Sundaram Financial (India) Fund

0P0000GB4J -  India Fund  

INR 23.63  0.57  2.47%

Sundaram Financial is trading at 23.63 as of the 25th of September 2021, a 2.47 percent increase since the beginning of the trading day. The fund's lowest day price was 23.63. Sundaram Financial has about a 43 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Sundaram Financial Services are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of August 2021 and ending today, the 25th of September 2021. Click here to learn more.
 Market Performance
1 of 100
  Odds Of Distress
Less than 43

Sundaram Financial Fund Profile

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector. Sundaram Financial is traded on Bombay Stock Exchange in India. more on Sundaram Financial
The fund holds about 5.69% of its total net assets in cash
Legal NameSundaram Financial Services
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Sundaram Financial's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year0.88
Startdate30th of December 2017
Sundaram Financial Services [0P0000GB4J] is traded in India and was established 25th of September 2021. The fund is listed under Sector - Financial Services category and is part of Sundaram Asset Management Company Ltd family. Sundaram Financial presently has accumulated in total net assets with minimum initial investment of 100.
Check Sundaram Financial Probability Of Bankruptcy

Instrument Allocation

Sundaram Financial Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Sundaram Financial market risk premium is the additional return an investor will receive from holding Sundaram Financial long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Sundaram Financial. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Sundaram Financial's alpha and beta are two of the key measurements used to evaluate Sundaram Financial's performance over the market, the standard measures of volatility play an important role as well.

Sundaram Financial Against Markets

Picking the right benchmark for Sundaram Financial fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Sundaram Financial fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Sundaram Financial is critical whether you are bullish or bearish towards Sundaram Financial Services at a given time.

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Our tools can tell you how much better you can do entering a position in Sundaram Financial without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please continue to Trending Equities. Note that the Sundaram Financial information on this page should be used as a complementary analysis to other Sundaram Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Other Tools for Sundaram Fund

When running Sundaram Financial price analysis, check to measure Sundaram Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sundaram Financial is operating at the current time. Most of Sundaram Financial's value examination focuses on studying past and present price action to predict the probability of Sundaram Financial's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sundaram Financial's price. Additionally, you may evaluate how the addition of Sundaram Financial to your portfolios can decrease your overall portfolio volatility.
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