OTC Markets OTCPK - Delayed Quote USD
Sundaram India Midcap Institutional (0P000162E4)
2.1380
+0.0140
+(0.66%)
At close: May 14 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -9.56% |
| 5y Average Return | 23.92% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 14, 2025) | 45.35% |
| Worst 1Y Total Return (May 14, 2025) | -- |
| Best 3Y Total Return | 45.35% |
| Worst 3Y Total Return | -6.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000162E4
Category
- YTD
- -10.70%
- 0.00%
- 1-Month
- 1.73%
- 0.00%
- 3-Month
- -1.81%
- 0.00%
- 1-Year
- 1.88%
- 0.00%
- 3-Year
- 13.68%
- 0.00%
- 5-Year
- 22.37%
- 0.00%
- 10-Year
- 9.98%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000162E4
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -12.23% | -- | -- | -- |
| 2024 | 3.45% | 15.87% | 10.29% | -6.52% |
| 2023 | -4.12% | 15.34% | 8.80% | 12.99% |
| 2022 | -4.30% | -12.99% | 13.66% | -1.68% |
| 2021 | 11.46% | 8.37% | 10.59% | 0.53% |
| 2020 | -31.85% | 17.53% | 15.28% | 19.15% |
| 2019 | 1.97% | -1.35% | -6.77% | 3.15% |
| 2018 | -10.14% | -7.69% | -12.81% | 6.98% |
| 2017 | 18.38% | 5.02% | 1.69% | 14.97% |
| 2016 | -5.02% | 9.90% | 11.61% | -6.17% |
| 2015 | 11.39% | -0.08% | -2.23% | 2.81% |
| 2014 | 8.68% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 97 |
| 1-Month | 97 |
| 3-Month | 98 |
| 1-Year | 78 |
| 3-Year | 8 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | -7.08% |
| 3-Year | 10.24% |
| 5-Year | 20.13% |
| 10-Year | 8.97% |
Performance & Risk
| YTD Return | -9.56% |
| 5y Average Return | 23.92% |
| Rank in Category (ytd) | 97 |
| % 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 | -10.70% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 07, 2014 |
Fund Summary
Fund Summary Information Not Available
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