Sundaram LT Micro Cap Tax Adv Fund-Sr III-Reg(G)

9.06 -0.05 (-0.56%) NAV as on 14-Nov-19
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return3.00-8.62-12.53NANA-3.24
Category Avg4.251.10-6.4211.29NA8.37
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX8.548.1614.1514.367.50-
NIFTY8.376.2111.8912.597.21-
NIFTYSMALL5.10-6.73-9.34-1.391.72-

* 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
2019-6.94-9.25NA4.97
2018-7.78-13.032.21-13.49
20177.610.3919.6312.02

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-29.087475-22.12
201744.78106832.06
20161.648629.39

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Tax Saver Fund-Reg(G)18.5428-Dec-1514.4115.8-17.24
Axis Long Term Equity Fund(G)49.0231-Dec-0919.1815.6512.0117.42
SBI Tax Advantage Fund-III-Reg(G)27.2628-Mar-1422.2714.6512.719.48
JM Tax Gain Fund(G)18.1631-Mar-0817.914.0510.025.27
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.5979
Semi Standard Deviation [%]0.4682
Beta [%]0.8065
Sharp Ratio [%]-0.3237
R-Square [%]0.7121
Expense Ratio [%]1.4300
AVG Ratio [%]0.0622
Other Ratios
Jenson Ratio [%]-0.1012
Treynor Ratio [%]-0.0838
Turnover Ratio [%]16.0000
FAMA Ratio [%]-0.0938
SORTINO Ratio [%]-0.1186

Return Calculator

MARKET STATS As on 14/11/2019 As on 14/11/2019

11872.10 (0.27) 40286.48 (0.42)

TOP GAINERS

Company Price Change Gain (%)
MVL0.100.05100.00
Neulands Global Inds0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Uttam Value Steels0.05-0.05-50.00
Vodafone Idea2.95-0.75-20.27

Portfolio Comparison

MUTUAL FUND ACTIVITY