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

15.39 0.09 (0.61%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return13.8246.24105.9924.80NA12.70
Category Avg13.5243.7697.7628.76NA26.31
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX15.8826.2950.2820.8517.24-
SMLCAP13.8743.68101.1728.2817.80-
NIFTY15.6726.4353.1920.5316.40-

* 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
202120.5613.74NA12.90
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
202017.98623132.11
2019-4.11213242-6.85
2018-16.74230271-23.53

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)136.6808-Jan-97125.1139.2623.3211.54
Kotak Small Cap Fund(G)168.6825-Feb-05111.3536.2221.1518.5
Axis Small Cap Fund-Reg(G)61.4729-Nov-1883.1635.0621.9425.92
ICICI Pru Smallcap Fund(G)52.6319-Oct-07102.1132.9218.2312.59
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.1211
Semi Standard Deviation [%]0.5867
Beta [%]0.5962
Sharp Ratio [%]1.5378
R-Square [%]0.6219
Expense Ratio [%]1.3800
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]0.1902
Treynor Ratio [%]0.4765
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1887
SORTINO Ratio [%]0.2684

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY