Sundaram Rural and Consumption Fund(G)

38.28 0.19 (0.49%) NAV as on 16-Aug-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-2.540.21-10.995.2512.1910.64
Category Avg4.391.99-3.6010.8212.199.32
Category Best10.937.9210.3615.5118.2418.62
Category Worst-1.99-2.08-13.925.802.22-2.15
SENSEX-0.124.30-0.8310.007.43-
NIFTY-1.863.02-2.968.537.23-

* 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
2019-2.46NANA1.89
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)14.7428-Dec-15-3.114.65-11.27
Aditya Birla SL Digital India Fund(G)51.6515-Jan-00-3.7513.6311.198.74
Canara Rob Consumer Trends Fund-Reg(G)37.5015-Sep-09-5.499.9913.5214.24
Aditya Birla SL India GenNext Fund(G)80.4405-Aug-05-3.729.1814.3416.01
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.2078
Semi Standard Deviation [%]0.5055
Beta [%]0.8496
Sharp Ratio [%]-0.3501
R-Square [%]0.8207
Expense Ratio [%]2.2100
AVG Ratio [%]0.0003
Other Ratios
Jenson Ratio [%]-0.0472
Treynor Ratio [%]-0.0758
Turnover Ratio [%]27.0000
FAMA Ratio [%]-0.0517
SORTINO Ratio [%]-0.1177

Return Calculator

MARKET STATS As on 16/08/2019 As on 16/08/2019

11047.80 (0.17) 37350.33 (0.10)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
Neulands Global Inds0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Uttam Value Steels0.05-0.05-50.00
Tijaria Polypipe10.65-2.20-17.12

Portfolio Comparison

MUTUAL FUND ACTIVITY