BSE - Delayed Quote INR
Sundaram Mid Cap Institutional Dividend Payout (0P0000K9VM.BO)
40.67
+1.09
+(2.76%)
At close: January 1 at 1:30:00 AM GMT+5:30
Fund Summary
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 76.12% |
| Worst 1Y Total Return | -23.68% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000K9VM.BO | Category Average | 0P0000K9VM.BO | Category Average | 0P0000K9VM.BO | Category Average | |
| Alpha | -1.83 | 0.03 | -2.55 | 0.06 | 0.86 | 0.02 |
| BETA | 0.98 | 0.01 | 0.95 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | 1.52 | 0.02 | 1.26 | 0.02 | 1.61 | 0.02 |
| R-squared | 94.76 | 0.86 | 93.97 | 0.84 | 89.57 | 0.91 |
| Standard Deviation | 24.64 | 0.19 | 21.32 | 0.18 | 20.05 | 0.28 |
| Sharpe Ratio | 10.89 | 0.01 | 10.83 | 0.01 | 6.82 | 0 |
| Treynor Ratio | 11.56 | 0.25 | 8.4 | 0.21 | 12.72 | 0.12 |
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