Sundaram Emerging Small Cap-Sr-IV-(IDCW)-Direct Plan

17.43 0.41 (2.40%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.1642.1999.5227.49NA19.13
Category Avg7.4236.0288.9028.33NA24.53
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX16.0826.7952.8222.5317.12-
SML2505.4333.8186.8024.47NA-
NIFTY15.4426.1255.2422.1216.22-

* 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
202122.8013.02NA12.75
202021.0614.4825.87-32.80
2019-3.17-5.434.134.74
2018NA-7.504.24NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.2310123126.18
2019-0.13197242-9.55
2018-4.2122271-24.4

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)133.4508-Jan-97118.2738.8122.711.42
Kotak Small Cap Fund(G)163.2725-Feb-05101.9836.420.2118.23
Axis Small Cap Fund-Reg(G)59.1329-Nov-1875.133.8120.8625.18
ICICI Pru Smallcap Fund(G)51.0119-Oct-0794.3232.8317.5112.31
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.7324
Semi Standard Deviation [%]0.5692
Beta [%]0.6144
Sharp Ratio [%]1.4155
R-Square [%]0.6119
Expense Ratio [%]0.7500
AVG Ratio [%]0.1687
Other Ratios
Jenson Ratio [%]0.1737
Treynor Ratio [%]0.4404
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1721
SORTINO Ratio [%]0.2771

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY