Sundaram Rural and Consumption Fund(G)

41.34 -0.30 (-0.73%) NAV as on 14-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.381.57-3.1911.3914.8111.44
Category Avg4.391.99-3.6010.8214.819.32
Category Best10.937.9210.3615.5118.2418.62
Category Worst-1.99-2.08-13.925.802.22-2.15
SENSEX4.509.7010.8214.339.35-
NIFTY4.239.429.3913.399.41-

* 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
2019NANANA1.89
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 (%)
Canara Rob Consumer Trends Fund-Reg(G)39.5815-Sep-094.615.4415.4115.15
Tata Digital India Fund-Reg(G)15.3628-Dec-158.9214.45-13.19
Aditya Birla SL India GenNext Fund(G)82.9205-Aug-054.2814.0116.4416.48
Aditya Birla SL Digital India Fund(G)53.1715-Jan-005.8712.7114.028.98
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.6710
Semi Standard Deviation [%]0.4673
Beta [%]0.8538
Sharp Ratio [%]-0.1598
R-Square [%]0.8131
Expense Ratio [%]2.1700
AVG Ratio [%]0.0438
Other Ratios
Jenson Ratio [%]-0.0506
Treynor Ratio [%]-0.0360
Turnover Ratio [%]24.0000
FAMA Ratio [%]-0.0450
SORTINO Ratio [%]-0.0604

Return Calculator

MARKET STATS As on 14/06/2019 As on 14/06/2019

11823.30 (-0.76) 39452.07 (-0.73)

TOP GAINERS

Company Price Change Gain (%)
Uttam Value Steels0.100.05100.00
MPS Infotecnics0.100.05100.00

TOP LOSERS

Company Price Change Loss (%)
FCS Software Soltns.0.20-0.05-20.00
Shekhawati Poly-Yarn0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY