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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Dwijendra Srivastava

22 May 25 | 12:00 AM

19.44 -0.04 (-0.21%)

  • Underperforms

    8.34%

    Return (1Y)

    underperformed Hybrid - Debt Oriented by -0.95%

  • Less Volatile

    0.24%

    Standard Deviation (1Y)

    Lower than Hybrid - Debt Oriented by -0.05%

  • Not so consistent

    4/12

    Months

    Has beaten Hybrid - Debt Oriented

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Sundaram Conservative Hybrid Fund (IDCW-Q)

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 Conservative Hybrid Fund (IDCW-Q), has Underperformed its benchmark, Hybrid - Debt Oriented by -0.95% (CAGR difference)

8.34%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.98.308.408.508.608.708.808.909.009.109.209.30
JavaScript chart by amCharts 3.20.9Sundaram Conservative Hybrid Fund (IDCW-Q) Hybrid - Debt Oriented

Risk

In last 1 year , the volatility of Sundaram Conservative Hybrid Fund (IDCW-Q),is Lower than its benchmark, Hybrid - Debt Oriented by -0.05%

0.24%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.240.250.260.270.280.290.30
JavaScript chart by amCharts 3.20.9Sundaram Conservative Hybrid Fund (IDCW-Q) Hybrid - Debt Oriented

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Hybrid - Debt Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-2024
JavaScript chart by amCharts 3.20.9Sundaram Conservative Hybrid Fund (IDCW-Q) Hybrid - Debt Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-101
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 11 Stocks beating the benchmark 13 Stocks not beating the benchmark

View Stock Composition