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

7.03 0.02 (0.32%) NAV as on 06-Aug-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return17.64-21.38-5.50NANA-14.06
Category Avg24.14-9.547.45-3.51NA7.96
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX20.01-7.942.845.566.09-
SML25028.95-13.83-0.76NANA-
NIFTY20.81-7.732.303.625.45-

* 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
202019.21NANA-32.13
2019-3.38-6.372.294.73
2018NA-11.983.98NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
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 (%)
Axis Small Cap Fund-Reg(G)30.2029-Nov-1810.065.787.7417.96
SBI Small Cap Fund-Reg(G)52.9711-Sep-0911.634.939.9716.5
Quant Small Cap Fund(G)52.6808-Jan-9735.951.34.27.75
Nippon India Small Cap Fund(G)37.5916-Sep-106.69-1.136.9514.32
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]31.8518
Semi Standard Deviation [%]1.4131
Beta [%]0.6870
Sharp Ratio [%]-0.0560
R-Square [%]0.8334
Expense Ratio [%]1.3200
AVG Ratio [%]0.0433
Other Ratios
Jenson Ratio [%]-0.0345
Treynor Ratio [%]-0.0180
Turnover Ratio [%]20.0000
FAMA Ratio [%]-0.0325
SORTINO Ratio [%]0.0229

Return Calculator

MARKET STATS As on 07/08/2020 As on 07/08/2020

11216.90 (0.15) 38040.57 (0.04)

TOP GAINERS

Company Price Change Gain (%)
Crest Ventures80.1513.3519.99
Electrotherm India119.2519.8519.97

TOP LOSERS

Company Price Change Loss (%)
KSS0.25-0.05-16.67
Diligent Media Corpn0.30-0.05-14.29

Portfolio Comparison

MUTUAL FUND ACTIVITY