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

15.26 0.16 (1.09%) NAV as on 18-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return6.8814.247.0813.04NA9.79
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
SENSEX2.507.439.8413.619.11-
NIFTY2.007.188.2612.699.12-

* 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
2019NANANA12.48
20189.4610.59-16.83-0.76
20172.264.193.341.32
2016-1.455.792.57-1.38
20150.97-2.2410.54-0.59

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-0.09926-22.12
201711.55242632.06
20165.469279.39
20158.46631-0.6
20140.79252951.98

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)15.6423-Jul-1510.916.67-11.97
Sundaram World Brand Fund-Sr II-Reg(G)15.2610-Dec-147.0813.04-9.79
Sundaram World Brand Fund-Sr III-Reg(G)15.4423-Dec-147.0313.02-10.16
ICICI Pru US Bluechip Equity Fund(G)27.2006-Jul-128.8912.9510.815.48
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.0400
Semi Standard Deviation [%]0.4726
Beta [%]0.0475
Sharp Ratio [%]0.0639
R-Square [%]0.0399
Expense Ratio [%]1.3200
AVG Ratio [%]0.0412
Other Ratios
Jenson Ratio [%]0.0071
Treynor Ratio [%]0.1700
Turnover Ratio [%]8.6900
FAMA Ratio [%]-0.0079
SORTINO Ratio [%]0.0125

Return Calculator

MARKET STATS As on 19/06/2019 As on 19/06/2019

11691.45 (0.00) 39112.74 (0.17)

TOP GAINERS

Company Price Change Gain (%)
Uttam Value Steels0.100.05100.00
MVL0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Jain Irrigation Sys19.70-7.70-28.10
Neulands Global Inds0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY