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

17.03 -0.01 (-0.05%) NAV as on 05-Aug-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.9216.5856.8311.25NA12.39
Category Avg15.1019.3762.7712.68NA24.91
Category Best3.19-0.58-1.569.2911.4216.87
Category Worst0.54-2.35-8.007.976.754.99
SENSEX12.687.4244.2613.1314.43-
NIFTY12.169.1546.5412.6913.71-

* 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
202111.29NANA8.93
202023.485.4423.81-29.19
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)82.1006-Apr-0946.8315.8214.7918.54
Sundaram Smart NIFTY 100 Eq Weight Fund-Reg(G)17.0312-Jan-1756.8311.25-12.39
Principal Nifty 100 Equal Weight Fund(G)103.2827-Jul-9956.5210.9711.7911.18
Axis Nifty 100 Index Fund-Reg(G)13.9618-Oct-1946.27--20.3
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.2081
Semi Standard Deviation [%]0.6377
Beta [%]0.8158
Sharp Ratio [%]0.8927
R-Square [%]0.8577
Expense Ratio [%]0.9400
AVG Ratio [%]0.1585
Other Ratios
Jenson Ratio [%]0.0565
Treynor Ratio [%]0.2169
Turnover Ratio [%]54.0000
FAMA Ratio [%]0.0830
SORTINO Ratio [%]0.2314

Return Calculator

MARKET STATS As on 05/08/2021 As on 05/08/2021

16294.60 (0.22) 54492.84 (0.23)

TOP GAINERS

Company Price Change Gain (%)
PVP Ventures7.051.1519.49
D.P. Wires299.5035.5513.47

TOP LOSERS

Company Price Change Loss (%)
Dhunseri Tea346.65-174.50-33.48
Nava Bharat Ventures109.15-16.70-13.27

Portfolio Comparison

MUTUAL FUND ACTIVITY