Sundaram Equity Savings Fund (G) Hybrid - Arbitrage Oriented

Plan: OPEN | Option: Growth | Sudhir Kedia

24 Apr 24 | 12:00 AM

63.16 0.11 (0.17%)

  • Outperforms

    21.47%

    Return (1Y)

    beaten by 6.32%

  • More Volatile

    0.28%

    Standard Deviation (1Y)

    Higher Hybrid - Arbitrage Oriented by 0.09%

  • Consistent

    8/12

    Months

    Has beaten Hybrid - Arbitrage Oriented

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Principal Debt Savings Fund - MIP (G) fund has been the 3rd best in 5Y performance in the Monthly Income Plans - Short Term category

  • Principal Debt Savings Fund - MIP (G) fund has been given the 7th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Short Term category

  • Principal Debt Savings Fund - MIP (G) fund has been the 3rd best in the 5Y SIP performance in the Monthly Income Plans - Short Term category

Critical Parameters

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Returns

In last 1 year Sundaram Equity Savings Fund (G), has beaten by 6.32% (CAGR difference)

21.47%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Sundaram Equity Savings Fund (G) is Higher than by 0.09%

0.28%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It beaten its benchmark, Hybrid - Arbitrage Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

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