BSE - Delayed Quote INR
Sundaram Equity Savings Fund (0P0001BB0W.BO)
24.50
-0.01
(-0.06%)
At close: May 1 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.03% |
| 5y Average Return | 14.74% |
| Number of Years Up | 11 |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 30, 2025) | 19.95% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 19.95% |
| Worst 3Y Total Return | 6.52% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001BB0W.BO
Category
- YTD
- -1.78%
- 0.00%
- 1-Month
- 0.93%
- 0.00%
- 3-Month
- -1.78%
- 0.00%
- 1-Year
- 6.67%
- 0.00%
- 3-Year
- 10.12%
- 0.00%
- 5-Year
- 15.61%
- 0.00%
- 10-Year
- 9.57%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001BB0W.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.78% | -- | -- | -- |
| 2024 | 3.52% | 5.85% | 5.39% | -2.66% |
| 2023 | -1.29% | 6.30% | 4.50% | 5.03% |
| 2022 | 0.74% | -2.59% | 4.98% | 2.69% |
| 2021 | 4.00% | 6.21% | 6.76% | 1.71% |
| 2020 | -9.41% | 9.35% | 5.71% | 10.73% |
| 2019 | 2.05% | 1.70% | -0.91% | 2.07% |
| 2018 | -0.70% | 1.88% | 0.88% | 1.03% |
| 2017 | 6.39% | 3.09% | 2.25% | 3.28% |
| 2016 | 0.92% | 1.84% | 4.64% | -2.01% |
| 2015 | 2.07% | -1.12% | 2.91% | -0.85% |
| 2014 | 2.54% | 2.76% | 2.50% | 3.11% |
| 2013 | 2.17% | -5.00% | 2.65% | -- |
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 77 |
| 3-Month | 70 |
| 1-Year | 57 |
| 3-Year | 20 |
| 5-Year | 5 |
Load Adjusted Returns
| 1-Year | 6.67% |
| 3-Year | 10.12% |
| 5-Year | 15.61% |
| 10-Year | 9.57% |
Performance & Risk
| YTD Return | -0.03% |
| 5y Average Return | 14.74% |
| Rank in Category (ytd) | 70 |
| % 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 | -1.78% |
| Yield | 3.01% |
| Morningstar Rating | |
| Inception Date | May 23, 2002 |
Fund Summary
Fund Summary Information Not Available
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