• 1 Year Returns: -12.62%
• 3 Year Returns: 4.21%
• 5 Year Returns: 5.35%

• Private Banks | 19.29%
• IT Services & Consulting | 11.00%
• Telecom Services | 9.06%
• Labs & Life Sciences Services | 7.01%
• Others | 6.72%

• Bharti Airtel Ltd | 6.09%
• HDFC Bank Ltd | 5.61%
• Axis Bank Ltd | 4.97%
• Eternal Ltd | 4.76%
• Reliance Industries Ltd | 4.53%

• Equity | 94.77%
• Cash & Equivalents | 3.11%
• Mutual Funds | 1.11%
• Treasury Bills | 1.00%

The alpha ratio for the Sundaram Services Fund-Reg(IDCW) is 3.26

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Services Fund-Reg(IDCW) is 14.79

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Services Fund-Reg(IDCW) is -0.21

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Services Fund-Reg(IDCW) is -0.02

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.