BSE - Delayed Quote INR

Sundaram LT Mic cap Tax Ad Sr III Dir Gr (0P000199K2.BO)

33.48 +0.25 (+0.74%)
At close: July 26 at 1:30 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 12.09%
5y Average Return 29.14%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Jul 25, 2024) 49.39%
Worst 1Y Total Return (Jul 25, 2024) --
Best 3Y Total Return 49.39%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000199K2.BO
Category
YTD
13.76%
0.00%
1-Month
9.23%
0.00%
3-Month
18.95%
0.00%
1-Year
43.75%
0.00%
3-Year
29.14%
0.00%
5-Year
26.75%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000199K2.BO
Category
2024
--
--
2023
49.39%
--
2022
4.73%
--
2021
71.52%
--
2020
19.37%
--
2019
-12.09%
--
2018
-28.79%
--
2017
46.25%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -4.36% 18.95% -- --
2023 -0.99% 19.41% 10.99% 13.84%
2022 -0.03% -9.85% 17.92% -1.45%
2021 11.39% 27.26% 16.01% 4.30%
2020 -31.26% 21.97% 13.85% 25.06%
2019 5.20% -6.90% -9.22% -1.12%
2018 -13.40% -7.69% -12.94% 2.31%
2017 12.60% 7.93% 0.49% 19.75%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 43.75%
3-Year 29.14%
5-Year 26.75%
10-Year --

Performance & Risk

YTD Return 12.09%
5y Average Return 29.14%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets --
YTD Return 13.76%
Yield 0.00%
Morningstar Rating --
Inception Date Nov 18, 2016

Fund Summary

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