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

14.12 -0.09 (-0.66%) NAV as on 04-Aug-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return29.3348.20119.9413.78NA9.18
Category Avg23.4439.29101.3319.51NA25.22
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX12.687.4244.2613.1314.43-
SMLCAP22.6740.21101.6016.8417.23-
NIFTY12.169.1546.5412.6913.71-

* 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
202123.97NANA14.05
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
202022.995322932.11
2019-11.6237240-6.85
2018-28.21268269-23.53
201715.9722726059.64

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)127.7208-Jan-97146.9235.3322.211.33
Axis Small Cap Fund-Reg(G)55.4829-Nov-1885.1826.7520.9324.98
Kotak Small Cap Fund(G)150.8725-Feb-05116.8825.9120.2917.93
ICICI Pru Smallcap Fund(G)47.7919-Oct-07109.4222.6717.312
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.6257
Semi Standard Deviation [%]0.6377
Beta [%]0.6230
Sharp Ratio [%]1.4975
R-Square [%]0.6100
Expense Ratio [%]1.3500
AVG Ratio [%]0.1585
Other Ratios
Jenson Ratio [%]0.2224
Treynor Ratio [%]0.5045
Turnover Ratio [%]51.0000
FAMA Ratio [%]0.2189
SORTINO Ratio [%]0.2314

Return Calculator

MARKET STATS As on 05/08/2021 As on 05/08/2021

16294.60 (0.22) 54492.84 (0.23)

TOP GAINERS

Company Price Change Gain (%)
PVP Ventures7.051.1519.49
D.P. Wires299.5035.5513.47

TOP LOSERS

Company Price Change Loss (%)
Dhunseri Tea346.65-174.50-33.48
Nava Bharat Ventures109.15-16.70-13.27

Portfolio Comparison

MUTUAL FUND ACTIVITY