OTC Markets OTCPK - Delayed Quote USD

Sundaram India Midcap Emerald (0P000162E3)

1.8940
+0.0130
+(0.69%)
At close: May 14 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.85%
5y Average Return 22.68%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 43.85%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 43.85%
Worst 3Y Total Return -7.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000162E3
Category
YTD
-10.99%
0.00%
1-Month
1.63%
0.00%
3-Month
-2.09%
0.00%
1-Year
0.81%
0.00%
3-Year
12.51%
0.00%
5-Year
21.12%
0.00%
10-Year
8.88%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000162E3
Category
2025
--
--
2024
22.29%
--
2023
34.64%
--
2022
-7.87%
--
2021
32.92%
--
2020
8.99%
--
2019
-4.27%
--
2018
-23.38%
--

2017
43.85%
--
2016
8.18%
--
2015
10.88%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.42% -- -- --
2024 3.20% 15.57% 10.05% -6.83%
2023 -4.31% 15.07% 8.47% 12.73%
2022 -4.55% -13.16% 13.33% -1.92%
2021 11.23% 8.02% 10.38% 0.22%
2020 -31.98% 17.27% 15.00% 18.81%
2019 1.72% -1.61% -6.99% 2.84%
2018 -10.36% -7.88% -12.99% 6.65%
2017 18.08% 4.78% 1.44% 14.61%
2016 -5.28% 9.61% 11.33% -6.40%

2015 11.18% -0.34% -2.43% 2.57%
2014 8.51% -- -- --

Rank in Category (By Total Return)

YTD 99
1-Month 98
3-Month 99
1-Year 82
3-Year 13
5-Year 11

Load Adjusted Returns

1-Year -8.06%
3-Year 9.11%
5-Year 18.91%
10-Year 7.88%

Performance & Risk

YTD Return -9.85%
5y Average Return 22.68%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sundaram Asset Management Singapore Pte. Ltd.
Net Assets 55.01M
YTD Return -10.99%
Yield 0.00%
Morningstar Rating
Inception Date Jul 07, 2014

Fund Summary

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