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

7.22 0.26 (3.72%) NAV as on 20-Sep-19
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-7.66-13.92-19.88NANA-15.16
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
SENSEX-7.72-5.92-2.778.025.91-
NIFTY-8.44-7.18-4.716.725.68-
NIFTYSMALL-10.52-17.85-24.23-4.800.66-

* 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
2019-7.43NANA3.27
2018-6.20-12.001.64-12.19
2017NANA11.83NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-26.347375-22.12
201711.83646832.06

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)17.5828-Dec-153.8913.48-16.32
Axis Long Term Equity Fund(G)45.9131-Dec-094.3111.4311.6916.95
SBI Tax Advantage Fund-III-Reg(G)25.3628-Mar-149.0810.721218.49
SBI Tax advantage Fund-II(G)36.8509-Apr-124.2910.511.9419.04
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]21.5619
Semi Standard Deviation [%]0.5239
Beta [%]0.8568
Sharp Ratio [%]-0.5516
R-Square [%]0.6762
Expense Ratio [%]1.4000
AVG Ratio [%]-0.0094
Other Ratios
Jenson Ratio [%]-0.0974
Treynor Ratio [%]-0.1436
Turnover Ratio [%]15.0000
FAMA Ratio [%]-0.0998
SORTINO Ratio [%]-0.1783

Return Calculator

MARKET STATS As on 20/09/2019 As on 20/09/2019

11274.20 (5.32) 38014.62 (5.32)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
IIFL Securities23.10-66.90-74.33
MVL0.05-0.05-50.00

Portfolio Comparison

MUTUAL FUND ACTIVITY