• 1 Year Returns: 7.20%
• 3 Year Returns: 11.58%
• 5 Year Returns: 14.72%

• Private Banks | 21.13%
• IT Services & Consulting | 12.47%
• Telecom Services | 10.06%
• Labs & Life Sciences Services | 6.68%
• Specialized Finance | 5.37%

• Bharti Airtel Ltd | 7.96%
• HDFC Bank Ltd | 6.94%
• Reliance Industries Ltd | 4.87%
• TREPS | 4.75%
• Axis Bank Ltd | 4.62%

• Equity | 94.35%
• Cash & Equivalents | 4.37%
• Mutual Funds | 1.09%
• Futures & Options | 0.19%

The alpha ratio for the Sundaram Services Fund-Reg(IDCW) is 8.51

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 13.60

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 0.28

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 0.03

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.