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

14.91 0.23 (1.58%) NAV as on 20-May-22
Fund Class:Equity - ELSS

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-1.37-6.8126.0520.75NA8.54
Category Avg-6.48-10.737.9212.72NA14.47
Category Best10.297.004.5719.8818.4924.63
Category Worst0.82-6.06-25.916.447.59-16.80
SENSEX-6.06-8.909.6111.3512.26-
NIFTY-5.85-8.449.1211.2011.53-
NIFTYSMALL-11.57-17.221.1012.494.31-

* 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
2022NANANA0.14
202129.3315.743.8013.26
202021.9315.5625.02-32.67
2019-7.48-8.42-0.223.83
2018-5.47-11.281.07-12.24
2017NANA16.71NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202175.9726659.28
202018.6266821.47
2019-12.227072-9.53
2018-25.67275-29.08
201717.2636857.3

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Tax Plan(G)216.9731-Mar-0018.1332.9421.4114.9
SBI Tax Advantage Fund-III-Reg(G)55.9828-Mar-1421.373122.8923.53
SBI LT Advantage Fund-II-Reg(G)24.5701-Apr-1514.6821.3614.0113.38
Sundaram LT Micro Cap Tax Adv Fund-Sr VI-Reg(G)13.9828-Sep-1729.3920.8-7.48
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]23.3654
Semi Standard Deviation [%]0.6546
Beta [%]0.8198
Sharp Ratio [%]0.3679
R-Square [%]0.7018
Expense Ratio [%]1.4100
AVG Ratio [%]0.0376
Other Ratios
Jenson Ratio [%]0.0696
Treynor Ratio [%]0.1115
Turnover Ratio [%]24.0000
FAMA Ratio [%]0.0708
SORTINO Ratio [%]0.0407

Return Calculator

MARKET STATS As on 20/05/2022 As on 20/05/2022

16266.15 (2.89) 54326.39 (2.91)

TOP GAINERS

Company Price Change Gain (%)
Seamec1106.70176.9019.03
Welspun Corp244.9036.0017.23

TOP LOSERS

Company Price Change Loss (%)
Equitas Small Fin.52.55-6.90-11.61
Prudent Corporate561.75-68.25-10.83

Portfolio Comparison

MUTUAL FUND ACTIVITY