Sundaram Mutual Fund - Risk Stats - Value Research Online
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Sundaram Mutual Fund

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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Sundaram Banking & PSU Debt Fund - Direct Plan  | 2 High 1.72 0.60 0.84 4.38 9.04 0.42
Sundaram Banking & PSU Debt Fund - Regular Plan  | 2 Above Avg. 1.72 0.55 0.77 4.37 8.94 0.42
Sundaram Corporate Bond Fund - Direct Plan (Erstwhile Sundaram Flexible Income Reg)  | 2 Above Avg. 3.02 0.53 0.83 1.11 0.64 0.82
Sundaram Corporate Bond Fund - Regular Plan (Erstwhile Sundaram Flexible Income Reg)  | 3 Above Avg. 3.03 0.36 0.57 1.12 0.14 0.83
Sundaram Debt Oriented Hybrid Fund (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 5.19 -0.38 -0.41 0.61 -3.08 0.24
Sundaram Debt Oriented Hybrid Fund - Direct Plan (Erstwhile Sundaram MIP Aggressive Plan)  | 3 Avg. 5.18 -0.17 -0.18 0.60 -1.98 0.24
Sundaram Diversified Equity Fund  | 3 Above Avg. 14.64 0.00 0.00 1.03 -3.31 0.91
Sundaram Diversified Equity Fund - Direct Plan  | 3 Above Avg. 14.66 0.04 0.05 1.03 -2.80 0.91
Sundaram Equity Fund - Direct Plan 0 - - - - - - -
Sundaram Equity Fund - Regular Plan 0 - - - - - - -
Sundaram Equity Hybrid Fund - Direct Plan (Erstwhile Sundaram Balanced)  | 3 Below Avg. 8.57 0.43 0.65 0.77 0.75 0.89
Sundaram Equity Hybrid Fund - Regular Plan (Erstwhile Sundaram Balanced)  | 3 Below Avg. 8.57 0.28 0.44 0.77 -0.46 0.89
Sundaram Equity Savings Fund - Direct Plan 0 - - - - - - -
Sundaram Equity Savings Fund - Regular Plan 0 - - - - - - -
Sundaram Financial Services Opportunities Fund - Direct Plan  | 2 Avg. 16.67 0.38 0.53 0.90 -2.50 0.95
Sundaram Financial Services Opportunities Fund - Regular Plan  | 2 Avg. 16.67 0.33 0.45 0.90 -3.38 0.95
Sundaram Global Advantage Fund 0 - 10.56 0.05 0.07 - - -
Sundaram Global Advantage Fund - Direct Plan 0 - 10.58 0.11 0.17 - - -
Sundaram Infrastructure Advantage Fund - Direct Plan  | 3 Above Avg. 18.01 0.05 0.08 0.84 1.39 0.83
Sundaram Infrastructure Advantage Fund - Regular Plan  | 3 Avg. 18.01 0.02 0.02 0.84 0.70 0.83
Sundaram Large and Mid Cap Fund (Erstwhile Sundaram Equity Multiplier)  | 4 Low 13.57 0.36 0.49 0.99 1.25 0.91
Sundaram Large and Mid Cap Fund - Direct Plan (Erstwhile Sundaram Equity Multiplier)  | 4 Low 13.58 0.43 0.59 0.99 2.16 0.91
Sundaram Low Duration Fund - Direct Plan (Erstwhile Sundaram Ultra Short Term Retail)  | 4 Below Avg. 3.33 -0.10 -0.04 2.03 3.38 0.02
Sundaram Low Duration Fund - Regular Plan (Erstwhile Sundaram Ultra Short Term Retail)  | 3 Below Avg. 3.32 -0.29 -0.13 2.05 2.78 0.02
Sundaram Medium Term Bond Fund - Direct Plan (Erstwhile Sundaram Bond Saver)  | 3 Above Avg. 2.99 0.54 0.81 1.09 0.67 0.80
Sundaram Medium Term Bond Fund - Regular Plan (Erstwhile Sundaram Bond Saver)  | 3 Above Avg. 3.00 0.23 0.35 1.09 -0.25 0.81
Sundaram Mid Cap Fund - Direct Plan (Erstwhile Sundaram Select Midcap Reg)  | 3 Above Avg. 16.11 -0.09 -0.13 0.88 -1.95 0.94
Sundaram Mid Cap Fund - Regular Plan (Erstwhile Sundaram Select Midcap Reg)  | 3 Above Avg. 16.10 -0.13 -0.20 0.88 -2.63 0.94
Sundaram Money Fund - Direct Plan  | 3 - 0.15 6.28 13.43 0.24 1.37 0.18
Sundaram Money Fund - Regular Plan  | 3 - 0.15 5.63 12.22 0.25 1.29 0.18
Sundaram Money Market Fund - Direct Plan 0 - - - - - - -
Sundaram Money Market Fund - Regular Plan 0 - - - - - - -
Sundaram Overnight Fund - Direct Plan 0 - - - - - - -
Sundaram Overnight Fund - Regular Plan 0 - - - - - - -
Sundaram Rural and Consumption Fund - Direct Plan (Erstwhile Sundaram Rural India Reg) 0 - 15.25 0.06 0.09 0.95 -4.51 0.63
Sundaram Rural and Consumption Fund - Regular Plan (Erstwhile Sundaram Rural India Reg) 0 - 15.25 0.01 0.01 0.95 -5.30 0.63
Sundaram Select Focus Fund - Direct Plan  | 4 Below Avg. 12.33 0.50 0.83 0.92 0.92 0.92
Sundaram Select Focus Fund - Regular Plan  | 4 Below Avg. 12.33 0.42 0.69 0.92 -0.10 0.91
Sundaram Services Fund - Direct Plan 0 - - - - - - -
Sundaram Services Fund - Regular Plan 0 - - - - - - -
Sundaram Short Term Credit Risk Fund (Erstwhile Sundaram Income Plus) 0 - 4.24 -0.39 -0.15 2.10 2.21 0.02
Sundaram Short Term Credit Risk Fund Direct (Erstwhile Sundaram Income Plus) 0 - 4.27 -0.11 -0.05 2.14 3.44 0.02
Sundaram Short Term Debt Fund (Erstwhile Sundaram Select Debt Short-term Asset Plan)  | 3 Avg. 4.89 -0.37 -0.24 4.49 6.38 0.05
Sundaram Short Term Debt Fund - Direct Plan (Erstwhile Sundaram Select Debt Short-term Asset Plan)  | 2 Above Avg. 4.91 -0.18 -0.11 4.43 7.21 0.05
Sundaram Small Cap Fund - Direct Plan (Erstwhile Sundaram S.M.I.L.E. Reg)  | 2 High 21.92 -0.27 -0.39 1.03 -2.87 0.94
Sundaram Small Cap Fund - Regular Plan (Erstwhile Sundaram S.M.I.L.E. Reg)  | 2 High 21.91 -0.30 -0.44 1.03 -3.57 0.94
Sundaram Smart NIFTY 100 Equal Weight Fund - Direct Plan 0 - - - - - - -
Sundaram Smart NIFTY 100 Equal Weight Fund - Regular Plan 0 - - - - - - -
Sundaram Ultra Short Term Fund - Direct Plan 0 - - - - - - -
Sundaram Ultra Short Term Fund - Regular Plan 0 - - - - - - -
The Risk Measures have been calculated using calendar month returns for the last three years.