FundLens
68
Banking & FinancialBuy

Sundaram FIn Services Opp

Sundaram · Direct–Growth · rank #6 / 31 Smart Score ke hisaab se

Data updated

Sundaram FIn Services Opp ka score 68/100 hai — 31 mein #6 Banking & Financial fund (Buy). Mazbooti: 5 saal ka return (category mein 88th percentile) aur 3 saal ka return (category mein 69th percentile). Kamzori: utaar-chadhaav (category mein 19th percentile).

Trailing returns

index ke muqable: Nifty Bank (index-fund proxy)
1 saal
12.7%
+6.3% index ke muqable
3 saal
14.2%
+4.9% index ke muqable
5 saal
14.3%
+4.4% index ke muqable
Launch se
13.7%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
17.0%
2022
18.5%
2023
33.1%
2024
8.5%
2025
18.5%
2026
0.2%

Risk metrics

Sharpe ratio
0.61
↑ jitna zyada, utna accha
Sortino ratio
0.65
↑ jitna zyada, utna accha
Std deviation
16.59
↓ jitna kam, utna accha
Alpha
2.98
↑ 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.