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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Rohit Seksaria

13 May 25 | 12:00 AM

31.71 -0.13 (-0.41%)

  • Underperforms

    13.92%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -10.14%

  • Less Volatile

    1.20%

    Standard Deviation (1Y)

    Lower Equity - Banking by -0.01%

  • Inconsistent

    3/12

    Months

    Has underperformed Equity - Banking

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Sundaram Fin Serv Opportunities (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Sundaram Fin Serv Opportunities (IDCW), has underperformed Nifty Financial Services TRI by -10.15% (CAGR difference)

13.92%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9121314151617181920212223242526
JavaScript chart by amCharts 3.20.9Sundaram Fin Serv Opportunities (IDCW) Nifty Financial Services TRI

Risk

In last 1 year , the volatility of Sundaram Fin Serv Opportunities (IDCW) is Lower than Nifty Financial Services TRI by -0.01%

1.20%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.001.021.041.061.081.101.121.141.161.181.201.221.241.261.281.301.32
JavaScript chart by amCharts 3.20.9Sundaram Fin Serv Opportunities (IDCW) Nifty Financial Services TRI

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed its benchmark, Equity - Banking

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 8 Stocks beating the benchmark 13 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition