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

10.78 0.14 (1.29%) NAV as on 10-Aug-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return20.64-8.2511.81NANA3.61
Category Avg20.51-7.493.723.20NA11.18
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX20.67-6.831.606.596.32-
BSE50022.76-6.732.673.085.40-
NIFTY21.82-6.331.444.705.74-

* 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
202020.69NANA-25.68
20190.382.848.004.62
2018NA-5.762.03NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
201916.6472417.75
2018-3.8595270-3.08

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)30.2028-May-1322.1313.2211.9316.58
Quant Active Fund(G)217.4504-Apr-0126.6511.2410.9817.2
Canara Rob Equity Diver Fund-Reg(G)142.5418-Sep-0310.737.917.1717.01
PGIM India Diversified Equity Fund-Reg(G)15.2604-Mar-1519.876.967.198.08
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]33.5388
Semi Standard Deviation [%]1.4131
Beta [%]0.8225
Sharp Ratio [%]0.1376
R-Square [%]0.9473
Expense Ratio [%]1.3500
AVG Ratio [%]0.0403
Other Ratios
Jenson Ratio [%]0.0275
Treynor Ratio [%]0.0628
Turnover Ratio [%]45.0000
FAMA Ratio [%]0.0331
SORTINO Ratio [%]0.0208

Return Calculator

MARKET STATS As on 10/08/2020 As on 10/08/2020

11270.15 (0.50) 38182.08 (0.37)

TOP GAINERS

Company Price Change Gain (%)
Neulands Global Inds0.250.0525.00
Bharat Gears58.209.7020.00

TOP LOSERS

Company Price Change Loss (%)
Blue Chip India0.10-0.05-33.33
ATN International0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY