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Sundaram Medium Duration Fund - (IDCW-Q) Income Funds
INVEST

Plan: OPEN | Option: Dividend | Dwijendra Srivastava

25 Jul 24 | 12:00 AM

12.91 0.01 (0.10%)

  • Underperforms

    5.46%

    Return (1Y)

    underperformed Income Funds by -2.33%

  • Less Volatile

    0.08%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.13%

  • Inconsistent

    2/10

    Months

    Has underperformed Income Funds

  • Value research rating

Critical Parameters

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Returns

In last 1 year Sundaram Medium Duration Fund - (IDCW-Q), has underperformed its benchmark, Income Funds by -2.33% (CAGR difference)

5.46%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

13 Sep 2023

Risk

In last 1 year , the volatility of Sundaram Medium Duration Fund - (IDCW-Q),is Lower than its benchmark, Income Funds by -0.13%

0.08%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 10 Months, i.e 20% of the times It has beaten its benchmark, Income Funds

Consistency Meter

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