Compare funds
| Sundaram Value Fund - Direct Plan - GROWTH | |
|---|---|
| category | Value Fund |
| benchmark | NIFTY 500 |
| history from | 2013-01-02 |
| rating (overall) | ★☆☆☆☆ |
| 3y / 5y / 10y stars | 1 / 1 / 1 |
| return 1Y | -4.75% |
| return 3Y | 7.64% |
| return 5Y | 7.30% |
| return 10Y | 10.38% |
| vs benchmark 1Y | -4.75% |
| vs benchmark 3Y | -3.72% |
| vs benchmark 5Y | -1.90% |
| 3y volatility | 14.53% |
| 3y worst fall | -15.93% |
| 3y Sharpe | 0.08 |
| 3y Sortino | 0.11 |
| 3y alpha | - |
| 3y beta | - |
| 3y information ratio | - |
| 3y up / down capture | - |
| 3y risk-adj. rank in category | 100th of 21 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.