Sundaram Small Cap Fund(G)-Direct Plan

108.59 1.06 (0.99%) NAV as on 24-Feb-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return19.2634.6723.860.3512.6214.96
Category Avg21.1435.4832.476.1512.6218.53
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX12.8729.4420.8413.3716.27-
NIFTY13.7829.3421.7411.9215.65-

* 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
202022.3120.7723.66-30.27
2019-3.61-8.922.595.31
2018-9.41-12.643.66-13.00
20179.36-0.6719.5120.69
201614.546.91-6.46-12.59

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202027.3834230NA
2019-5.15220241NA
2018-28.63270270NA
201756.6814260NA
20160.13194234NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)79.2908-Jan-9776.2516.1212.219.36
Axis Small Cap Fund-Reg(G)42.1229-Nov-1818.9314.7118.5321.9
Kotak Small Cap Fund(G)114.3425-Feb-0540.8212.9119.4216.35
L&T Emerging Opp Fund-I-Reg(D)13.5520-Feb-1830.0210.54-10.49
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]33.5827
Semi Standard Deviation [%]1.4379
Beta [%]0.6733
Sharp Ratio [%]0.2530
R-Square [%]0.7854
Expense Ratio [%]1.2900
AVG Ratio [%]0.0953
Other Ratios
Jenson Ratio [%]0.0336
Treynor Ratio [%]0.1343
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0368
SORTINO Ratio [%]0.0587

Return Calculator

MARKET STATS As on 24/02/2021 As on 24/02/2021

14820.45 (0.77) 50781.69 (2.07)

TOP GAINERS

Company Price Change Gain (%)
IIFL Securities56.409.4020.00
Manali Petro56.459.4019.98

TOP LOSERS

Company Price Change Loss (%)
Zuari Agro Chemicals98.85-9.80-9.02
Asian Granito India201.85-19.10-8.64

Portfolio Comparison

MUTUAL FUND ACTIVITY