What are the 1-year returns of Sundaram Equity Savings Fund Direct-Growth?
The 1-year trailing return for Sundaram Equity Savings Fund Direct-Growth is shown in the Trailing Returns section. It is compared against the Hybrid: Equity Savings category average and benchmark for context.
What are the 3-year returns of Sundaram Equity Savings Fund Direct-Growth?
The 3-year CAGR for Sundaram Equity Savings Fund Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.
What are the 5-year returns of Sundaram Equity Savings Fund Direct-Growth?
The 5-year CAGR for Sundaram Equity Savings Fund Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.
What are the returns of Sundaram Equity Savings Fund Direct-Growth since inception?
Sundaram Equity Savings Fund Direct-Growth has delivered a CAGR of 8.91% since its launch. The fund's maximum historical drawdown has been -0.14%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.
How has Sundaram Equity Savings Fund Direct-Growth performed vs its category over the long term?
Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.
What is the Sharpe ratio of Sundaram Equity Savings Fund Direct-Growth?
The Sharpe ratio of Sundaram Equity Savings Fund Direct-Growth is 0.68. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.
What is the alpha of Sundaram Equity Savings Fund Direct-Growth?
The alpha of Sundaram Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.
What is the beta of Sundaram Equity Savings Fund Direct-Growth?
The beta of Sundaram Equity Savings Fund Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.
What are the rolling returns of Sundaram Equity Savings Fund Direct-Growth?
Rolling returns for Sundaram Equity Savings Fund Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.
How consistent are the period-wise returns of Sundaram Equity Savings Fund Direct-Growth?
Period-wise annual returns for Sundaram Equity Savings Fund Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.
