Equity Diver Fund-Reg(G)162.1818-Sep-0316.0810.0511.9317.58
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]32.6580
Semi Standard Deviation [%]1.4148
Beta [%]0.8108
Sharp Ratio [%]0.0979
R-Square [%]0.9448
Expense Ratio [%]1.3500
AVG Ratio [%]0.0596
Other Ratios
Jenson Ratio [%]-0.0020
Treynor Ratio [%]0.0461
Turnover Ratio [%]37.0000
FAMA Ratio [%]0.0061
SORTINO Ratio [%]0.0344

Return Calculator

MARKET STATS As on 27/11/2020 As on 27/11/2020

12968.95 (-0.14) 44149.72 (-0.25)

TOP GAINERS

Company Price Change Gain (%)
Dhani Services281.7542.7517.89
Mahanagar Gas1063.90134.8514.51

TOP LOSERS

Company Price Change Loss (%)
Consolidated Constn.0.30-0.05-14.29
GTL Infrastructure0.50-0.05-9.09

Portfolio Comparison

MUTUAL FUND ACTIVITY