Sundaram Emerging Small Cap-Sr-II-Reg(G)

10.94 0.14 (1.32%) NAV as on 01-Mar-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return23.9343.8328.87NANA3.16
Category Avg19.8440.5044.476.81NA19.18
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX11.6328.1530.1713.5515.96-
SML25023.0444.9145.551.70NA-
NIFTY12.6128.6931.7812.1715.37-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202019.2113.9726.59-32.13
2019-3.38-6.372.294.73
2018NA-11.983.98NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.749923026.18
2019-3.07210241-9.55
2018-14.53215270-24.4

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)81.5108-Jan-9797.2617.4512.889.51
Axis Small Cap Fund-Reg(G)42.5529-Nov-1824.4514.7918.5922.08
Kotak Small Cap Fund(G)116.5125-Feb-0553.8213.5519.8716.56
L&T Emerging Opp Fund-I-Reg(D)13.6320-Feb-1839.0210.72-10.77
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]32.9026
Semi Standard Deviation [%]1.4405
Beta [%]0.6675
Sharp Ratio [%]0.3059
R-Square [%]0.7969
Expense Ratio [%]1.3200
AVG Ratio [%]0.1256
Other Ratios
Jenson Ratio [%]0.0296
Treynor Ratio [%]0.1590
Turnover Ratio [%]44.0000
FAMA Ratio [%]0.0335
SORTINO Ratio [%]0.0796

Return Calculator

MARKET STATS As on 02/03/2021 As on 02/03/2021

14919.10 (1.07) 50296.89 (0.90)

TOP GAINERS

Company Price Change Gain (%)
Wanbury108.5068.50171.25
Vardhman Holdings1976.40329.4020.00

TOP LOSERS

Company Price Change Loss (%)
JIK Industries0.25-0.05-16.67
Consolidated Constn.0.40-0.05-11.11

Portfolio Comparison

MUTUAL FUND ACTIVITY