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

15.93 -0.11 (-0.66%) NAV as on 20-Sep-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.3610.923.7912.53NA10.22
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-4.01-0.972.4110.057.01-
NIFTY-4.71-2.140.358.716.78-

* 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
20195.12NANA12.48
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)16.1423-Jul-156.0415.7-12.18
ICICI Pru US Bluechip Equity Fund(G)29.0306-Jul-125.0215.3611.0915.93
Aditya Birla SL Intl. Equity Fund-A(G)22.1631-Oct-070.2812.877.166.92
Sundaram World Brand Fund-Sr II-Reg(G)15.9310-Dec-143.7812.53-10.22
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.1118
Semi Standard Deviation [%]0.5243
Beta [%]0.0305
Sharp Ratio [%]0.0217
R-Square [%]0.0277
Expense Ratio [%]1.3200
AVG Ratio [%]0.0143
Other Ratios
Jenson Ratio [%]0.0004
Treynor Ratio [%]0.0075
Turnover Ratio [%]8.6900
FAMA Ratio [%]0.0047
SORTINO Ratio [%]0.0003

Return Calculator

MARKET STATS As on 23/09/2019 As on 23/09/2019

11600.20 (2.89) 39090.03 (2.83)

TOP GAINERS

Company Price Change Gain (%)
MVL0.100.05100.00
Neulands Global Inds0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
MPS Infotecnics0.05-0.05-50.00
KSS0.10-0.05-33.33

Portfolio Comparison

MUTUAL FUND ACTIVITY