OTC Markets OTCPK - Delayed Quote USD
Sundaram India Midcap Institutional Acc (0P0001NGQD)
1.4410
+0.0120
+(0.84%)
As of May 26 at 4:00:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -7.82% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 27, 2025) | 36.06% |
| Worst 1Y Total Return (May 27, 2025) | -- |
| Best 3Y Total Return | 36.06% |
| Worst 3Y Total Return | 16.08% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001NGQD
Category
- YTD
- -10.70%
- 0.00%
- 1-Month
- 1.75%
- 0.00%
- 3-Month
- -1.83%
- 0.00%
- 1-Year
- 1.83%
- 0.00%
- 3-Year
- 13.68%
- 0.00%
- 5-Year
- 0.00%
- 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
0P0001NGQD
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -12.24% | -- | -- | -- |
| 2024 | 3.40% | 15.91% | 10.30% | -6.58% |
| 2023 | -4.09% | 15.38% | 8.75% | 13.06% |
| 2022 | -4.31% | -12.88% | 13.58% | -1.69% |
| 2021 | 0.50% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 97 |
| 1-Month | 97 |
| 3-Month | 99 |
| 1-Year | 79 |
| 3-Year | 8 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -3.27% |
| 3-Year | 11.75% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -7.82% |
| 5y Average Return | 0.00% |
| 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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