Sundaram Select Micro Cap-Series XIV-Reg(G)

16.91 -0.10 (-0.57%) NAV as on 18-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-0.5113.9770.0224.22NA11.75
Category Avg1.6614.5465.3229.54NA24.30
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX-1.6414.3325.1018.6417.39-
SMLCAP1.4715.4266.6328.1718.84-
NIFTY-1.9713.7526.8318.4216.56-

* 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
202123.1415.693.5513.73
202021.3218.8325.73-32.71
2019-7.06-7.390.494.34
2018-7.14-11.280.45-13.24
2017NA-0.8221.39NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202167.771321662.77
202021.976223232.11
2019-9.75233243-6.85
2018-28.2270272-23.53
201724.3720926159.64

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
BOI AXA Small Cap Fund-Reg(G)28.0619-Dec-1873.3240.63-39.72
Quant Small Cap Fund(G)141.1608-Jan-9791.3939.3823.6511.56
Kotak Small Cap Fund(G)172.5725-Feb-0570.3435.8722.8818.35
Axis Small Cap Fund-Reg(G)63.4729-Nov-1859.6333.3323.7225.48
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.6495
Semi Standard Deviation [%]0.5958
Beta [%]0.6403
Sharp Ratio [%]0.9947
R-Square [%]0.6231
Expense Ratio [%]1.3400
AVG Ratio [%]0.0895
Other Ratios
Jenson Ratio [%]0.1507
Treynor Ratio [%]0.3139
Turnover Ratio [%]43.0000
FAMA Ratio [%]0.1492
SORTINO Ratio [%]0.1317

Return Calculator

MARKET STATS As on 19/01/2022 As on 19/01/2022

17938.40 (-0.96) 60098.82 (-1.08)

TOP GAINERS

Company Price Change Gain (%)
33.659.6039.92
Precision Wire India122.7520.4519.99

TOP LOSERS

Company Price Change Loss (%)
Hind National Glass28.95-3.20-9.95
Sterlite Technologie249.15-20.10-7.47

Portfolio Comparison

MUTUAL FUND ACTIVITY