71
Banking & FinancialBuy
Sundaram FIn Services Opp
Sundaram · Direct–Growth · rank #5 / 30 Smart Score ke hisaab se
Data updated
Sundaram FIn Services Opp ka score 71/100 hai — 30 mein #5 Banking & Financial fund (Buy). Mazbooti: 5 saal ka return (category mein 88th percentile) aur 3 saal ka return (category mein 74th percentile). Kamzori: utaar-chadhaav (category mein 19th percentile).
Trailing returns
index ke muqable: Nifty Bank (index-fund proxy)1 saal
2.3%
+2.9% index ke muqable
3 saal
13.8%
+6.1% index ke muqable
5 saal
15.2%
+4.6% index ke muqable
Launch se
13.7%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
17.0%
2022
18.5%
2023
33.1%
2024
8.5%
2025
18.5%
2026
-2.1%
Risk metrics
Sharpe ratio
0.61
↑ jitna zyada, utna accha
Sortino ratio
0.60
↑ jitna zyada, utna accha
Std deviation
16.72
↓ jitna kam, utna accha
Alpha
4.27
↑ jitna zyada, utna accha
Beta
0.99
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.