Sundaram Select Micro Cap-Series XVI(G)-Direct Plan

15.37 -0.20 (-1.31%) NAV as on 25-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.7845.32105.9125.57NA10.89
Category Avg5.5334.3883.2127.36NA23.80
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX15.0827.3449.8521.8616.76-
SMLCAP5.3432.5283.9226.9615.54-
NIFTY14.3126.3951.9321.4215.84-

* 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
202124.1516.77NA14.21
202019.4221.1826.33-32.33
2019-7.81-7.970.903.90
2018-6.56-11.150.46-13.47
2017NANA15.58NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202023.715323132.11
2019-11.06239242-6.85
2018-27.84270271-23.53
201716.2622726059.64

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)129.5808-Jan-97110.9237.3421.9911.29
Kotak Small Cap Fund(G)160.2225-Feb-0596.7735.5819.5618.1
Axis Small Cap Fund-Reg(G)58.1229-Nov-1869.9933.0620.3124.92
ICICI Pru Smallcap Fund(G)49.9719-Oct-0789.2131.916.8612.15
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.2444
Semi Standard Deviation [%]0.5701
Beta [%]0.6023
Sharp Ratio [%]1.4626
R-Square [%]0.5848
Expense Ratio [%]0.7600
AVG Ratio [%]0.1668
Other Ratios
Jenson Ratio [%]0.1931
Treynor Ratio [%]0.4764
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1857
SORTINO Ratio [%]0.2734

Return Calculator

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

18246.75 (0.67) 61257.60 (0.48)

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
Antarctica0.65-0.05-7.14

Portfolio Comparison

MUTUAL FUND ACTIVITY