Sundaram Diversified Equity Direct Growth

Scheme code: INF903J01NN3 NAV value: ₹ 223.6471 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 12.64 37.38 26.40 37.65
3 year 11.02 22.01 16.84 19.85
5 year 13.46 20.72 16.26 20.14
7 year 10.73 14.86 12.36 16.11

Rolling return for 1 year

Average return: 26.40
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.63 21.49 29.22 16.23 4.66 22.64 11-2023 11-2024
28.8 30.67 37.38 22.51 5.3 29.84 10-2023 10-2024
27.85 29.99 33.87 24.15 3.52 28.97 09-2023 09-2024
24.52 29.15 31.57 22.24 3.68 26.87 08-2023 08-2024
27.85 27.23 31.98 23.25 3.09 27.58 07-2023 07-2024
22.28 27.96 33.76 16.97 6.27 25.24 06-2023 06-2024
25.75 27.27 31.67 21.55 3.62 26.56 05-2023 05-2024
29.46 29.82 34.06 25.36 3.08 29.68 04-2023 04-2024
31.18 28.66 35.53 24.54 3.99 29.98 03-2023 03-2024
26.67 26.21 30.68 22.33 2.96 26.47 02-2023 02-2024
22.88 23.61 27.67 18.97 3.09 23.28 01-2023 01-2024
19.69 19.48 26.94 12.64 5.06 19.69 12-2022 12-2023

Rolling return for 3 year

Average return: 16.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.49 12.67 15.18 11.02 1.5 13.09 11-2021 11-2024
13.79 14.24 16.26 11.81 1.58 14.03 10-2021 10-2024
15.65 16 17.44 14.23 1.14 15.83 09-2021 09-2024
16.21 16.05 18.36 13.94 1.56 16.14 08-2021 08-2024
18.07 18.17 19.33 16.92 0.85 18.12 07-2021 07-2024
15.51 17.66 19.02 14.19 1.87 16.6 06-2021 06-2024
17.88 17.04 19.7 15.26 1.6 17.47 05-2021 05-2024
18.39 18.04 19.77 16.68 1.1 18.22 04-2021 04-2024
17.67 16.37 18.95 15.11 1.43 17.03 03-2021 03-2024
18.2 16.29 19.44 15.09 1.68 17.26 02-2021 02-2024
19.1 18.11 20.63 16.61 1.46 18.61 01-2021 01-2024
19.64 19.73 22.01 17.41 1.63 19.7 12-2020 12-2023

Rolling return for 5 year

Average return: 16.26
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.86 16.58 16.89 15.55 0.54 16.22 11-2019 11-2024
17.8 17.94 19.33 16.42 1.03 17.87 10-2019 10-2024
19.62 18.67 20.72 17.58 1.16 19.15 09-2019 09-2024
18.79 19.19 20.11 17.89 0.8 19 08-2019 08-2024
18.19 16.91 18.94 16.17 1.08 17.55 07-2019 07-2024
14.42 15.52 16.49 13.46 1.14 14.97 06-2019 06-2024
15.24 14.53 16.3 13.49 1.02 14.89 05-2019 05-2024
14.31 14.74 15.11 13.94 0.44 14.52 04-2019 04-2024
15.21 14.45 15.97 13.7 0.85 14.83 03-2019 03-2024
16.07 15.77 16.8 15.05 0.63 15.92 02-2019 02-2024
15.38 15.16 16.27 14.28 0.71 15.27 01-2019 01-2024
14.84 14.97 16.2 13.62 0.91 14.91 12-2018 12-2023

Rolling return for 7 year

Average return: 12.36
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.3 11.43 12 10.73 0.45 11.37 11-2017 11-2024
12.09 12.49 13.13 11.45 0.61 12.29 10-2017 10-2024
12.86 12.77 13.6 12.03 0.56 12.82 09-2017 09-2024
12.34 12.5 13.22 11.62 0.57 12.42 08-2017 08-2024
12.45 12.36 12.96 11.85 0.39 12.4 07-2017 07-2024
11.21 12.19 12.64 10.76 0.75 11.7 06-2017 06-2024
11.67 11.58 12.4 10.85 0.55 11.62 05-2017 05-2024
11.85 11.63 12.41 11.08 0.48 11.74 04-2017 04-2024
12.33 12.25 12.85 11.73 0.4 12.29 03-2017 03-2024
12.49 12.53 12.99 12.03 0.34 12.51 02-2017 02-2024
13.55 13.05 14.17 12.44 0.64 13.3 01-2017 01-2024
13.9 13.86 14.86 12.91 0.69 13.88 12-2016 12-2023