Sundaram Smart NIFTY 100 Eq Weight Fund-Reg(D)

14.16 0.10 (0.74%) NAV as on 23-Feb-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return17.8729.8925.326.65NA9.98
Category Avg16.3132.6723.728.53NA20.31
Category Best3.19-0.58-1.569.2911.4216.87
Category Worst0.54-2.35-8.007.976.754.99
SENSEX12.8729.4420.8413.3716.27-
NIFTY13.7829.3421.7411.9215.65-

* 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
202023.475.4423.81-29.19
2019-2.46-3.715.253.20
20180.44-2.371.74-7.79
20172.243.969.81NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202014.153137NA
20192.022833NA
2018-8.012325NA
201726.952224NA
2016NA2422NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Taurus Ethical Fund-Reg(G)68.3206-Apr-0921.6511.5214.0817.46
Principal Nifty 100 Equal Weight Fund(G)89.9927-Jul-9925.317.4212.9510.71
Sundaram Smart NIFTY 100 Eq Weight Fund-Reg(G)14.8012-Jan-1725.326.65-9.98
Axis Nifty 100 Index Fund-Reg(G)12.5518-Oct-1921.61--18.27
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]33.4108
Semi Standard Deviation [%]1.4379
Beta [%]0.7961
Sharp Ratio [%]0.2678
R-Square [%]0.9334
Expense Ratio [%]0.9400
AVG Ratio [%]0.0953
Other Ratios
Jenson Ratio [%]0.0278
Treynor Ratio [%]0.1192
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0424
SORTINO Ratio [%]0.0587

Return Calculator

MARKET STATS As on 24/02/2021 As on 24/02/2021

14820.45 (0.77) 50781.69 (2.07)

TOP GAINERS

Company Price Change Gain (%)
IIFL Securities56.409.4020.00
Manali Petro56.459.4019.98

TOP LOSERS

Company Price Change Loss (%)
Zuari Agro Chemicals98.85-9.80-9.02
Asian Granito India201.85-19.10-8.64

Portfolio Comparison

MUTUAL FUND ACTIVITY