Sundaram Short Term Debt Fund(G)-Direct Plan

38.90 0.01 (0.03%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return42.5223.7013.966.576.638.08
Category Avg8.356.315.236.456.637.02
Category Best9.8410.569.799.709.779.89
Category Worst-1.193.821.244.653.695.12

* 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
20211.0610.68NA0.54
20203.821.691.762.34
2019-6.02-2.852.152.38
20180.851.582.711.89
20172.031.901.041.61
20162.183.212.202.35

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20209.941729NA
2019-4.523031NA
20187.211333NA
20176.742433NA
201610.311835NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
HDFC Short Term Debt Fund(G)25.3525-Jun-104.558.647.768.54
ICICI Pru Short Term Fund(G)47.2929-Oct-014.698.537.418.07
Aditya Birla SL Short Term Fund(G)37.7009-May-034.538.327.267.45
Nippon India Short Term Fund(G)42.1318-Dec-025.18.277.017.92
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.9821
Semi Standard Deviation [%]0.0644
Beta [%]0.4472
Sharp Ratio [%]0.4894
R-Square [%]0.0996
Expense Ratio [%]0.2800
AVG Ratio [%]0.0069
Other Ratios
Jenson Ratio [%]0.0464
Treynor Ratio [%]0.0996
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0458
SORTINO Ratio [%]-0.0636

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY