Sundaram Services Fund-Reg(IDCW-Reinv)

18.68 0.29 (1.55%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return19.6244.4882.5129.28NA28.79
Category Avg16.8136.1272.3724.40NA22.13
Category Best4.255.22-5.518.1014.1918.35
Category Worst1.67-1.69-6.447.1013.255.96
SENSEX15.8826.2950.2820.8517.24-
BSE20015.6028.0558.8821.4116.36-
NIFTY15.6726.4353.1920.5316.40-

* 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
202114.0517.36NA6.74
202017.218.7824.75-27.44
20191.822.728.587.18
2018NANA3.09NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202015.41267017.92
201921.7356610.38
20183.2913650.82

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Sundaram Services Fund-Reg(G)21.9421-Sep-1882.529.7-29.21
ICICI Pru Exports & Services Fund(G)92.7530-Nov-0562.2419.113.7815.06
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.0064
Semi Standard Deviation [%]0.5867
Beta [%]0.8508
Sharp Ratio [%]1.2893
R-Square [%]0.8931
Expense Ratio [%]2.3200
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]0.1036
Treynor Ratio [%]0.2793
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1467
SORTINO Ratio [%]0.2684

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY