Sundaram World Brand Fund-Sr III-Reg(G)

15.54 -0.03 (-0.19%) NAV as on 24-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.3525.309.5713.66NA10.28
Category Avg2.042.963.8811.39NA9.25
Category Best5.608.8514.4917.1012.6016.16
Category Worst-1.06-3.44-6.444.473.184.69
SENSEX4.3011.1811.1814.329.27-
NIFTY3.8910.629.6113.409.28-

* 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
2019NANANA12.48
20189.4410.58-16.86-0.74
20172.264.193.341.30
2016-1.475.802.59-1.42
20150.94-2.2910.561.29

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-0.131026-22.12
201711.53252632.06
20165.4311279.39
201510.45531-0.6
20140.22272951.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Reliance US Equity Opp Fund(G)15.7923-Jul-1512.9917.39-12.34
Sundaram World Brand Fund-Sr II-Reg(G)15.3610-Dec-149.6113.68-9.92
Sundaram World Brand Fund-Sr III-Reg(G)15.5423-Dec-149.5713.66-10.28
ICICI Pru US Bluechip Equity Fund(G)27.2606-Jul-12913.5710.9515.47
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.9999
Semi Standard Deviation [%]0.4741
Beta [%]0.0525
Sharp Ratio [%]0.1651
R-Square [%]0.0443
Expense Ratio [%]1.3400
AVG Ratio [%]0.0438
Other Ratios
Jenson Ratio [%]0.0260
Treynor Ratio [%]0.5185
Turnover Ratio [%]8.7000
FAMA Ratio [%]0.0093
SORTINO Ratio [%]0.0422

Return Calculator

MARKET STATS As on 25/06/2019 As on 25/06/2019

11796.45 (0.83) 39434.94 (0.80)

TOP GAINERS

Company Price Change Gain (%)
Pradip Overseas4.453.65456.25
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
Rushil Decor384.85-96.20-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY