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

16.24 -0.10 (-0.60%) NAV as on 18-Sep-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return5.2312.465.2612.99NA10.78
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
SENSEX-6.36-4.02-1.958.536.16-
NIFTY-7.28-5.42-3.897.285.96-

* 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
20195.11NANA12.48
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)16.2223-Jul-157.3715.85-12.33
ICICI Pru US Bluechip Equity Fund(G)29.2606-Jul-126.5215.6911.1316.07
Sundaram World Brand Fund-Sr II-Reg(G)16.0610-Dec-145.3213.01-10.43
Sundaram World Brand Fund-Sr III-Reg(G)16.2423-Dec-145.2612.99-10.78
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.1137
Semi Standard Deviation [%]0.5217
Beta [%]0.0521
Sharp Ratio [%]0.0684
R-Square [%]0.0441
Expense Ratio [%]1.3400
AVG Ratio [%]-0.0083
Other Ratios
Jenson Ratio [%]0.0112
Treynor Ratio [%]0.1858
Turnover Ratio [%]8.7000
FAMA Ratio [%]0.0318
SORTINO Ratio [%]0.0142

Return Calculator

MARKET STATS As on 19/09/2019 As on 19/09/2019

10704.80 (-1.25) 36093.47 (-1.29)

TOP GAINERS

Company Price Change Gain (%)
IIFL Wealth Mgment.1270.501265.1023427.78
ATN International0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Hind Syntex3.00-3.15-51.22
Uttam Value Steels0.05-0.05-50.00

Portfolio Comparison

MUTUAL FUND ACTIVITY