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

16.27 0.06 (0.35%) NAV as on 14-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.7516.7567.1322.89NA11.09
Category Avg3.3817.0462.8929.97NA24.73
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX-0.1415.7223.4719.5317.58-
SMLCAP3.5417.9063.9228.6519.52-
NIFTY-0.4515.1525.0819.3516.79-

* 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
202122.4316.144.0713.64
202020.8418.5025.22-33.11
2019-7.67-7.550.183.73
2018-5.41-10.73-0.51-12.69
2017NA-0.1519.33NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202168.141121562.77
202019.946723132.11
2019-11.31237242-6.85
2018-26.65264271-23.53
201720.6621826059.64

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)28.4319-Dec-1871.1641.38-40.48
Quant Small Cap Fund(G)142.8808-Jan-9790.0339.7223.9311.61
Kotak Small Cap Fund(G)173.6225-Feb-0567.8736.4423.2718.4
Axis Small Cap Fund-Reg(G)63.7629-Nov-1855.8533.8824.0525.59
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]20.0163
Semi Standard Deviation [%]0.5967
Beta [%]0.6510
Sharp Ratio [%]0.9675
R-Square [%]0.6225
Expense Ratio [%]1.3400
AVG Ratio [%]0.0887
Other Ratios
Jenson Ratio [%]0.1486
Treynor Ratio [%]0.3059
Turnover Ratio [%]43.0000
FAMA Ratio [%]0.1467
SORTINO Ratio [%]0.1303

Return Calculator

MARKET STATS As on 14/01/2022 As on 14/01/2022

18255.75 (-0.01) 61223.03 (-0.02)

TOP GAINERS

Company Price Change Gain (%)
Coastal Corporation466.5577.7520.00
Ruby Mills362.8060.4519.99

TOP LOSERS

Company Price Change Loss (%)
Motherson Sumi Sys185.55-49.25-20.98
Jai Balaji Inds58.35-3.30-5.35

Portfolio Comparison

MUTUAL FUND ACTIVITY