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

15.93 -0.26 (-1.61%) NAV as on 21-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return4.2516.4972.3625.02NA11.17
Category Avg4.3014.2460.2929.00NA23.88
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX-2.9313.9219.4317.7917.08-
SMLCAP5.8417.5563.0728.2119.09-
NIFTY-2.7913.5921.2517.6416.29-

* 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
202123.9716.604.6114.05
202019.2421.0026.14-32.42
2019-7.94-8.110.753.73
2018-6.67-11.250.34-13.63
2017NANA15.37NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202172.46621662.77
202022.995423232.11
2019-11.6240243-6.85
2018-28.21271272-23.53
201715.9722826159.64

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)27.5419-Dec-1867.1139.94-38.75
Quant Small Cap Fund(G)138.7108-Jan-9787.3338.7823.2211.47
Kotak Small Cap Fund(G)169.0425-Feb-0563.9335.222.4518.19
Axis Small Cap Fund-Reg(G)62.7829-Nov-1855.432.9123.4425.28
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.0698
Semi Standard Deviation [%]0.5978
Beta [%]0.6471
Sharp Ratio [%]1.0686
R-Square [%]0.6152
Expense Ratio [%]1.3500
AVG Ratio [%]0.0778
Other Ratios
Jenson Ratio [%]0.1767
Treynor Ratio [%]0.3399
Turnover Ratio [%]45.0000
FAMA Ratio [%]0.1743
SORTINO Ratio [%]0.1118

Return Calculator

MARKET STATS As on 21/01/2022 As on 21/01/2022

17617.15 (-0.79) 59037.18 (-0.72)

TOP GAINERS

Company Price Change Gain (%)
Aspinwall & Co193.3032.2019.99
Shradha Infraproject68.4511.2519.67

TOP LOSERS

Company Price Change Loss (%)
Moksh Ornaments34.10-8.50-19.95
21.60-5.35-19.85

Portfolio Comparison

MUTUAL FUND ACTIVITY