Sundaram Services Fund Direct Growth

Scheme code: INF903JA1FA2 NAV value: ₹ 35.0629 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 18.05 42.87 32.20 41.58
3 year 13.90 28.74 21.47 21.61
5 year 20.44 28.45 23.69 21.88

Rolling return for 1 year

Average return: 32.20
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.47 26.46 35.59 20.76 5.35 28.07 11-2023 11-2024
35.44 36.49 42.87 29.38 4.78 36.04 10-2023 10-2024
34.86 38.11 42.71 30.52 4.46 36.55 09-2023 09-2024
29.6 35.62 39.43 26.06 5.18 32.68 08-2023 08-2024
32.44 31.47 35.63 28.38 2.59 31.98 07-2023 07-2024
23.47 32.64 38.73 18.05 8 28.22 06-2023 06-2024
30.63 30.82 37 24.75 4.33 30.8 05-2023 05-2024
37.25 35.89 40.35 32.88 2.68 36.59 04-2023 04-2024
35.26 34.47 40.24 29.69 3.74 34.92 03-2023 03-2024
33.87 33.48 37.26 30.19 2.5 33.7 02-2023 02-2024
31.67 30.52 36.26 26.13 3.6 31.14 01-2023 01-2024
26.36 24.84 31.91 19.59 4.39 25.68 12-2022 12-2023

Rolling return for 3 year

Average return: 21.47
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.07 15.66 17.87 13.9 1.41 15.88 11-2021 11-2024
17.85 17.53 19.97 15.45 1.6 17.7 10-2021 10-2024
19.9 19.87 22.19 17.63 1.61 19.9 09-2021 09-2024
19.48 19.82 22.43 16.94 1.94 19.67 08-2021 08-2024
22.13 20.89 23.1 19.94 1.2 21.52 07-2021 07-2024
18.41 21.86 23.1 17.22 2.41 20.15 06-2021 06-2024
22.68 20.55 24.64 18.66 2.24 21.63 05-2021 05-2024
25.13 23.57 26.07 22.65 1.33 24.36 04-2021 04-2024
22.94 21.68 24.43 20.22 1.55 22.32 03-2021 03-2024
24.1 22.01 25.14 21 1.64 23.06 02-2021 02-2024
25.38 24.79 26.82 23.37 1.24 25.09 01-2021 01-2024
26.9 25.78 28.74 23.99 1.73 26.35 12-2020 12-2023

Rolling return for 5 year

Average return: 23.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.66 23.2 23.8 22.07 0.64 22.93 11-2019 11-2024
25.12 24.59 26.47 23.26 1.15 24.86 10-2019 10-2024
27 25.98 28.45 24.56 1.42 26.5 09-2019 09-2024
25.28 26.36 27.12 24.52 1 25.82 08-2019 08-2024
25.36 24.36 25.95 23.77 0.85 24.86 07-2019 07-2024
21.37 23.28 24.23 20.44 1.5 22.33 06-2019 06-2024
22.73 22.12 23.9 20.97 1.06 22.43 05-2019 05-2024
22.46 22.44 23.01 21.9 0.39 22.45 04-2019 04-2024
22.63 21.82 23.52 20.95 0.95 22.23 03-2019 03-2024
23.42 23.6 24.04 22.99 0.38 23.51 02-2019 02-2024
23.3 23.5 24.14 22.66 0.53 23.4 01-2019 01-2024
22.75 23.28 23.81 22.22 0.59 23.02 12-2018 12-2023