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

17.55 0.18 (1.06%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return11.9027.6460.8326.00NA18.84
Category Avg11.4431.6572.4825.83NA17.29
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX16.0826.7952.8222.5317.12-
BSE50013.2726.7860.8322.6815.81-
NIFTY15.4426.1255.2422.1216.22-

* 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
202110.2111.20NA6.07
202020.698.1920.27-25.67
20190.202.897.925.33
2018NANA1.93NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.729923116.8
201917.1932427.75
2018-4.49108271-3.08

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Active Fund(G)419.4004-Apr-0186.6436.6824.2119.87
Kotak India Growth Fund-Sr 4(G)19.5115-Feb-1873.6731.25-19.82
Mahindra Manulife Multi Cap Badhat Yojana-Reg(G)21.3111-May-1783.2530.53-18.47
Baroda Multi Cap Fund(G)178.4016-Sep-0378.4527.715.9717.22
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.9491
Semi Standard Deviation [%]0.5692
Beta [%]0.8872
Sharp Ratio [%]0.9709
R-Square [%]0.9221
Expense Ratio [%]1.3500
AVG Ratio [%]0.1687
Other Ratios
Jenson Ratio [%]0.0398
Treynor Ratio [%]0.2026
Turnover Ratio [%]38.0000
FAMA Ratio [%]0.0873
SORTINO Ratio [%]0.2771

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY