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

16.11 0.43 (2.76%) NAV as on 26-Oct-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.5049.18109.7924.81NA10.93
Category Avg11.8327.0860.0922.42NA17.01
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX16.0826.7952.8222.5317.12-
NIFTY15.4426.1255.2422.1216.22-
NIFTYSMALL5.3331.7385.2624.1211.24-

* 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
202126.6916.67NA12.68
202022.2813.9524.91-31.95
2019-7.13-8.36-0.404.46
2018-7.22-12.461.88-14.07
20175.28-0.2120.26NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202018.44276821.47
2019-11.466972-9.53
2018-28.97575-29.08
201726.65596857.3
2016NA63572.26

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)59.4928-Mar-1478.1240.7725.7226.5
SBI Tax advantage Fund-II(G)85.0509-Apr-1280.938.9824.3825.03
Quant Tax Plan(G)222.0631-Mar-0092.4538.6523.8115.45
BOI AXA Tax Advantage Fund-Reg(G)102.2527-Feb-0965.8331.7919.6820.13
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.7384
Semi Standard Deviation [%]0.5692
Beta [%]0.6405
Sharp Ratio [%]1.3755
R-Square [%]0.5762
Expense Ratio [%]1.3200
AVG Ratio [%]0.1687
Other Ratios
Jenson Ratio [%]0.1897
Treynor Ratio [%]0.4539
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1810
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