Sundaram Medium Duration Fund Direct Growth

Scheme code: INF903J01PO6 NAV value: ₹ 73.7617 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium Duration Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 4.65 8.51 6.60 7.49
3 year 3.22 4.99 4.27 6.33
5 year 4.78 5.59 5.17 6.24
7 year 5.18 5.91 5.57 6.44

Rolling return for 1 year

Average return: 6.60
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.94 7.65 8.51 7.08 0.52 7.8 11-2023 11-2024
7.99 7.9 8.4 7.5 0.32 7.95 10-2023 10-2024
7.05 7.67 8.04 6.69 0.53 7.36 09-2023 09-2024
6.81 7 7.49 6.32 0.42 6.9 08-2023 08-2024
6.14 6.53 7.03 5.64 0.51 6.34 07-2023 07-2024
5.45 5.95 6.14 5.26 0.36 5.7 06-2023 06-2024
5.49 5.57 6.41 4.65 0.62 5.53 05-2023 05-2024
6.25 5.39 6.52 5.12 0.58 5.82 04-2023 04-2024
7.17 6.56 7.73 6 0.65 6.86 03-2023 03-2024
6.7 6.81 7.2 6.32 0.31 6.76 02-2023 02-2024
6.2 6.29 6.92 5.58 0.47 6.25 01-2023 01-2024
5.5 6.31 6.56 5.25 0.54 5.9 12-2022 12-2023

Rolling return for 3 year

Average return: 4.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.8 4.84 4.99 4.66 0.12 4.82 11-2021 11-2024
4.67 4.74 4.8 4.61 0.07 4.7 10-2021 10-2024
4.49 4.65 4.81 4.33 0.18 4.57 09-2021 09-2024
4.54 4.52 4.77 4.3 0.17 4.53 08-2021 08-2024
4.47 4.52 4.76 4.23 0.19 4.49 07-2021 07-2024
4.19 4.25 4.42 4.02 0.14 4.22 06-2021 06-2024
4.03 4.18 4.34 3.88 0.17 4.11 05-2021 05-2024
4.13 4.02 4.22 3.93 0.11 4.07 04-2021 04-2024
4.43 4.32 4.61 4.14 0.17 4.38 03-2021 03-2024
4.21 4.21 4.37 4.05 0.11 4.21 02-2021 02-2024
3.65 3.68 3.88 3.45 0.15 3.66 01-2021 01-2024
3.33 3.56 3.68 3.22 0.18 3.45 12-2020 12-2023

Rolling return for 5 year

Average return: 5.17
Min Max Min-Max Max-Min Standard Deviation Mean From To
5 4.94 5.11 4.83 0.1 4.97 11-2019 11-2024
5.08 4.99 5.15 4.91 0.09 5.03 10-2019 10-2024
5.01 5.11 5.21 4.92 0.11 5.06 09-2019 09-2024
4.96 4.97 5.1 4.83 0.1 4.96 08-2019 08-2024
5.14 4.96 5.32 4.78 0.2 5.05 07-2019 07-2024
5.12 5.1 5.25 4.96 0.1 5.11 06-2019 06-2024
5.27 5.14 5.45 4.95 0.18 5.2 05-2019 05-2024
5.21 5.17 5.26 5.11 0.05 5.19 04-2019 04-2024
5.45 5.25 5.56 5.14 0.16 5.35 03-2019 03-2024
5.5 5.43 5.59 5.33 0.1 5.46 02-2019 02-2024
5.35 5.38 5.49 5.24 0.09 5.36 01-2019 01-2024
5.35 5.34 5.56 5.13 0.15 5.34 12-2018 12-2023

Rolling return for 7 year

Average return: 5.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.57 5.59 5.65 5.52 0.05 5.58 11-2017 11-2024
5.54 5.53 5.6 5.47 0.05 5.54 10-2017 10-2024
5.47 5.57 5.6 5.44 0.07 5.52 09-2017 09-2024
5.47 5.47 5.57 5.37 0.07 5.47 08-2017 08-2024
5.52 5.47 5.65 5.35 0.11 5.5 07-2017 07-2024
5.58 5.49 5.68 5.39 0.11 5.54 06-2017 06-2024
5.66 5.63 5.79 5.5 0.1 5.64 05-2017 05-2024
5.68 5.62 5.72 5.59 0.05 5.65 04-2017 04-2024
5.83 5.7 5.91 5.62 0.11 5.76 03-2017 03-2024
5.77 5.57 5.84 5.5 0.14 5.67 02-2017 02-2024
5.5 5.5 5.6 5.4 0.07 5.5 01-2017 01-2024
5.55 5.33 5.7 5.18 0.2 5.44 12-2016 12-2023