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

15.37 0.37 (2.47%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.6144.89104.6924.83NA10.24
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
202123.9716.60NA14.05
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
202022.995323132.11
2019-11.6239242-6.85
2018-28.21270271-23.53
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)133.4508-Jan-97110.9237.3421.9911.29
Kotak Small Cap Fund(G)163.2725-Feb-0596.7735.5819.5618.1
Axis Small Cap Fund-Reg(G)59.1329-Nov-1869.9933.0620.3124.92
ICICI Pru Smallcap Fund(G)51.0119-Oct-0789.2131.916.8612.15
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.2444
Semi Standard Deviation [%]0.5701
Beta [%]0.6022
Sharp Ratio [%]1.4501
R-Square [%]0.5847
Expense Ratio [%]1.3500
AVG Ratio [%]0.1668
Other Ratios
Jenson Ratio [%]0.1907
Treynor Ratio [%]0.4725
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1832
SORTINO Ratio [%]0.2734

Return Calculator

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

18268.40 (0.79) 61350.26 (0.63)

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
JIK Industries0.45-0.05-10.00

Portfolio Comparison

MUTUAL FUND ACTIVITY