Sundaram Large and Mid Cap Fund Direct Growth

Scheme code: INF903J01PR9 NAV value: ₹ 94.7112 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 16.84 49.73 36.10 40.82
3 year 13.67 24.52 19.75 21.77
5 year 16.03 24.24 19.55 21.84
7 year 15.32 18.56 16.89 16.9

Rolling return for 1 year

Average return: 36.10
Min Max Min-Max Max-Min Standard Deviation Mean From To
36.41 31.09 42.5 25.49 6.3 33.87 11-2023 11-2024
41.6 42.15 49.73 34.44 5.41 41.98 10-2023 10-2024
39.65 40.81 45.71 34.95 3.83 40.28 09-2023 09-2024
36.17 42.02 44.7 33.65 4.42 39.14 08-2023 08-2024
39.79 39.63 44.76 34.84 3.51 39.76 07-2023 07-2024
30.76 40.38 45.95 25.77 7.91 35.72 06-2023 06-2024
36.22 38.77 44.78 30.57 5.11 37.58 05-2023 05-2024
40.06 40.03 45.56 34.73 3.83 40.1 04-2023 04-2024
37.74 35.9 43.77 30.2 4.84 36.9 03-2023 03-2024
33.99 34.26 38.47 29.92 3.02 34.16 02-2023 02-2024
29.86 29.04 34.87 24.24 3.77 29.5 01-2023 01-2024
24.32 23.78 31.69 16.84 5.25 24.16 12-2022 12-2023

Rolling return for 3 year

Average return: 19.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.92 15.33 17.62 13.67 1.41 15.64 11-2021 11-2024
17.09 16.77 19.29 14.62 1.66 16.94 10-2021 10-2024
18.54 18.43 20.23 16.77 1.22 18.49 09-2021 09-2024
18.7 18.91 21.13 16.52 1.63 18.81 08-2021 08-2024
21.77 20.9 23.19 19.5 1.34 21.34 07-2021 07-2024
18.96 21.7 23.4 17.33 2.35 20.35 06-2021 06-2024
21.49 21.31 23.98 18.88 1.8 21.42 05-2021 05-2024
21.38 21.04 22.95 19.5 1.23 21.22 04-2021 04-2024
19.29 18.44 21.01 16.76 1.53 18.88 03-2021 03-2024
21.14 19.05 22.48 17.75 1.83 20.1 02-2021 02-2024
21.8 21.06 23.35 19.54 1.37 21.44 01-2021 01-2024
22.15 22.58 24.52 20.24 1.52 22.37 12-2020 12-2023

Rolling return for 5 year

Average return: 19.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.99 19.61 20.03 18.57 0.56 19.3 11-2019 11-2024
21.22 20.7 22.58 19.36 1.15 20.96 10-2019 10-2024
23.19 21.79 24.24 20.76 1.33 22.5 09-2019 09-2024
22.15 22.86 23.64 21.38 0.84 22.51 08-2019 08-2024
21.95 20.82 22.8 19.98 1.07 21.39 07-2019 07-2024
18.1 19.75 20.72 17.15 1.39 18.93 06-2019 06-2024
19.15 18.78 20.61 17.34 1.16 18.97 05-2019 05-2024
17.77 18.22 18.69 17.31 0.51 18 04-2019 04-2024
17.97 17.57 18.99 16.57 0.87 17.77 03-2019 03-2024
19.04 18.8 19.83 18.02 0.65 18.92 02-2019 02-2024
18.07 17.75 18.97 16.86 0.75 17.91 01-2019 01-2024
17.45 17.37 18.81 16.03 0.98 17.42 12-2018 12-2023

Rolling return for 7 year

Average return: 16.89
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.16 16.27 16.88 15.55 0.47 16.22 11-2017 11-2024
17.23 17.25 18.17 16.32 0.65 17.24 10-2017 10-2024
17.84 17.88 18.56 17.16 0.5 17.86 09-2017 09-2024
17.36 17.68 18.39 16.66 0.62 17.52 08-2017 08-2024
17.44 17.39 18.02 16.81 0.43 17.42 07-2017 07-2024
15.8 17.31 17.63 15.48 0.93 16.56 06-2017 06-2024
16.16 16.62 17.18 15.61 0.58 16.39 05-2017 05-2024
15.97 16.2 16.61 15.56 0.38 16.08 04-2017 04-2024
16.17 16.02 16.88 15.32 0.55 16.1 03-2017 03-2024
16.74 16.71 17.29 16.16 0.4 16.73 02-2017 02-2024
17.23 17.03 17.86 16.4 0.52 17.13 01-2017 01-2024
17.31 17.68 18.28 16.71 0.57 17.49 12-2016 12-2023