Sundaram Rural and Consumption Fund(G)

41.56 0.34 (0.83%) NAV as on 18-Oct-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.71-0.939.535.8413.3511.18
Category Avg4.391.99-3.6010.8213.359.32
Category Best10.937.9210.3615.5118.2418.62
Category Worst-1.99-2.08-13.925.802.22-2.15
SENSEX1.030.4012.9911.898.52-
NIFTY0.56-0.7711.5610.358.43-

* 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
2019-2.460.28NA1.89
20180.61-4.804.76-8.13
20176.462.4010.9614.65
201618.0110.38-5.25-1.86
20152.13-0.354.280.19
201419.298.178.305.46

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-7.821826-22.12
201738.6962632.06
201621.121279.39
20156.311131-0.6
201447.37102951.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Tata Digital India Fund-Reg(G)15.0328-Dec-153.1816.84-11.29
Aditya Birla SL Digital India Fund(G)54.4515-Jan-005.3216.1411.718.95
Canara Rob Consumer Trends Fund-Reg(G)42.0115-Sep-0922.3412.614.5115.27
Aditya Birla SL India GenNext Fund(G)88.0805-Aug-0519.2710.5614.9316.54
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.6186
Semi Standard Deviation [%]0.4762
Beta [%]0.8557
Sharp Ratio [%]0.1422
R-Square [%]0.8617
Expense Ratio [%]2.1300
AVG Ratio [%]0.0543
Other Ratios
Jenson Ratio [%]-0.0080
Treynor Ratio [%]0.0245
Turnover Ratio [%]23.0000
FAMA Ratio [%]0.0040
SORTINO Ratio [%]0.0449

Return Calculator

MARKET STATS As on 18/10/2019 As on 18/10/2019

11661.85 (0.65) 39298.38 (0.63)

TOP GAINERS

Company Price Change Gain (%)
Visagar Polytex0.200.0533.33
BHEL54.359.7521.86

TOP LOSERS

Company Price Change Loss (%)
Shemaroo Entertain.188.35-40.15-17.57
SCAPDVR0.35-0.05-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY