60
Banking & FinancialHold
Sundaram FIn Services Opp
Sundaram · Direct–Growth · rank #8 / 31 Smart Score ke hisaab se
Data updated
Sundaram FIn Services Opp ka score 60/100 hai — 31 mein #8 Banking & Financial fund (Hold). Mazbooti: 5 saal ka return (category mein 88th percentile) aur expense ratio (category mein 87th percentile). Kamzori: utaar-chadhaav (category mein 10th percentile).
Trailing returns
index ke muqable: Nifty Bank (index-fund proxy)1 saal
-1.5%
+3.5% index ke muqable
3 saal
10.9%
+2.4% index ke muqable
5 saal
11.7%
+4.6% index ke muqable
Launch se
13.1%
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
-5.5%
Risk metrics
Sharpe ratio
0.40
↑ jitna zyada, utna accha
Sortino ratio
0.41
↑ jitna zyada, utna accha
Std deviation
17.07
↓ jitna kam, utna accha
Alpha
2.07
↑ 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.