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BSE - Delayed Quote INR

Sundaram Banking & PSU Reg Dl IDCW-R (0P00005WGD.BO)

10.35
+0.00
+(0.03%)
At close: June 29 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 3.65%
5y Average Return 5.27%
Number of Years Up 19
Number of Years Down --
Best 1Y Total Return (Jun 28, 2024) 7.97%
Worst 1Y Total Return (Jun 28, 2024) --
Best 3Y Total Return 7.97%
Worst 3Y Total Return 4.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005WGD.BO
Category
YTD
3.12%
0.00%
1-Month
0.85%
0.00%
3-Month
1.83%
0.00%
1-Year
6.67%
0.00%
3-Year
4.67%
0.00%
5-Year
5.20%
0.00%
10-Year
5.30%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005WGD.BO
Category
2024
--
--
2023
6.82%
--
2022
2.43%
--
2021
2.93%
--
2020
7.05%
--
2019
7.21%
--
2018
4.50%
--
2017
4.31%
--

2016
5.63%
--
2015
5.68%
--
2014
6.33%
--
2013
6.33%
--
2012
7.97%
--
2011
7.62%
--
2010
4.23%
--
2009
4.55%
--
2008
5.08%
--
2007
7.18%
--
2006
5.76%
--
2005
4.80%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.96% -- -- --
2023 1.57% 1.99% 1.39% 1.70%
2022 0.45% -0.82% 1.22% 1.58%
2021 0.73% 0.82% 0.76% 0.60%
2020 1.34% 3.09% 1.21% 1.24%
2019 2.43% 1.17% 2.28% 1.15%
2018 1.36% -0.42% 1.22% 2.28%
2017 1.18% 1.57% 1.41% 0.09%
2016 1.58% 1.36% 1.36% 1.20%
2015 1.36% 1.38% 1.57% 1.26%

2014 1.71% 1.79% 1.14% 1.54%
2013 1.74% 1.92% 0.71% 1.82%
2012 1.63% 2.12% 2.27% 1.72%
2011 1.73% 2.39% 2.07% 1.23%
2010 1.21% 1.16% 0.74% 1.06%
2009 1.52% 0.84% 0.74% 1.37%
2008 1.64% 1.63% 1.77% -0.04%
2007 -1.39% 5.53% 1.39% 1.58%
2006 1.26% 1.38% 1.48% 1.52%
2005 1.18% 1.17% 1.19% 1.18%

Rank in Category (By Total Return)

YTD 45
1-Month 42
3-Month 17
1-Year 36
3-Year 69
5-Year 79

Load Adjusted Returns

1-Year 6.67%
3-Year 4.67%
5-Year 5.20%
10-Year 5.30%

Performance & Risk

YTD Return 3.65%
5y Average Return 5.27%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets 79.28M
YTD Return 3.12%
Yield 6.47%
Morningstar Rating
Inception Date Dec 30, 2004

Fund Summary

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