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

18.70 -0.03 (-0.15%) NAV as on 05-Aug-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return26.2541.11107.01NANA24.06
Category Avg23.4439.29101.3319.51NA25.22
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX12.687.4244.2613.1314.43-
SML25022.9637.09102.1913.84NA-
NIFTY12.169.1546.5412.6913.71-

* 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
202122.30NANA12.56
202021.3814.0025.50-32.56
2019-3.38-4.093.758.09
2018NANA3.14NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202017.129222926.18
20193.93152240-9.55
20183.4110269-24.4

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)126.5608-Jan-97146.9235.3322.211.33
Axis Small Cap Fund-Reg(G)55.3529-Nov-1885.1826.7520.9324.98
Kotak Small Cap Fund(G)150.5425-Feb-05116.8825.9120.2917.93
ICICI Pru Smallcap Fund(G)47.4219-Oct-07109.4222.6717.312
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.8233
Semi Standard Deviation [%]0.6377
Beta [%]0.6082
Sharp Ratio [%]1.4148
R-Square [%]0.6196
Expense Ratio [%]1.3200
AVG Ratio [%]0.1585
Other Ratios
Jenson Ratio [%]0.1962
Treynor Ratio [%]0.4701
Turnover Ratio [%]48.0000
FAMA Ratio [%]0.1944
SORTINO Ratio [%]0.2314

Return Calculator

MARKET STATS As on 05/08/2021 As on 05/08/2021

16294.60 (0.22) 54492.84 (0.23)

TOP GAINERS

Company Price Change Gain (%)
PVP Ventures7.051.1519.49
D.P. Wires299.5035.5513.47

TOP LOSERS

Company Price Change Loss (%)
Dhunseri Tea346.65-174.50-33.48
Nava Bharat Ventures109.15-16.70-13.27

Portfolio Comparison

MUTUAL FUND ACTIVITY