BSE - Delayed Quote INR

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI (0P0001B53S.BO)

26.40 -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 28.77%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Jan 9, 2025) 50.02%
Worst 1Y Total Return (Jan 9, 2025) --
Best 3Y Total Return 50.02%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001B53S.BO
Category
YTD
14.58%
0.00%
1-Month
-0.88%
0.00%
3-Month
-1.99%
0.00%
1-Year
20.50%
0.00%
3-Year
22.81%
0.00%
5-Year
30.35%
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
0P0001B53S.BO
Category
2024
--
--
2023
50.02%
--
2022
3.91%
--
2021
80.54%
--
2020
16.41%
--
2019
-12.45%
--
2018
-24.79%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.83% 17.61% 5.39% --
2023 -0.59% 18.55% 12.00% 13.66%
2022 0.11% -10.00% 17.55% -1.89%
2021 13.15% 31.40% 17.05% 3.74%
2020 -34.38% 23.46% 15.59% 24.31%
2019 3.76% -7.36% -8.34% -0.64%
2018 -11.70% -5.73% -11.56% 2.16%
2017 12.49% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 20.50%
3-Year 22.81%
5-Year 30.35%
10-Year --

Performance & Risk

YTD Return -1.64%
5y Average Return 28.77%
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 14.58%
Yield 2.78%
Morningstar Rating --
Inception Date Sep 28, 2017

Fund Summary

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