Sundaram Small Cap Fund(IDCW)

25.17 -0.39 (-1.54%) NAV as on 22-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return9.2236.7385.8224.9311.6517.37
Category Avg7.2136.7787.2427.5911.6524.45
Category Best11.645.77-1.4316.9926.6325.03
Category Worst-4.47-15.52-26.19-0.703.46-17.72
SENSEX15.1126.5049.9621.2316.72-
NIFTY14.4825.7452.2720.9215.82-

* 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
202121.2013.15NA11.61
202022.0220.4623.35-30.42
2019-3.86-9.152.365.08
2018-9.59-12.803.46-13.17
20179.15-0.8619.2920.52
201614.476.81-6.50-12.73

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202026.1633231NA
2019-6.06220242NA
2018-29.17271271NA
201755.5814260NA
2016-0.23194234NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)132.3708-Jan-97117.737.9222.511.39
Kotak Small Cap Fund(G)161.7425-Feb-05100.4435.5419.9618.17
Axis Small Cap Fund-Reg(G)58.7629-Nov-1872.7233.5820.5125.12
ICICI Pru Smallcap Fund(G)50.6919-Oct-0792.9631.7517.0312.27
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.3026
Semi Standard Deviation [%]0.5690
Beta [%]0.6037
Sharp Ratio [%]1.3171
R-Square [%]0.6154
Expense Ratio [%]2.1900
AVG Ratio [%]0.1650
Other Ratios
Jenson Ratio [%]0.1535
Treynor Ratio [%]0.4083
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1507
SORTINO Ratio [%]0.2707

Return Calculator

MARKET STATS As on 22/10/2021 As on 22/10/2021

18114.90 (-0.35) 60821.62 (-0.17)

TOP GAINERS

Company Price Change Gain (%)
IRB Infra.&Developer293.6048.9019.98
Univastu India61.9510.3019.94

TOP LOSERS

Company Price Change Loss (%)
NXTDigital428.45-73.35-14.62
Solar Industries2208.45-294.50-11.77

Portfolio Comparison

MUTUAL FUND ACTIVITY