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

15.05 -0.21 (-1.40%) NAV as on 25-Oct-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.9652.09113.4024.71NA10.55
Category Avg10.5626.8856.2021.75NA16.88
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX15.0827.3449.8521.8616.76-
NIFTY14.3126.3951.9321.4215.84-
NIFTYSMALL2.9729.8878.7822.8210.53-

* 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
202131.4017.05NA13.15
202023.4615.5924.31-34.38
2019-7.36-8.34-0.643.76
2018-5.73-11.562.16-11.70
2017NANA12.49NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.41376821.47
2019-12.457272-9.53
2018-24.797375-29.08
201712.49646857.3

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)58.9528-Mar-1474.9240.4325.3226.36
SBI Tax advantage Fund-II(G)84.5609-Apr-1278.2438.8123.9824.96
Quant Tax Plan(G)218.3131-Mar-0087.9637.4623.2615.36
BOI AXA Tax Advantage Fund-Reg(G)100.6727-Feb-0960.6131.1619.1619.99
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.1175
Semi Standard Deviation [%]0.5701
Beta [%]0.6081
Sharp Ratio [%]1.4736
R-Square [%]0.5648
Expense Ratio [%]1.2300
AVG Ratio [%]0.1668
Other Ratios
Jenson Ratio [%]0.2072
Treynor Ratio [%]0.4965
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1963
SORTINO Ratio [%]0.2734

Return Calculator

MARKET STATS As on 26/10/2021 As on 26/10/2021

18262.70 (0.76) 61382.98 (0.68)

TOP GAINERS

Company Price Change Gain (%)
Williamson Magor &Co24.004.0020.00
Pritish Nandy Comm45.107.5019.95

TOP LOSERS

Company Price Change Loss (%)
Godawari Power & Isp361.05-951.95-72.50
Vardhman Acrylics74.85-5.40-6.73

Portfolio Comparison

MUTUAL FUND ACTIVITY