BSE - Delayed Quote INR
Sundaram Equity Svgs Hf Yr IDCW-P (0P00005WYM.BO)
15.33
-0.01
(-0.07%)
At close: May 1 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.23% |
| 5y Average Return | 13.91% |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 29, 2025) | 18.18% |
| Worst 1Y Total Return (Apr 29, 2025) | -- |
| Best 3Y Total Return | 18.18% |
| Worst 3Y Total Return | 3.59% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00005WYM.BO
Category
- YTD
- -3.89%
- 0.00%
- 1-Month
- -1.00%
- 0.00%
- 3-Month
- -3.89%
- 0.00%
- 1-Year
- 4.88%
- 0.00%
- 3-Year
- 9.46%
- 0.00%
- 5-Year
- 14.53%
- 0.00%
- 10-Year
- 8.03%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00005WYM.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.89% | -- | -- | -- |
| 2024 | 2.95% | 5.48% | 4.85% | -1.34% |
| 2023 | -1.83% | 7.74% | 3.96% | 6.60% |
| 2022 | 0.22% | -3.00% | 4.43% | 2.28% |
| 2021 | 3.63% | 5.84% | 6.37% | 1.30% |
| 2020 | -9.63% | 9.06% | 5.38% | 10.37% |
| 2019 | 1.74% | -2.78% | -0.20% | 0.71% |
| 2018 | -0.97% | 1.33% | 0.49% | 0.60% |
| 2017 | 6.18% | 2.91% | 2.10% | 3.08% |
| 2016 | 0.77% | 2.49% | 4.43% | -2.97% |
| 2015 | 2.06% | -1.31% | 2.75% | -1.17% |
| 2014 | 2.36% | 2.82% | 1.93% | 3.01% |
| 2013 | 1.19% | 1.57% | -5.20% | 2.50% |
| 2012 | 2.02% | 1.35% | 2.61% | 2.63% |
| 2011 | -0.35% | 1.29% | 0.38% | 0.90% |
| 2010 | 0.55% | 0.96% | 1.74% | 0.42% |
| 2009 | 0.11% | 9.44% | 2.83% | 1.16% |
| 2008 | -4.56% | -1.04% | -1.29% | 3.30% |
| 2007 | -0.92% | 4.87% | 4.44% | 9.84% |
| 2006 | 2.26% | -1.56% | 2.88% | 1.92% |
| 2005 | 1.03% | 1.49% | 3.72% | -0.03% |
| 2004 | 0.80% | -1.46% | 2.06% | 2.60% |
| 2003 | -1.02% | 3.63% | 3.94% | 4.14% |
| 2002 | 3.43% | 5.96% | -- | -- |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 93 |
| 3-Month | 86 |
| 1-Year | 81 |
| 3-Year | 34 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 4.88% |
| 3-Year | 9.46% |
| 5-Year | 14.53% |
| 10-Year | 8.03% |
Performance & Risk
| YTD Return | -2.23% |
| 5y Average Return | 13.91% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Sundaram Asset Management Company Ltd |
| Net Assets | 878.49M |
| YTD Return | -3.89% |
| Yield | 3.75% |
| Morningstar Rating | |
| Inception Date | May 23, 2002 |
Fund Summary
Fund Summary Information Not Available
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