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

15.43 -0.67 (-4.17%) NAV as on 24-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.5312.6262.5024.29NA11.82
Category Avg0.777.7654.1327.63NA22.17
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX-5.488.5217.6216.6816.00-
SMLCAP1.078.3755.4626.2717.24-
NIFTY-5.338.1519.3216.4915.14-

* 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
202120.5613.747.7612.90
202017.1014.4626.69-30.57
2019-3.42-6.521.194.95
2018-6.91-12.773.91NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202166.821621662.77
202017.98723232.11
2019-4.11214243-6.85
2018-16.74231272-23.53
2017NA26522259.64

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
BOI AXA Small Cap Fund-Reg(G)26.3619-Dec-1861.1238.37-36.69
Quant Small Cap Fund(G)131.5508-Jan-9779.7637.2521.911.24
Kotak Small Cap Fund(G)163.1125-Feb-0558.8834.0421.3517.93
Axis Small Cap Fund-Reg(G)60.6329-Nov-1852.1832.0522.3624.72
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.4107
Semi Standard Deviation [%]0.5979
Beta [%]0.6501
Sharp Ratio [%]1.0224
R-Square [%]0.6391
Expense Ratio [%]1.3800
AVG Ratio [%]0.0717
Other Ratios
Jenson Ratio [%]0.1645
Treynor Ratio [%]0.3138
Turnover Ratio [%]40.0000
FAMA Ratio [%]0.1639
SORTINO Ratio [%]0.1015

Return Calculator

MARKET STATS As on 25/01/2022 As on 25/01/2022

17089.60 (-0.35) 57304.87 (-0.32)

TOP GAINERS

Company Price Change Gain (%)
Salona Cotspin327.0054.5020.00
Bhartiya Internatl.320.6049.7018.35

TOP LOSERS

Company Price Change Loss (%)
Lux Industries2813.70-703.40-20.00
13.85-3.45-19.94

Portfolio Comparison

MUTUAL FUND ACTIVITY