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BSE - Delayed Quote INR
Sundaram Equity Svgs Dir Gr (0P0000XVC6.BO)
76.77
-0.15
(-0.19%)
At close: February 22 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.57% |
| 5y Average Return | 14.11% |
| Number of Years Up | 11 |
| Number of Years Down | -- |
| Best 1Y Total Return (Feb 21, 2025) | 19.95% |
| Worst 1Y Total Return (Feb 21, 2025) | -- |
| Best 3Y Total Return | 19.95% |
| Worst 3Y Total Return | 7.99% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000XVC6.BO
Category
- YTD
- -0.70%
- 0.00%
- 1-Month
- -0.70%
- 0.00%
- 3-Month
- -0.01%
- 0.00%
- 1-Year
- 12.90%
- 0.00%
- 3-Year
- 11.83%
- 0.00%
- 5-Year
- 14.49%
- 0.00%
- 10-Year
- 10.43%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000XVC6.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.57% | 5.88% | 5.40% | -0.95% |
| 2023 | -1.26% | 8.19% | 4.53% | 5.07% |
| 2022 | 0.78% | -2.59% | 5.02% | 2.73% |
| 2021 | 4.00% | 6.21% | 6.76% | 1.71% |
| 2020 | -9.41% | 9.35% | 5.71% | 10.73% |
| 2019 | 2.05% | 1.69% | 0.09% | 2.42% |
| 2018 | -0.70% | 1.88% | 0.88% | 1.03% |
| 2017 | 6.39% | 3.09% | 2.25% | 3.28% |
| 2016 | 0.92% | 2.67% | 4.64% | -2.01% |
| 2015 | 3.00% | -1.12% | 3.08% | -0.65% |
| 2014 | 2.54% | 3.81% | 2.71% | 3.95% |
| 2013 | 3.01% | -5.00% | 2.69% | -- |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 55 |
| 3-Month | 41 |
| 1-Year | 5 |
| 3-Year | 4 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 12.90% |
| 3-Year | 11.83% |
| 5-Year | 14.49% |
| 10-Year | 10.43% |
Performance & Risk
| YTD Return | -1.57% |
| 5y Average Return | 14.11% |
| Rank in Category (ytd) | 55 |
| % 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 | -0.70% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 23, 2002 |
Fund Summary
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