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

15.64 0.41 (2.70%) NAV as on 26-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return11.0045.13105.4623.82NA10.69
Category Avg7.4236.0288.9028.33NA24.53
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX16.0826.7952.8222.5317.12-
SMLCAP7.2934.2589.6527.9016.20-
NIFTY15.4426.1255.2422.1216.22-

* 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
202122.4316.13NA13.64
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
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 (%)
Quant Small Cap Fund(G)133.4508-Jan-97118.2738.8122.711.42
Kotak Small Cap Fund(G)163.2725-Feb-05101.9836.420.2118.23
Axis Small Cap Fund-Reg(G)59.1329-Nov-1875.133.8120.8625.18
ICICI Pru Smallcap Fund(G)51.0119-Oct-0794.3232.8317.5112.31
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.4030
Semi Standard Deviation [%]0.5692
Beta [%]0.6145
Sharp Ratio [%]1.4248
R-Square [%]0.5908
Expense Ratio [%]1.3400
AVG Ratio [%]0.1687
Other Ratios
Jenson Ratio [%]0.1850
Treynor Ratio [%]0.4588
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1792
SORTINO Ratio [%]0.2771

Return Calculator

MARKET STATS As on 27/10/2021 As on 27/10/2021

18210.95 (-0.31) 61143.33 (-0.34)

TOP GAINERS

Company Price Change Gain (%)
Mangalam Global Ent88.8514.8019.99
KDDL552.4082.3017.51

TOP LOSERS

Company Price Change Loss (%)
IRB Infra.&Developer263.15-29.20-9.99
Accelya Solutions1241.55-125.70-9.19

Portfolio Comparison

MUTUAL FUND ACTIVITY