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

17.91 0.11 (0.59%) NAV as on 14-Oct-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return14.2557.84117.5323.82NA14.52
Category Avg13.8629.4260.9921.42NA17.30
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX15.8826.2950.2820.8517.24-
NIFTY15.6726.4353.1920.5316.40-
NIFTYSMALL13.2941.6597.8924.3913.03-

* 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
202127.2616.02NA11.39
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)60.5628-Mar-1481.3540.9626.4126.93
Quant Tax Plan(G)227.7231-Mar-0098.1638.0524.9215.61
SBI Tax advantage Fund-II(G)85.1609-Apr-1282.2637.8325.0425.14
BOI AXA Tax Advantage Fund-Reg(G)106.8627-Feb-0969.9431.2620.7420.61
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.2513
Semi Standard Deviation [%]0.5867
Beta [%]0.6229
Sharp Ratio [%]1.4847
R-Square [%]0.5814
Expense Ratio [%]1.2600
AVG Ratio [%]0.1685
Other Ratios
Jenson Ratio [%]0.2081
Treynor Ratio [%]0.4915
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.2001
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