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Sundaram Banking & PSU Fund - Retail (IDCW-M) Income Funds
INVEST

Plan: OPEN | Option: Dividend | Dwijendra Srivastava

30 Apr 24 | 12:00 AM

11.49 0.00 (0.03%)

  • Underperforms

    5.88%

    Return (1Y)

    underperformed Income Funds by -0.77%

  • Less Volatile

    0.10%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.05%

  • Not so consistent

    4/11

    Months

    Has beaten Income Funds

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year Sundaram Banking & PSU Fund - Retail (IDCW-M), has underperformed its benchmark, Income Funds by -0.77% (CAGR difference)

5.88%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

02 May 2023

Risk

In last 1 year , the volatility of Sundaram Banking & PSU Fund - Retail (IDCW-M),is Lower than its benchmark, Income Funds by -0.05%

0.10%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 11 Months, i.e 36.36% of the times It has beaten its benchmark, Income Funds

Consistency Meter

View Stock Composition