Sundaram Taxsaver-D    Plan:
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 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating    R-Squared 0.90    Mean 5.77
 Fund Risk Grade Average    Alpha -1.25    Standard Deviation 17.49
 Fund Return Grade Average    Beta 0.87    Sharpe Ratio -0.01

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   34.04  (28/04/2009  -  28/05/2009) -34.10  (15/05/2006  -  14/06/2006)
Quarter   74.93  (09/03/2009  -  10/06/2009) -32.65  (24/02/2000  -  25/05/2000)
Year   112.20  (02/01/2003  -  02/01/2004) -50.04  (14/01/2008  -  13/01/2009)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 19 Jun 2013  Fund Return  Category Return   S&P BSE Sensex   CNX Nifty
Year-to-Date -5.44 -4.38 -0.93 -1.40
1-Week 1.28 1.01 1.07 1.08
1-Month -6.11 -5.07 -5.13 -5.90
3-Month -1.01 1.11 1.25 1.33
1-Year 13.85 13.28 14.15 14.08
2-Year 4.97 3.32 3.76 4.14
3-Year 3.14 2.92 3.08 3.42
5-Year 7.12 5.65 4.99 5.26
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   34.47 -25.35 13.06 72.02 -47.58
Rank In Category   12/37 25/36 32/37 25/32 2/29
Category Average   31.25 -23.82 18.78 81.79 -55.56
S&P BSE Sensex    25.70  -24.64  17.43  81.03  -52.45
CNX Nifty     27.70  -24.62  17.95  75.76  -51.79
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 -6.66 -- -- --
2012 17.56 -1.65 10.50 5.26
2011 -9.52 -2.57 -8.36 -7.61
2010 -2.72 2.52 14.11 -0.65
2009 -7.87 45.53 24.69 2.90
2008 -28.95 -10.12 -3.30 -15.10
2007 -6.05 11.70 20.22 33.46
2006 18.92 -16.50 13.92 16.66
2005 0.04 7.98 27.54 15.85
2004 -11.83 -5.00 31.45 30.58
2003 -4.52 23.93 27.20 37.66
2002 13.00 1.96 -8.01 8.59
2001 -13.64 -1.28 -17.17 20.72
2000 14.17 -14.88 -13.64 -2.38
1999 -- -- -- --
 
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