BSE - Delayed Quote INR

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI (0P0001B53M.BO)

26.05 -0.04 (-0.16%)
At close: January 10 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -1.64%
5y Average Return 28.48%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Jan 9, 2025) 49.73%
Worst 1Y Total Return (Jan 9, 2025) --
Best 3Y Total Return 49.73%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001B53M.BO
Category
YTD
14.32%
0.00%
1-Month
-0.90%
0.00%
3-Month
-2.05%
0.00%
1-Year
20.31%
0.00%
3-Year
22.55%
0.00%
5-Year
30.05%
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
0P0001B53M.BO
Category
2024
--
--
2023
49.73%
--
2022
3.69%
--
2021
80.17%
--
2020
16.08%
--
2019
-13.06%
--
2018
-26.34%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.89% 17.54% 5.32% --
2023 -0.69% 18.47% 11.93% 13.69%
2022 0.06% -10.06% 17.50% -1.94%
2021 13.08% 31.34% 16.99% 3.70%
2020 -34.43% 23.38% 15.51% 24.23%
2019 3.27% -7.43% -8.40% -0.71%
2018 -12.19% -6.20% -12.00% 1.64%
2017 11.83% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 20.31%
3-Year 22.55%
5-Year 30.05%
10-Year --

Performance & Risk

YTD Return -1.64%
5y Average Return 28.48%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets --
YTD Return 14.32%
Yield 0.00%
Morningstar Rating --
Inception Date Sep 28, 2017

Fund Summary

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