Ranked On: 29 November 2024
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Banking & Psu F… | 7 | |
7.94% | 5.82% | 5.64% | 6.26% | % | % | % | % | % | % | 1.22% | -1.05% | -0.62% | % | -0.26 | -0.82 | |
| Sundaram Corporate Bond … | 8 | |
7.91% | 5.88% | 6.40% | 6.81% | 7.42% | 8.15% | 6.12% | 6.65% | 7.10% | 7.74% | 0.92% | -0.45% | 0.00% | % | -0.33 | -1.03 | |
| Sundaram Medium Duration… | 13 | |
6.15% | 3.96% | 4.05% | 4.66% | 5.52% | 7.11% | 4.91% | 5.02% | 5.64% | 6.39% | 1.84% | -2.23% | -2.13% | % | -0.43 | -1.49 | |
| Sundaram Money Market Fu… | 9 | |
7.48% | 6.34% | 5.52% | % | % | 7.59% | 6.43% | 5.60% | % | % | 0.46% | 0.00% | 0.00% | % | -0.34 | -1.14 | |
| Sundaram Overnight Fund | 21 | |
6.59% | 5.89% | 4.81% | % | % | 6.72% | 5.99% | 4.91% | % | % | 0.35% | 0.00% | 0.00% | % | -0.63 | -2.74 | |
| Sundaram Diversified Equ… | 27 | |
14.31% | 14.54% | 15.46% | 10.27% | 11.77% | 14.96% | 15.21% | 16.07% | 10.84% | 12.31% | 12.22% | -9.16% | -14.39% | 0.09% | 0.89 | 0.29 | 0.55 |
| Sundaram Large And Midca… | 18 | |
23.82% | 16.71% | 18.07% | 14.62% | 14.59% | 25.17% | 18.02% | 19.49% | 15.97% | 15.72% | 13.35% | -14.42% | -16.94% | -1.88% | 0.93 | 0.33 | 0.63 |
| Sundaram Large Cap Fund | 16 | |
13.54% | 13.45% | % | % | % | 15.01% | 14.97% | % | % | % | 12.23% | -9.76% | -12.72% | 11.85% | 0.00 | 0.23 | 0.44 |
| Sundaram Mid Cap Fund | 6 | |
35.63% | 26.69% | 24.61% | 14.22% | 16.16% | 36.77% | 27.79% | 25.66% | 15.16% | 17.00% | 14.20% | -11.14% | -14.85% | 4.50% | 0.83 | 0.69 | 1.20 |
| Sundaram Services Fund | 9 | |
20.78% | 17.17% | 21.00% | % | % | 22.20% | 18.66% | 22.51% | % | % | 13.34% | -11.23% | -17.26% | 1.55% | 0.92 | 0.34 | 0.64 |
| Sundaram Financial Servi… | 5 | |
8.55% | 19.06% | 14.14% | 13.13% | 12.55% | 10.03% | 20.80% | 15.72% | 14.50% | 13.74% | 14.55% | -12.05% | -16.27% | 6.72% | 0.95 | 0.41 | 0.71 |
| Sundaram Consumption Fund | 3 | |
22.84% | 20.75% | 18.12% | 11.82% | 14.70% | 23.91% | 21.83% | 19.15% | 12.76% | 15.59% | 13.85% | -9.10% | -11.06% | 5.46% | 0.87 | 0.49 | 0.88 |
| Sundaram Infrastructure … | 12 | |
28.22% | 23.21% | 24.29% | 13.18% | 14.48% | 28.98% | 23.91% | 24.94% | 13.83% | 15.08% | 14.38% | -12.00% | -17.65% | 21.16% | 0.03 | 0.52 | 1.06 |
| Sundaram Small Cap Fund | 18 | |
22.89% | 21.78% | 28.47% | 12.90% | 14.79% | 24.26% | 23.18% | 29.87% | 14.05% | 15.76% | 14.32% | -15.11% | -14.30% | 6.25% | 0.69 | 0.49 | 0.95 |
| Sundaram Conservative Hy… | 13 | |
8.26% | 6.88% | 8.21% | 5.91% | 7.18% | 9.38% | 7.90% | 9.19% | 6.96% | 8.10% | 3.44% | -2.57% | -3.16% | % | 0.01 | 0.00 |
Return Calculated On: 20 December 2024
Ratios Calculated On: 29 November 2024
| Amc Name | Started On | Address | Phone Number | Website |
|---|---|---|---|---|
| Sundaram Mutual Fund | 24-08-1996 | Sundaram AMC Limited, Sundaram Towers, I n II Floor, No.46, |
044-28583362 044-28583367 |
Sundaram Mutual Fund |