Australia markets close in 35 minutes

Sundaram Small Cap Dir Gr (0P0000XVNW.BO)

BSE - BSE Delayed price. Currency in INR
Add to watchlist
275.91+4.11 (+1.51%)
As of 01:30AM IST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.73%
5-year average return26.60%
Number of years up7
Number of years down3
Best 1-yr total return (1 July 2024)110.59%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return110.59%
Worst 3-yr total return-4.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XVNW.BOCategory
YTD6.42%0.00%
1-month-0.71%0.00%
3-month3.68%0.00%
1-year43.35%0.00%
3-year25.23%0.00%
5-year23.48%0.00%
10-year18.53%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XVNW.BOCategory
2024
N/AN/A
2023
46.91%N/A
2022
-0.92%N/A
2021
61.97%N/A
2020
27.38%N/A
2019
-5.15%N/A
2018
-28.63%N/A
2017
56.68%N/A
2016
0.13%N/A
2015
8.19%N/A
2014
110.59%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.52%N/AN/AN/A
2023-2.36%18.31%12.49%13.05%
2022-4.26%-10.79%14.77%1.08%
202111.89%21.56%13.44%4.98%
2020-30.27%22.31%20.77%23.66%
20195.31%-3.61%-8.92%2.59%
2018-13.00%-9.41%-12.64%3.66%
201720.69%9.36%-0.67%19.51%
2016-12.59%14.54%6.91%-6.46%
20154.74%-3.94%1.09%6.38%
20146.54%48.11%12.94%18.16%
2013-4.69%-1.45%23.84%N/A

Rank in category (by total return)

YTD72
1-month71
3-month74
1-year42
3-year43
5-year76

Load adjusted returns

1-year42.35%
3-year25.23%
5-year23.48%
10-year18.53%