dossiers - funds

summary of quantitative analysis for mutual funds

<strong>Nippon India Small cap Fund-Direct Plan</strong>

Nippon India Small cap Fund-Direct Plan

ISIN INF204K01K15 Overall analysis 3-yr rolling excess returns and tracking error against benchmark have been good overall and the funds’ ...
/ Equities small cap
<strong>PGIM India Small cap Fund Regular Growth</strong>

PGIM India Small cap Fund Regular Growth

ISIN INF663L01W30 Performance analysis The growth of the fund over years was not consistent. The Rolling Return Chart shows a ...
/ Equities small cap
<strong>PGIM India Small cap Fund-Direct Plan </strong>

PGIM India Small cap Fund-Direct Plan 

ISIN INF663L01W06 Overall analysis 1-yr rolling excess returns has not given higher returns compared to benchmark and TE ranges between ...
/ Equities small cap
<strong>Quant Small Cap Fund </strong>

Quant Small Cap Fund 

ISIN INF966L01AA0 Overall analysis 3-yr rolling excess returns have given higher returns against the benchmark and TE ranges above 6% ...
/ Equities small cap
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SBI Small cap Fund Regular Growth 

ISIN INF200K01T28 Performance analysis Portfolio analysis ...
/ Equities small cap
<strong>Sundaram Emerging Small Cap-Series 1-Direct Plan</strong>

Sundaram Emerging Small Cap-Series 1-Direct Plan

ISIN INF903JA1CJ0 Overall analysis 3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% ...
/ Equities small cap
<strong>Sundaram Emerging Small Cap-Series 2 </strong>

Sundaram Emerging Small Cap-Series 2 

ISIN INF903JA1CR3 Overall analysis 3-yr rolling excess returns has given high returns compared to benchmark and TE ranges above 6% ...
/ Equities small cap
<strong>Sundaram Emerging Small Cap-series 3 </strong>

Sundaram Emerging Small Cap-series 3 

ISIN INF903JA1DD1 Overall analysis 3-yr rolling excess returns has given higher returns compared to benchmark and TE ranges between 4-6% ...
/ Equities small cap
<strong>Sundaram Emerging Small Cap-Series 4 </strong>

Sundaram Emerging Small Cap-Series 4 

ISIN INF903JA1DP5 Overall analysis 3-yr rolling excess returns has given higher returns andTe ranges between 4-6% and it has crossed ...
/ Equities small cap
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Sundaram Mid Cap Fund – Direct Plan 

ISIN CODE INF903J01MJ3 Overall analysis 3-yr rolling excess returns is in the range of -7.70-7% and tracking error against benchmarks ...
/ Equities mid cap
<strong>Sundaram Small cap Fund-Direct Plan-Growth (Adjusted NAV)</strong>

Sundaram Small cap Fund-Direct Plan-Growth (Adjusted NAV)

ISIN INF Overall analysis 3-yr rolling excess returns has given high returns against benchmark and TE ranges between 4-6% but ...
/ Equities small cap
<strong>Sundaram Small cap Fund-Direct Plan-Growth </strong>

Sundaram Small cap Fund-Direct Plan-Growth 

ISIN INF903J01NK9 Overall analysis 3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% ...
/ Equities small cap

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