Ranked On: 30 September 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 | |
8.37% | 5.71% | 5.74% | 6.15% | % | % | % | % | % | % | 1.24% | -1.05% | -0.62% | % | -0.31 | -0.99 | |
| Sundaram Corporate Bond … | 8 | |
8.48% | 5.73% | 6.56% | 6.62% | 7.68% | 8.73% | 5.97% | 6.81% | 6.92% | 8.00% | 0.95% | -0.45% | 0.00% | % | -0.38 | -1.23 | |
| Sundaram Medium Duration… | 13 | |
7.03% | 3.81% | 4.13% | 4.57% | 5.84% | 8.02% | 4.77% | 5.11% | 5.56% | 6.72% | 1.86% | -2.23% | -2.13% | % | -0.45 | -1.61 | |
| Sundaram Money Market Fu… | 9 | |
7.46% | 6.11% | 5.48% | % | % | 7.57% | 6.20% | 5.56% | % | % | 0.49% | 0.00% | 0.00% | % | -0.46 | -1.66 | |
| Sundaram Overnight Fund | 20 | |
6.65% | 5.69% | 4.75% | % | % | 6.77% | 5.79% | 4.85% | % | % | 0.38% | 0.00% | 0.00% | % | -0.68 | -3.11 | |
| Sundaram Diversified Equ… | 27 | |
25.42% | 12.25% | 17.09% | 11.54% | 13.20% | 26.14% | 12.90% | 17.70% | 12.12% | 13.75% | 11.72% | -9.16% | -11.38% | -0.04% | 0.89 | 0.38 | 0.70 |
| Sundaram Large And Midca… | 20 | |
37.27% | 14.53% | 19.47% | 15.80% | 16.12% | 38.77% | 15.84% | 20.91% | 17.17% | 17.26% | 12.96% | -14.42% | -15.15% | -2.14% | 0.95 | 0.43 | 0.80 |
| Sundaram Large Cap Fund | 20 | |
26.02% | 11.36% | % | % | % | 27.65% | 12.90% | % | % | % | 11.74% | -10.83% | -11.33% | -3.21% | 0.83 | 0.32 | 0.60 |
| Sundaram Mid Cap Fund | 2 | |
51.51% | 23.09% | 26.04% | 15.79% | 17.92% | 52.78% | 24.16% | 27.10% | 16.75% | 18.78% | 13.73% | -11.14% | -12.67% | 4.49% | 0.83 | 0.82 | 1.36 |
| Sundaram Services Fund | 11 | |
32.17% | 15.24% | 23.52% | % | % | 33.72% | 16.73% | 25.04% | % | % | 12.89% | -11.80% | -13.62% | 2.41% | 0.91 | 0.46 | 0.85 |
| Sundaram Financial Servi… | 1 | |
24.29% | 15.89% | 17.48% | 14.40% | 14.75% | 25.99% | 17.59% | 19.07% | 15.80% | 15.95% | 14.78% | -15.58% | -18.01% | 8.51% | 0.94 | 0.44 | 0.80 |
| Sundaram Consumption Fund | 6 | |
32.97% | 18.52% | 19.68% | 13.43% | 16.38% | 34.13% | 19.59% | 20.72% | 14.38% | 17.28% | 12.71% | -8.89% | -11.06% | 6.92% | 0.81 | 0.75 | 1.13 |
| Sundaram Infrastructure … | 14 | |
47.91% | 22.65% | 26.26% | 16.11% | 16.32% | 48.77% | 23.34% | 26.92% | 16.80% | 16.93% | 14.06% | -12.00% | -17.04% | 5.62% | 0.97 | 0.64 | 1.28 |
| Sundaram Small Cap Fund | 15 | |
37.12% | 20.06% | 30.32% | 15.37% | 16.80% | 38.65% | 21.44% | 31.73% | 16.54% | 17.79% | 14.02% | -15.11% | -14.30% | 8.01% | 0.68 | 0.56 | 1.08 |
| Sundaram Conservative Hy… | 14 | |
12.14% | 6.49% | 8.90% | 6.22% | 7.76% | 13.28% | 7.50% | 9.89% | 7.29% | 8.68% | 3.35% | -2.57% | -2.97% | % | 0.03 | 0.05 |
Return Calculated On: 17 October 2024
Ratios Calculated On: 30 September 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 |