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Fund Name	NAV Date	NAV	Rupee Change	Percent Change
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)	06/Jun/2023	25.3624	0.0556	0.2197%
Sundaram Financial Services Opportunities Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)	06/Jun/2023	28.273	0.0630	0.2233%
Sundaram Financial Services Opportunities Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)	06/Jun/2023	28.7635	0.0642	0.2237%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	06/Jun/2023	70.5505	0.1547	0.2198%
Sundaram Financial Services Opportunities Fund Direct Plan - Growth	06/Jun/2023	77.3675	0.1726	0.2236%
Sundaram Financial Services Opportunities Fund Institutional Plan - Growth	06/Jun/2023	79.5481	0.1775	0.2236%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Sundaram Financial Services Fund Analysis

Performance Summary of Fund

Bmsmoney Banking and Financial Fund Category Rank: 1

Positive Aspects of Fund

Negative Aspects of Fund

Sundaram Financial Services Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	5.13	4.94	Yes	No	No	6/15	3.66 / 6.97
1M Rolling Return %	3.02	2.53	Yes	Yes	No	2/15	1.71 / 3.51
3M Return %	10.90	10.11	Yes	Yes	No	3/15	8.86 / 11.91
3M Rolling Return %	6.10	4.86	Yes	Yes	No	1/15	3.60 / 6.10
6M Return %	4.86	2.80	Yes	Yes	No	1/15	0.62 / 4.86
6M Rolling Return %	5.29	3.83	Yes	Yes	No	2/15	1.77 / 5.37
1Y Return %	27.27	23.64	Yes	Yes	No	3/15	17.85 / 28.42
1Y Rolling Return %	12.39	10.87	Yes	Yes	No	3/12	7.53 / 17.69
3Y Return %	27.38	25.71	Yes	No	No	4/12	22.39 / 33.68
3Y Rolling Return %	13.13	10.34	Yes	Yes	No	1/12	7.00 / 13.13
5Y Return %	12.05	9.85	Yes	Yes	No	1/11	6.42 / 12.05
Standard Deviation	23.62	23.72	Yes	No	No	8/12	22.12 / 26.05
Semi Deviation	14.33	14.65	Yes	No	No	6/12	13.76 / 15.93
Max Drawdown	-15.58	-16.48	Yes	No	No	4/12	-18.28 / -12.63
VaR 1 Y	-21.98	-23.89	Yes	Yes	No	2/12	-25.75 / -21.96
Average Drawdown	-6.28	-6.77	Yes	No	No	4/12	-8.52 / -5.68
Sharpe Ratio	0.85	0.78	Yes	Yes	No	3/12	0.62 / 1.00
Sterling Ratio	1.12	1.03	Yes	Yes	No	3/12	0.85 / 1.51
Sortino Ratio	0.57	0.51	Yes	Yes	No	3/12	0.39 / 0.63
Jensen Alpha	3.10	1.38	Yes	Yes	No	3/12	-2.37 / 5.61
Treynor Ratio	0.21	0.20	Yes	Yes	No	3/12	0.16 / 0.28
Modigliani Square measure	30.04	28.49	Yes	Yes	No	3/12	23.89 / 35.77
Active Return	0.02	-0.01	Yes	No	No	4/12	-0.05 / 0.03

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Sundaram Financial Services Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Sundaram Financial Services Fund

Top Performing Funds in Banking and Financial Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Nippon India Banking & Financial Services Fund	3	The Nippon India Banking & Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Nippon India Banking & Financial Services Fund performance snapshot section.	27.14%	33.68%	-12.63%	-25.69%	1.00	0.63	0.41
Sundaram Financial Services Fund	1	The Sundaram Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Sundaram Financial Services Fund performance snapshot section.	27.27%	27.38%	-15.58%	-21.98%	0.85	0.57	0.42
Lic Mf Banking And Financial Services Fund	2	The Lic Mf Banking And Financial Services Fund is a Banking and Financial. In the Banking and Financial category there are 16 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Lic Mf Banking And Financial Services Fund performance snapshot section.	27.83%	24.21%	-15.28%	-23.76%	0.76	0.51	0.41

Sundaram Financial Services Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	5.26	5.04	Yes	No	No	6/15	3.76 / 7.04
1M Rolling Return %	3.15	2.65	Yes	Yes	No	2/15	1.88 / 3.64
3M Return %	11.33	10.46	Yes	Yes	No	3/15	9.13 / 12.18
3M Rolling Return %	6.52	5.19	Yes	Yes	No	1/15	3.90 / 6.52
6M Return %	5.76	3.45	Yes	Yes	No	1/15	1.38 / 5.76
6M Rolling Return %	6.21	4.49	Yes	Yes	No	2/15	2.35 / 6.23
1Y Return %	29.32	25.21	Yes	Yes	No	3/15	19.23 / 30.56
1Y Rolling Return %	14.04	12.11	Yes	Yes	No	2/12	8.59 / 18.70
3Y Return %	29.23	27.10	Yes	Yes	No	3/12	23.51 / 34.72
3Y Rolling Return %	14.37	11.51	Yes	Yes	No	1/12	8.09 / 14.37
5Y Return %	13.34	11.03	Yes	Yes	No	1/11	7.55 / 13.34
Standard Deviation	23.62	23.72	Yes	No	No	8/12	22.12 / 26.05
Semi Deviation	14.33	14.65	Yes	No	No	6/12	13.76 / 15.93
Max Drawdown	-15.58	-16.48	Yes	No	No	4/12	-18.28 / -12.63
VaR 1 Y	-21.98	-23.89	Yes	Yes	No	2/12	-25.75 / -21.96
Average Drawdown	-6.28	-6.77	Yes	No	No	4/12	-8.52 / -5.68
Sharpe Ratio	0.85	0.78	Yes	Yes	No	3/12	0.62 / 1.00
Sterling Ratio	1.12	1.03	Yes	Yes	No	3/12	0.85 / 1.51
Sortino Ratio	0.57	0.51	Yes	Yes	No	3/12	0.39 / 0.63
Jensen Alpha	3.10	1.38	Yes	Yes	No	3/12	-2.37 / 5.61
Treynor Ratio	0.21	0.20	Yes	Yes	No	3/12	0.16 / 0.28
Modigliani Square measure	30.04	28.49	Yes	Yes	No	3/12	23.89 / 35.77
Active Return	0.02	-0.01	Yes	No	No	4/12	-0.05 / 0.03

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Sundaram Financial Services Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	5.13%	5.26%
1M Rolling Return %	3.02%	3.15%
3M Return %	10.90%	11.33%
3M Rolling Return %	6.10%	6.52%
6M Return %	4.86%	5.76%
6M Rolling Return %	5.29%	6.21%
1Y Return %	27.27%	29.32%
1Y Rolling Return %	12.39%	14.04%
3Y Return %	27.38%	29.23%
3Y Rolling Return %	13.13%	14.37%
5Y Return %	12.05%	13.34%
Standard Deviation	23.62%	23.62%
Semi Deviation	14.33%	14.33%
Max Drawdown	-15.58%	-15.58%
VaR 1 Y	-21.98%	-21.98%
Average Drawdown	-6.28%	-6.28%
Sharpe Ratio	0.85%	0.85%
Sterling Ratio	1.12%	1.12%
Sortino Ratio	0.57%	0.57%
Jensen Alpha	3.10%	3.10%
Treynor Ratio	0.21%	0.21%
Modigliani Square measure	30.04%	30.04%
Active Return	0.02%	0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Banking and Financial Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Invesco India Financial Services Fund	0.46	1	0.73	2	5.12	7	10.67	4	3.51	5	23.82	9	23.93	8	10.15	5
Taurus Banking & Financial Services Fund	0.42	2	0.20	11	3.95	12	10.26	6	1.66	11	25.72	6	25.07	6	11.59	2
Nippon India Banking & Financial Services Fund	0.38	3	0.60	3	6.97	1	11.18	2	4.84	2	27.14	4	33.68	1	9.90	6
Iti Banking And Financial Services Fund	0.31	4	0.01	13	3.88	13	8.99	14	0.62	15	18.28	14
Tata Banking & Financial Services Fund	0.29	5	0.90	1	6.14	2	10.14	9	4.02	3	28.42	1	23.64	9	10.86	4
Uti Banking And Financial Services Fund	0.27	6	0.21	10	4.76	10	9.30	12	1.62	12	22.62	10	25.92	5	6.42	11
Hdfc Banking & Financial Services Fund	0.25	7	0.29	7	5.35	5	10.18	8	3.96	4	25.95	5
Baroda Bnp Paribas Banking & Financial Services Fund	0.25	8	0.22	9	4.24	11	8.86	15	0.89	14	19.68	13	22.43	11	8.59	10
Aditya Birla Sun Life Banking And Financial Services Fund	0.23	9	0.53	4	5.80	3	11.91	1	3.31	6	23.96	8	28.48	2	9.12	8
Mirae Asset Banking And Financial Services Fund	0.23	10	0.25	8	4.94	8	10.31	5	3.27	7	24.18	7
Sundaram Financial Services Fund	0.22	11	0.36	6	5.13	6	10.90	3	4.86	1	27.27	3	27.38	4	12.05	1
Idbi Banking & Financial Services Fund	0.20	12	-0.20	15	3.66	15	10.10	10	2.29	10	21.15	11	22.39	12
Lic Mf Banking And Financial Services Fund	0.18	13	0.43	5	5.44	4	9.36	11	3.16	8	27.83	2	24.21	7	8.68	9
Icici Prudential Banking & Financial Services Fund	0.15	14	-0.02	14	4.90	9	10.25	7	2.93	9	20.65	12	27.85	3	9.70	7
Sbi Banking & Financial Services Fund	0.13	15	0.09	12	3.77	14	9.28	13	1.09	13	17.85	15	23.55	10	11.27	3

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Invesco India Financial Services Fund	0.48	1	0.76	2	5.25	7	11.06	4	4.24	5	25.56	8	25.58	9	11.66	5
Taurus Banking & Financial Services Fund	0.43	2	0.20	11	3.99	13	10.49	9	2.06	12	26.70	6	26.07	6	12.46	4
Nippon India Banking & Financial Services Fund	0.38	3	0.61	3	7.04	1	11.39	2	5.25	2	28.24	4	34.72	1	10.71	6
Iti Banking And Financial Services Fund	0.32	4	0.04	13	4.07	12	9.57	14	1.67	13	20.89	13
Tata Banking & Financial Services Fund	0.30	5	0.93	1	6.28	2	10.57	7	4.85	3	30.56	1	25.62	8	12.64	2
Uti Banking And Financial Services Fund	0.27	6	0.23	10	4.85	10	9.58	13	2.17	11	24.01	10	27.30	5	7.55	11
Hdfc Banking & Financial Services Fund	0.26	7	0.32	7	5.48	5	10.61	6	4.79	4	27.97	5
Idbi Banking & Financial Services Fund	0.26	8	-0.19	15	3.76	15	10.32	10	2.81	10	22.35	11	23.65	11
Baroda Bnp Paribas Banking & Financial Services Fund	0.25	9	0.24	9	4.33	11	9.13	15	1.38	15	20.84	14	23.51	12	9.48	10
Sundaram Financial Services Fund	0.22	10	0.38	6	5.26	6	11.33	3	5.76	1	29.32	3	29.23	3	13.34	1
Mirae Asset Banking And Financial Services Fund	0.22	11	0.28	8	5.09	8	10.75	5	4.07	6	26.14	7
Aditya Birla Sun Life Banking And Financial Services Fund	0.21	12	0.53	4	5.86	3	12.18	1	3.78	8	25.18	9	29.78	2	10.24	8
Lic Mf Banking And Financial Services Fund	0.18	13	0.44	5	5.53	4	9.80	11	3.85	7	29.42	2	25.74	7	9.95	9
Icici Prudential Banking & Financial Services Fund	0.16	14	0.00	14	4.98	9	10.50	8	3.37	9	21.70	12	28.95	4	10.70	7
Sbi Banking & Financial Services Fund	0.13	15	0.11	12	3.88	14	9.61	12	1.67	14	19.23	15	25.02	10	12.59	3

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Banking And Financial Services Fund	2.53	7	4.62	10	3.05	11	9.65	9	10.35	7
Icici Prudential Banking & Financial Services Fund	2.45	8	4.56	11	3.71	8	10.62	6	10.57	6
Idbi Banking & Financial Services Fund	1.71	15	3.92	14	2.76	13	7.53	12	8.81	10
Invesco India Financial Services Fund	2.67	6	5.06	6	3.57	9	9.91	8	11.55	3
Nippon India Banking Fund	2.79	5	5.20	5	4.65	6	17.69	1	10.31	8
Sbi Banking & Financial Services Fund	1.84	14	3.60	15	1.77	15	8.52	10	12.35	2
Sundaram Financial Services Opportunities Fund	3.02	2	6.10	1	5.29	2	12.39	3	13.13	1
Tata Banking & Financial Services Fund	3.51	1	5.72	3	4.97	4	11.31	5	11.09	5
Uti Banking And Financial Services Fund	2.37	12	4.67	9	3.07	10	10.49	7	7.00	12
Taurus Banking & Financial Services Fund	2.83	4	5.91	2	5.21	3	11.49	4	11.33	4
Lic Mf Banking And Financial Services Fund	2.42	10	4.97	8	4.74	5	12.55	2	8.76	11
Mirae Asset Banking And Financial Services Fund	2.40	11	4.98	7	4.01	7
Hdfc Banking & Financial Services Fund	2.85	3	5.39	4	5.37	1
Iti Banking And Financial Services Fund	2.12	13	4.25	12	2.80	12
Baroda Bnp Paribas Banking & Financial Services Fund	2.44	9	4.00	13	2.47	14	8.28	11	8.85	9

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Banking And Financial Services Fund	2.63	7	4.88	10	3.55	12	10.74	9	11.50	7
Icici Prudential Banking & Financial Services Fund	2.53	9	4.79	11	4.16	9	11.54	7	11.53	6
Idbi Banking & Financial Services Fund	1.88	15	4.21	14	3.34	13	8.59	12	10.07	9
Invesco India Financial Services Fund	2.78	6	5.43	6	4.29	8	11.44	8	13.02	3
Nippon India Banking Fund	2.88	5	5.45	5	5.12	6	18.70	1	11.12	8
Sbi Banking & Financial Services Fund	1.93	14	3.90	15	2.35	15	9.79	10	13.68	2
Sundaram Financial Services Opportunities Fund	3.15	2	6.52	1	6.21	2	14.04	2	14.37	1
Tata Banking & Financial Services Fund	3.64	1	6.15	2	5.84	3	13.19	4	12.85	4
Uti Banking And Financial Services Fund	2.47	12	4.94	9	3.65	11	11.76	6	8.09	12
Taurus Banking & Financial Services Fund	2.92	4	6.12	3	5.61	4	12.34	5	12.19	5
Lic Mf Banking And Financial Services Fund	2.53	8	5.28	8	5.35	5	13.92	3	9.96	10
Mirae Asset Banking And Financial Services Fund	2.52	10	5.39	7	4.82	7
Hdfc Banking & Financial Services Fund	3.00	3	5.79	4	6.23	1
Iti Banking And Financial Services Fund	2.31	13	4.78	12	3.92	10
Baroda Bnp Paribas Banking & Financial Services Fund	2.52	11	4.25	13	2.97	14	9.28	11	9.71	11

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Banking And Financial Services Fund	-24.66	8	-18.05	10	-8.52	12	26.05	12	15.92	11
Icici Prudential Banking & Financial Services Fund	-24.03	7	-15.10	2	-7.02	9	23.92	9	14.74	8
Idbi Banking & Financial Services Fund	-22.44	3	-18.14	11	-6.68	7	23.35	6	14.16	4
Invesco India Financial Services Fund	-23.19	5	-18.28	12	-6.30	5	22.15	2	13.96	2
Nippon India Banking & Financial Services Fund	-25.69	11	-12.63	1	-6.16	3	25.42	11	15.93	12
Sbi Banking & Financial Services Fund	-21.96	1	-16.09	5	-6.41	6	23.04	4	14.28	5
Sundaram Financial Services Fund	-21.98	2	-15.58	4	-6.28	4	23.62	8	14.33	6
Tata Banking & Financial Services Fund	-22.91	4	-18.02	9	-5.76	2	22.12	1	13.76	1
Uti Banking And Financial Services Fund	-25.07	9	-17.03	7	-6.99	8	25.16	10	15.39	10
Taurus Banking & Financial Services Fund	-25.23	10	-17.33	8	-7.21	10	23.21	5	14.54	7
Lic Mf Banking And Financial Services Fund	-23.76	6	-15.28	3	-5.68	1	23.03	3	13.96	3
Baroda Bnp Paribas Banking & Financial Services Fund	-25.75	12	-16.19	6	-8.26	11	23.57	7	14.88	9

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Banking And Financial Services Fund	0.78	5	0.52	5	1.03	5	0.43	1.19	7	1.02	1	0.95	6	0.20	5	27.56	9	0.02	3
Icici Prudential Banking & Financial Services Fund	0.88	2	0.57	2	1.18	2	0.41	4.79	2	0.91	7	0.90	12	0.23	2	30.69	2	0.03	2
Idbi Banking & Financial Services Fund	0.67	11	0.45	11	0.85	12	0.41	-1.49	11	0.93	4	0.98	1	0.17	11	25.29	11	-0.03	10
Invesco India Financial Services Fund	0.77	6	0.49	8	0.90	9	0.38	1.83	4	0.87	11	0.95	7	0.20	7	28.47	5	-0.02	7
Nippon India Banking & Financial Services Fund	1.00	1	0.63	1	1.51	1	0.41	5.61	1	0.92	6	0.92	11	0.28	1	35.77	1	0.03	1
Sbi Banking & Financial Services Fund	0.73	10	0.47	10	0.97	7	0.41	0.76	9	0.90	9	0.94	10	0.19	10	27.10	10	-0.02	8
Sundaram Financial Services Fund	0.85	3	0.57	3	1.12	3	0.42	3.10	3	0.94	3	0.98	2	0.21	3	30.04	3	0.02	4
Tata Banking & Financial Services Fund	0.76	8	0.49	7	0.89	10	0.38	1.33	6	0.87	10	0.96	5	0.19	9	28.00	6	-0.02	9
Uti Banking And Financial Services Fund	0.79	4	0.52	4	1.05	4	0.42	1.18	8	1.00	2	0.97	3	0.20	6	27.91	8	0.01	5
Taurus Banking & Financial Services Fund	0.74	9	0.48	9	0.94	8	0.41	-0.85	10	0.86	12	0.97	4	0.20	4	29.21	4	-0.05	12
Lic Mf Banking And Financial Services Fund	0.76	7	0.51	6	1.03	6	0.41	1.43	5	0.90	8	0.95	9	0.19	8	27.92	7	-0.01	6
Baroda Bnp Paribas Banking & Financial Services Fund	0.62	12	0.39	12	0.87	11	0.42	-2.37	12	0.92	5	0.95	8	0.16	12	23.89	12	-0.04	11

Sundaram Financial Services Fund Additional Return Analysis

Sundaram Financial Services Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	1002.20	1003.57	1051.33	1108.97	1048.56	1272.74	2066.60	1766.53
Direct Plan _{Value of 1000 Rupee}	1002.24	1003.83	1052.60	1113.30	1057.58	1293.17	2158.37	1870.41

Fund Information

Fund Launch Date: 10/May/2008
Fund Category: Banking and Financial Fund
Investment Objective: To seek long-term capital appreciation by investingpredominantly in equity and equity related securities of Indiancompanies engaged in the banking and financial servicessector.
Fund Description: Sectoral/Thematic Financial Services
Fund Benchmark: Nifty Financial Services Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Bmsmoney Highlights

Advantages And Disadvantages Of Money Market Mutual Funds

Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.

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Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

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Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors

The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
It identifies consistent performers with better risk-adjusted returns.
However, the Sortino Ratio neglects the upside potential of investments.

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Table of Contents

Sundaram Financial Services Fund

Fund Nav

Fund Performance Analysis

Sundaram Financial Services Fund Analysis

Performance Summary of Fund

Bmsmoney Banking and Financial Fund Category Rank: 1

Positive Aspects of Fund

Negative Aspects of Fund

Sundaram Financial Services Fund Performance Snapshot (Regular Plan)

Sundaram Financial Services Fund Performance vs Category Average

Top Performing Peers of Sundaram Financial Services Fund

Top Performing Funds in Banking and Financial Fund Category

Sundaram Financial Services Fund Performance Snapshot (Direct Plan)

Sundaram Financial Services Fund Regular vs Direct Plan Performance

Methodology

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Banking and Financial Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Sundaram Financial Services Fund Additional Return Analysis

Sundaram Financial Services Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

Advantages And Disadvantages Of Money Market Mutual Funds

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors