Moneycontrol

Budget 2021

Associate Partners:

  • SMC
  • Samsung
  • Volvo

Moneycontrol

Budget 2021

Associate Partners:

  • SMC Samsung Volvo
you are here:

Sundaram Small Cap Fund - Institutional - Growth

  • Regular
  • Direct
Category : Small Cap Fund

Returns (NAV as on 25th January, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 18-Jan-21 9891.40 -1.09% - -0.75% 3/3
1 Month 24-Dec-20 10263.50 2.64% - 3.23% 3/3
3 Month 23-Oct-20 11879.80 18.80% - 21.24% 3/3
6 Month 24-Jul-20 14147.30 41.47% - 40.77% 1/3
YTD 01-Jan-21 9839.10 -1.61% - 0.53% 3/3
1 Year 24-Jan-20 11573.60 15.74% 15.64% 23.11% 3/3
2 Year 25-Jan-19 12587.10 25.87% 12.17% 19.21% 3/3
3 Year 25-Jan-18 8691.10 -13.09% -4.56% 2.18% 3/3
5 Year 25-Jan-16 15063.70 50.64% 8.53% 15.40% 3/3
10 Year 25-Jan-11 30716.00 207.16% 11.87% 15.83% 2/2
Since Inception 15-Apr-08 42434.20 324.34% 11.97% 18.71% 3/3

SIP Returns (NAV as on 25th January, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Jan-20 12000 16298.07 35.82 % 71.89 %
2 Year 25-Jan-19 24000 31337.94 30.57 % 27.88 %
3 Year 25-Jan-18 36000 44255.09 22.93 % 13.84 %
5 Year 25-Jan-16 60000 73586.34 22.64 % 8.09 %
10 Year 25-Jan-11 120000 242065 101.72 % 13.44 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.90% 2.64% 18.80% 41.47% -0.50% 15.64% 12.17% -4.56% 8.53%
Nifty 50 -0.93% 3.56% 19.35% 27.20% 1.84% 16.16% 14.90% 8.75% 13.86%
Benchmark: Nifty Smallcap 100 TRI -1.18% 5.23% 21.34% 46.20% 2.48% 15.57% 9.75% -6.41% 9.32%
Category Average -0.82% 3.23% 21.24% 40.77% 0.53% 23.11% 19.21% 2.18% 15.40%
Category Rank 3/3 3/3 3/3 1/3 3/3 3/3 3/3 3/3 3/3
Best in Category -0.78% 3.57% 22.62% 41.47% 1.08% 27.56% 23.45% 6.18% 19.53%
Worst in Category -0.90% 2.64% 18.80% 40.07% -0.50% 15.64% 12.17% -4.56% 8.53%

Best Quarters

Period This Fund Nifty 50 Nifty Smallcap 100 TRI Category Average
Q2 - 2020 22.77% 24.82% 30.34% 18.82%
Q4 - 2020 22.50% 22.46% 20.93% 21.8%
Q1 - 2017 20.69% 12.16% 18.70% 16.42%

Worst Quarters

Period This Fund Nifty 50 Nifty Smallcap 100 TRI Category Average
Q1 - 2018 -13.01% -2.14% -13.61% -12.4%
Q1 - 2020 -30.59% -29.43% -38.83% -23.6%
Q3 - 2018 -12.64% 3.29% -13.51% -1.72%

Forum

+ See More