Sundaram Rural and Consumption Fund(G)

41.94 -0.18 (-0.44%) NAV as on 19-Nov-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.495.185.6510.0311.1811.18
Category Avg4.391.99-3.6010.8211.189.32
Category Best10.937.9210.3615.5118.2418.62
Category Worst-1.99-2.08-13.925.802.22-2.15
SENSEX7.856.2013.6115.497.42-
NIFTY7.574.1811.2613.757.12-

* 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
201621.121289.39
20156.311132-0.6
201447.37113051.98

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)14.8728-Dec-156.1919.86-10.72
Aditya Birla SL Digital India Fund(G)54.1415-Jan-007.5718.4910.058.88
Canara Rob Consumer Trends Fund-Reg(G)42.4315-Sep-0916.7316.8312.3615.24
Aditya Birla SL India GenNext Fund(G)90.1105-Aug-051615.7213.3216.62
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.2117
Semi Standard Deviation [%]0.4689
Beta [%]0.8541
Sharp Ratio [%]0.0701
R-Square [%]0.8587
Expense Ratio [%]2.1600
AVG Ratio [%]0.0531
Other Ratios
Jenson Ratio [%]-0.0199
Treynor Ratio [%]0.0093
Turnover Ratio [%]25.0000
FAMA Ratio [%]-0.0087
SORTINO Ratio [%]0.0172

Return Calculator

MARKET STATS As on 19/11/2019 As on 19/11/2019

11940.10 (0.47) 40469.70 (0.46)

TOP GAINERS

Company Price Change Gain (%)
Vodafone Idea6.051.6035.96
Visagar Polytex0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Prakash Steelage0.15-0.05-25.00
FCS Software Soltns.0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY