Sundaram LT Micro Cap Tax Adv Fund-Sr III-(D)-Direct Plan

11.24 0.13 (1.14%) NAV as on 24-Feb-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return22.3633.1121.61-3.81NA4.50
Category Avg15.5428.6920.899.13NA15.43
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX12.8729.4420.8413.3716.27-
NIFTY13.7829.3421.7411.9215.65-
NIFTYSMALL26.1540.6429.17-1.5612.31-

* 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
202021.9613.8525.06-31.26
2019-6.90-9.22-1.125.20
2018-7.69-12.942.31-13.40
20177.930.4919.7512.60

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202019.37206821.47
2019-12.097172-9.53
2018-28.797475-29.08
201746.25106857.3
20161.8448622.26

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
SBI Tax Advantage Fund-III-Reg(G)42.7228-Mar-1439.0821.624.8923.19
SBI Tax advantage Fund-II(G)59.5209-Apr-1234.2318.6725.1122.02
Quant Tax Plan(G)151.0431-Mar-0055.1917.8622.4313.84
Mirae Asset Tax Saver Fund-Reg(G)25.6228-Dec-1530.8415.5323.0719.63
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]32.6428
Semi Standard Deviation [%]1.4379
Beta [%]0.6586
Sharp Ratio [%]0.2352
R-Square [%]0.7904
Expense Ratio [%]1.2000
AVG Ratio [%]0.0953
Other Ratios
Jenson Ratio [%]0.0267
Treynor Ratio [%]0.1248
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0297
SORTINO Ratio [%]0.0587

Return Calculator

MARKET STATS As on 24/02/2021 As on 24/02/2021

14820.45 (0.77) 50781.69 (2.07)

TOP GAINERS

Company Price Change Gain (%)
IIFL Securities56.409.4020.00
Manali Petro56.459.4019.98

TOP LOSERS

Company Price Change Loss (%)
Zuari Agro Chemicals98.85-9.80-9.02
Asian Granito India201.85-19.10-8.64

Portfolio Comparison

MUTUAL FUND ACTIVITY