Sundaram Short Term Debt Fund(H-IDCW)

12.79 -0.01 (-0.05%) NAV as on 22-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return41.6623.0313.315.364.896.35
Category Avg8.566.645.376.464.897.04
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
20210.8810.48NA0.38
20203.651.501.582.17
2019-6.17-3.011.982.23
20180.601.332.521.65
20171.761.630.801.36
20161.932.941.922.10

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20209.191729NA
2019-5.123031NA
20186.231333NA
20175.652433NA
20169.191835NA

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)25.3425-Jun-104.728.637.758.55
ICICI Pru Short Term Fund(G)47.2729-Oct-014.888.537.48.07
Aditya Birla SL Short Term Fund(G)37.6909-May-034.678.337.257.45
Nippon India Short Term Fund(G)42.1418-Dec-025.298.287.017.93
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]7.9859
Semi Standard Deviation [%]0.0644
Beta [%]0.4474
Sharp Ratio [%]0.4541
R-Square [%]0.0996
Expense Ratio [%]1.0100
AVG Ratio [%]0.0069
Other Ratios
Jenson Ratio [%]0.0435
Treynor Ratio [%]0.0933
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0430
SORTINO Ratio [%]-0.0632

Return Calculator

MARKET STATS As on 22/10/2021 As on 22/10/2021

18114.90 (-0.35) 60821.62 (-0.17)

TOP GAINERS

Company Price Change Gain (%)
IRB Infra.&Developer293.6048.9019.98
Univastu India61.9510.3019.94

TOP LOSERS

Company Price Change Loss (%)
NXTDigital428.45-73.35-14.62
Solar Industries2208.45-294.50-11.77

Portfolio Comparison

MUTUAL FUND ACTIVITY