Sundaram Small Cap Fund(IDCW)-Direct Plan

27.09 -0.35 (-1.29%) NAV as on 25-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return8.1735.4084.0426.4912.1818.30
Category Avg5.5334.3883.2127.3612.1823.80
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-
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
202121.5113.44NA11.89
202022.3120.7723.66-30.27
2019-3.61-8.922.595.31
2018-9.41-12.643.67-13.00
20179.36-0.6719.5120.69
201614.556.89-6.48-12.65

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202027.3833231NA
2019-5.15220242NA
2018-28.63271271NA
201756.6814260NA
20160.02194234NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Small Cap Fund(G)129.5808-Jan-97110.9237.3421.9911.29
Kotak Small Cap Fund(G)160.2225-Feb-0596.7735.5819.5618.1
Axis Small Cap Fund-Reg(G)58.1229-Nov-1869.9933.0620.3124.92
ICICI Pru Smallcap Fund(G)49.9719-Oct-0789.2131.916.8612.15
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.4210
Semi Standard Deviation [%]0.5701
Beta [%]0.6048
Sharp Ratio [%]1.2782
R-Square [%]0.6135
Expense Ratio [%]1.2100
AVG Ratio [%]0.1668
Other Ratios
Jenson Ratio [%]0.1467
Treynor Ratio [%]0.3984
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1438
SORTINO Ratio [%]0.2734

Return Calculator

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

18262.70 (0.76) 61405.06 (0.72)

TOP GAINERS

Company Price Change Gain (%)
Williamson Magor &Co24.004.0020.00
KEI Industries972.30162.0520.00

TOP LOSERS

Company Price Change Loss (%)
Godawari Power & Isp361.05-951.95-72.50
Vardhman Acrylics73.60-6.65-8.29

Portfolio Comparison

MUTUAL FUND ACTIVITY