FundLens
54
Small CapHold

Sundaram Small Cap

Sundaram · Direct–Growth · rank #14 / 36 Smart Score ke hisaab se

Data updated

Sundaram Small Cap ka score 54/100 hai — 36 mein #14 Small Cap fund (Hold). Mazbooti: 3 saal ka return (category mein 69th percentile) aur Sharpe ratio (category mein 72th percentile). Kamzori: utaar-chadhaav (category mein 32th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
7.6%
+8.5% index ke muqable
3 saal
18.1%
+1.2% index ke muqable
5 saal
17.2%
+2.7% index ke muqable
Launch se
17.7%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2015
1.6%
2016
10.1%
2017
39.2%
2018
-7.8%

Risk metrics

Sharpe ratio
0.78
↑ jitna zyada, utna accha
Sortino ratio
0.61
↑ jitna zyada, utna accha
Std deviation
19.69
↓ jitna kam, utna accha
Alpha
1.96
↑ jitna zyada, utna accha
Beta
0.84
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.