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

14.91 0.22 (1.52%) NAV as on 08-Dec-21
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return7.2025.5188.1823.63NA9.99
Category Avg1.8612.7036.9819.12NA16.44
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX0.6912.1928.5918.0317.05-
NIFTY0.6710.9930.4417.7716.20-
NIFTYSMALL3.8113.9562.5422.1013.49-

* 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
202131.3416.99NA13.08
202023.3815.5124.23-34.43
2019-7.43-8.40-0.713.27
2018-6.20-12.001.64-12.19
2017NANA11.83NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202016.08376821.47
2019-13.067272-9.53
2018-26.347375-29.08
201711.83646857.3

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)58.3028-Mar-1454.3838.1226.9225.71
Quant Tax Plan(G)223.0731-Mar-0069.3936.3425.415.38
SBI Tax advantage Fund-II(G)82.8409-Apr-1254.9335.9825.8524.35
SBI LT Advantage Fund-II-Reg(G)26.9801-Apr-1551.1929.1619.0515.94
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]21.5733
Semi Standard Deviation [%]0.6050
Beta [%]0.6636
Sharp Ratio [%]1.1299
R-Square [%]0.5897
Expense Ratio [%]1.4100
AVG Ratio [%]0.1065
Other Ratios
Jenson Ratio [%]0.1858
Treynor Ratio [%]0.3755
Turnover Ratio [%]31.0000
FAMA Ratio [%]0.1797
SORTINO Ratio [%]0.1579

Return Calculator

MARKET STATS As on 09/12/2021 As on 09/12/2021

17435.90 (-0.19) 58438.49 (-0.36)

TOP GAINERS

Company Price Change Gain (%)
Shradha Infraproject60.4010.0519.96
Next Mediaworks7.901.3019.70

TOP LOSERS

Company Price Change Loss (%)
NK Industries31.90-2.65-7.67
NXTDigital419.95-30.80-6.83

Portfolio Comparison

MUTUAL FUND ACTIVITY