BSE - Delayed Quote INR
Sundaram Diversified Equity Dir IDCW-R (0P0001BBA8.BO)
20.32
-0.08
(-0.37%)
At close: May 28 at 1:30:00 AM GMT+5:30
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.66% |
| 5y Average Return | 22.60% |
| Number of Years Up | 10 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 28, 2025) | 45.98% |
| Worst 1Y Total Return (May 28, 2025) | -- |
| Best 3Y Total Return | 45.98% |
| Worst 3Y Total Return | 1.50% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001BBA8.BO
Category
- YTD
- -1.53%
- 0.00%
- 1-Month
- 3.46%
- 0.00%
- 3-Month
- 1.69%
- 0.00%
- 1-Year
- 3.87%
- 0.00%
- 3-Year
- 12.82%
- 0.00%
- 5-Year
- 21.19%
- 0.00%
- 10-Year
- 11.54%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001BBA8.BO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.83% | -- | -- | -- |
| 2024 | 2.19% | 8.38% | 6.33% | -6.46% |
| 2023 | -3.79% | 12.38% | 4.19% | 9.97% |
| 2022 | -0.94% | -8.13% | 11.50% | 2.87% |
| 2021 | 7.95% | 11.49% | 8.41% | 1.03% |
| 2020 | -30.22% | 17.84% | 10.79% | 20.97% |
| 2019 | 5.45% | 0.87% | -3.45% | 3.78% |
| 2018 | -8.07% | 0.91% | -5.12% | 1.15% |
| 2017 | 15.42% | 7.25% | 2.20% | 10.10% |
| 2016 | -4.58% | 11.29% | 8.09% | -6.72% |
| 2015 | 3.73% | 0.18% | -3.22% | 2.66% |
| 2014 | 5.56% | 18.88% | 7.01% | 8.70% |
| 2013 | 0.51% | -3.73% | 12.51% | -- |
Rank in Category (By Total Return)
| YTD | 32 |
| 1-Month | 24 |
| 3-Month | 43 |
| 1-Year | 74 |
| 3-Year | 87 |
| 5-Year | 75 |
Load Adjusted Returns
| 1-Year | 3.87% |
| 3-Year | 12.82% |
| 5-Year | 21.19% |
| 10-Year | 11.54% |
Performance & Risk
| YTD Return | 0.66% |
| 5y Average Return | 22.60% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Sundaram Asset Management Company Ltd |
| Net Assets | 4.29B |
| YTD Return | -1.53% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 22, 1999 |
Fund Summary
Fund Summary Information Not Available
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