10
ELSS (Tax Saver)Avoid
Sundaram Value
Sundaram · Direct–Growth · rank #37 / 38 Smart Score ke hisaab se
Data updated
Sundaram Value ka score 10/100 hai — 38 mein #37 ELSS (Tax Saver) fund (Avoid). Kamzori: 3 saal ka return (category mein 4th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-6.5%
-5.4% index ke muqable
3 saal
7.2%
-4.3% index ke muqable
5 saal
9.7%
-2.0% index ke muqable
Launch se
11.8%
Saal-dar-saal performance
aakhri entry = is saal ab tak2017
35.5%
2018
-3.3%
2019
7.1%
2020
16.0%
2021
3.9%
Risk metrics
Sharpe ratio
0.11
↑ jitna zyada, utna accha
Sortino ratio
0.14
↑ jitna zyada, utna accha
Std deviation
18.68
↓ jitna kam, utna accha
Alpha
-18.76
↑ jitna zyada, utna accha
Beta
0.89
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.