The Drivers Module shows relationships between Sundaram Income's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Sundaram Income Plus Dir Gr over time as well as its relative position and ranking within its peers. Check also Trending Equities.
Sundaram Income Plus One Year Return vs. Minimum Initial Investment Fundamental Analysis
Sundaram Income Plus Dir Gr is rated below average in minimum initial investment among similar funds. It is second largest fund in one year return among similar funds . The ratio of Minimum Initial Investment to One Year Return for Sundaram Income Plus Dir Gr is about 586.17 Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Sundaram Income Plus One Year Return Comparison
Sundaram Income is currently under evaluation in one year return among similar funds.