Sundaram Financial Services Opportunities Fund Direct Growth

Scheme code: INF903J01NB8 NAV value: ₹ 105.5066 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 15.03 47.15 33.29 41.58
3 year 15.40 25.61 20.49 21.61
5 year 15.86 22.58 19.12 21.88
7 year 14.13 18.77 15.96 16.93

Rolling return for 1 year

Average return: 33.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.59 22.2 30.24 15.03 5.38 22.52 11-2023 11-2024
28.7 30.99 36.3 23.69 4.53 29.92 10-2023 10-2024
32.49 33.17 38.84 27.09 4.16 32.9 09-2023 09-2024
27.83 32.11 35.44 24.69 4.09 30.02 08-2023 08-2024
32.95 32.25 37.21 28.14 3.22 32.64 07-2023 07-2024
27.68 36.9 43.79 21.57 8.51 32.48 06-2023 06-2024
35.38 35.19 41.75 29.11 4.47 35.36 05-2023 05-2024
39.17 40.24 47.15 32.63 5.15 39.8 04-2023 04-2024
40.42 38.8 47.08 32.51 5.18 39.7 03-2023 03-2024
38.11 38.23 42.93 33.56 3.31 38.21 02-2023 02-2024
36.08 33.91 42.45 27.92 5.19 35.09 01-2023 01-2024
29.99 31.5 38.96 23.01 5.67 30.86 12-2022 12-2023

Rolling return for 3 year

Average return: 20.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.58 17.75 21 15.4 2 18.18 11-2021 11-2024
18.94 18.08 21.23 15.85 1.93 18.52 10-2021 10-2024
20.19 20.79 22.08 18.92 1.14 20.5 09-2021 09-2024
20.25 20.33 22.59 18.03 1.61 20.3 08-2021 08-2024
22.25 21.98 23.54 20.71 1.01 22.12 07-2021 07-2024
18.44 22.14 23.23 17.4 2.44 20.3 06-2021 06-2024
22.03 20.29 23.91 18.46 2.02 21.17 05-2021 05-2024
23.01 21.84 25.32 19.6 2.06 22.44 04-2021 04-2024
19.61 18.2 21.47 16.39 1.86 18.92 03-2021 03-2024
19.88 16.86 21.26 15.53 2.29 18.38 02-2021 02-2024
22.67 21.36 24.55 19.53 1.83 22.03 01-2021 01-2024
22.85 23.15 25.61 20.44 1.83 23.01 12-2020 12-2023

Rolling return for 5 year

Average return: 19.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.1 17.28 18.53 15.86 0.95 17.19 11-2019 11-2024
19.61 19.28 20.99 17.91 1.1 19.45 10-2019 10-2024
21.43 19.67 22.58 18.55 1.55 20.56 09-2019 09-2024
20.16 20.38 21.56 19 0.91 20.27 08-2019 08-2024
19.75 18.88 20.51 18.13 0.9 19.32 07-2019 07-2024
16.72 18.8 19.53 16.01 1.45 17.76 06-2019 06-2024
18.91 17.73 20.01 16.65 1.26 18.33 05-2019 05-2024
18.25 19.03 19.58 17.71 0.72 18.64 04-2019 04-2024
19.58 18.24 20.69 17.15 1.34 18.92 03-2019 03-2024
20.05 19.92 20.88 19.1 0.63 19.99 02-2019 02-2024
19.66 19.53 20.76 18.44 0.82 19.6 01-2019 01-2024
19.22 19.67 20.82 18.09 0.98 19.45 12-2018 12-2023

Rolling return for 7 year

Average return: 15.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.61 15.13 15.61 14.13 0.55 14.87 11-2017 11-2024
15.8 16.08 16.75 15.13 0.58 15.94 10-2017 10-2024
16.43 16.37 17.21 15.59 0.57 16.4 09-2017 09-2024
15.37 15.53 16.32 14.58 0.62 15.45 08-2017 08-2024
16.08 15.59 16.61 15.07 0.57 15.84 07-2017 07-2024
14.55 16.13 16.51 14.18 1 15.34 06-2017 06-2024
15.21 15.46 15.97 14.7 0.46 15.34 05-2017 05-2024
15.42 15.72 16.34 14.8 0.55 15.57 04-2017 04-2024
15.62 15.64 16.39 14.88 0.53 15.63 03-2017 03-2024
16.13 15.99 16.7 15.42 0.46 16.06 02-2017 02-2024
17.72 17.04 18.49 16.27 0.82 17.38 01-2017 01-2024
17.65 17.78 18.77 16.66 0.75 17.72 12-2016 12-2023