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

16.69 0.04 (0.24%) NAV as on 28-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.026.5628.7521.93NA15.34
Category Avg-2.017.9540.7122.91NA11.22
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX-4.649.0722.0317.0615.46-
BSE500-3.168.2328.5318.4514.70-
NIFTY-4.238.8623.7717.0614.63-

* 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
202110.1711.120.516.05
202020.698.2320.26-25.68
20190.382.848.004.62
2018NA-5.762.03NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202130.4912721630.11
202016.749823216.8
201916.6472437.75
2018-3.8596272-3.08

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Active Fund(G)412.4504-Apr-0154.9834.4824.7719.51
Kotak India Growth Fund-Sr 4(G)19.3215-Feb-1838.3429.61-18.13
Mahindra Manulife Multi Cap Badhat Yojana-Reg(G)20.6011-May-1751.3926.91-16.54
Baroda Multi Cap Fund(G)170.9016-Sep-0344.6823.4515.6716.69
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.8986
Semi Standard Deviation [%]0.6108
Beta [%]0.9179
Sharp Ratio [%]0.4125
R-Square [%]0.9357
Expense Ratio [%]1.3500
AVG Ratio [%]0.0714
Other Ratios
Jenson Ratio [%]0.0280
Treynor Ratio [%]0.0910
Turnover Ratio [%]37.0000
FAMA Ratio [%]0.0464
SORTINO Ratio [%]0.0990

Return Calculator

MARKET STATS As on 28/01/2022 As on 28/01/2022

17101.95 (-0.05) 57200.23 (-0.13)

TOP GAINERS

Company Price Change Gain (%)
Vikas EcoTech6.603.60120.00
Dynacons Sys & Sol236.0039.3019.98

TOP LOSERS

Company Price Change Loss (%)
Kriti Industries (I)100.35-14.55-12.66
Mahindra Logistics587.40-72.45-10.98

Portfolio Comparison

MUTUAL FUND ACTIVITY