Sundaram Small Cap Fund Direct Growth

Scheme code: INF903J01NK9 NAV value: ₹ 281.5812 NAV date: 8 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 18.05 60.56 40.70 44.35
3 year 18.45 34.89 25.26 26.87
5 year 20.96 33.03 27.56 31.22
7 year 13.27 17.77 15.45 20.11
10 year 14.95 23.75 18.61 21.38

Rolling return for 1 year

Average return: 40.70%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.69 18.05 22.69 18.05 2.32 20.37 01-2024 01-2025
24.35 25.66 30.65 19.6 3.93 25.06 12-2023 12-2024
31.41 29.38 41.58 20.09 7.63 30.62 11-2023 11-2024
37.87 40.61 48.03 30.96 6.11 39.37 10-2023 10-2024
41.8 41.92 46.43 37.44 3.18 41.9 09-2023 09-2024
38.63 42.39 49.22 32.28 6.14 40.63 08-2023 08-2024
45.04 44.08 50.5 38.85 4.13 44.62 07-2023 07-2024
36.91 46.24 53.57 30.37 8.84 41.77 06-2023 06-2024
47.13 46.31 54.64 39.2 5.47 46.82 05-2023 05-2024
53.92 52.95 60.56 46.63 4.94 53.52 04-2023 04-2024
47.36 52.59 59.96 40.58 7.1 50.12 03-2023 03-2024
53.62 53.45 58 49.2 3.11 53.57 02-2023 02-2024

Rolling return for 3 year

Average return: 25.26%
02-202403-202404-202405-202406-202407-202408-202409-202410-202411-202412-202401-2025To Date2022242628303234Return (in %)maxmeanmin
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.31 19.13 22.31 19.13 1.59 20.72 01-2022 01-2025
22.88 22.3 24.92 20.3 1.65 22.6 12-2021 12-2024
20.97 21.43 24.01 18.45 1.97 21.22 11-2021 11-2024
21.73 22.01 24.65 19.15 1.95 21.88 10-2021 10-2024
25.64 24.57 26.99 23.24 1.38 25.11 09-2021 09-2024
24.59 25.47 27.69 22.43 1.89 25.04 08-2021 08-2024
25.38 24.76 26.93 23.23 1.33 25.08 07-2021 07-2024
23.85 25.85 28.69 21.12 2.77 24.88 06-2021 06-2024
26.88 25.72 29 23.65 1.94 26.31 05-2021 05-2024
29.84 28.74 31.68 26.94 1.72 29.3 04-2021 04-2024
27.9 29.09 31.44 25.61 2.1 28.51 03-2021 03-2024
33.63 31.3 34.89 30.08 1.89 32.48 02-2021 02-2024

Rolling return for 5 year

Average return: 27.56%
02-202403-202404-202405-202406-202407-202408-202409-202410-202411-202412-202401-2025To Date21222324252627282930313233Return (in %)maxmeanmin
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.46 27.16 29.46 27.16 1.15 28.31 01-2020 01-2025
30.25 30.42 31.55 29.14 0.85 30.34 12-2019 12-2024
28.24 29.26 30.17 27.35 1.06 28.76 11-2019 11-2024
30.48 30.28 32.35 28.44 1.38 30.39 10-2019 10-2024
32.18 30.58 33.03 29.74 1.29 31.38 09-2019 09-2024
30.63 31.49 32.56 29.57 1.1 31.06 08-2019 08-2024
30.12 27.03 31.09 26.09 2.08 28.58 07-2019 07-2024
23.97 25.32 26.85 22.48 1.62 24.66 06-2019 06-2024
24.99 23.63 26.24 22.41 1.44 24.32 05-2019 05-2024
23.52 23.56 24.57 22.52 0.72 23.54 04-2019 04-2024
23.3 22.96 25.33 20.96 1.55 23.14 03-2019 03-2024
26.62 25.74 27.33 25.03 0.87 26.18 02-2019 02-2024

Rolling return for 7 year

Average return: 15.45%
02-202403-202404-202405-202406-202407-202408-202409-202410-202411-202412-202401-2025To Date13.51414.51515.51616.51717.5Return (in %)maxmeanmin
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.4 13.36 14.4 13.36 0.52 13.88 01-2018 01-2025
14.77 14.27 15.59 13.46 0.77 14.52 12-2017 12-2024
14.81 15.03 16.04 13.81 0.79 14.92 11-2017 11-2024
16.18 16.01 17.36 14.84 0.89 16.1 10-2017 10-2024
17.23 16.84 17.77 16.3 0.54 17.04 09-2017 09-2024
16.27 16.39 17.5 15.18 0.82 16.34 08-2017 08-2024
15.48 15.71 16.09 15.1 0.36 15.6 07-2017 07-2024
14.38 15.15 16.28 13.27 1.1 14.77 06-2017 06-2024
15.08 14.77 15.9 13.96 0.69 14.93 05-2017 05-2024
15.14 14.8 15.84 14.11 0.62 14.97 04-2017 04-2024
15.38 15.51 16.74 14.16 0.91 15.45 03-2017 03-2024
16.87 16.78 17.34 16.31 0.37 16.83 02-2017 02-2024

Rolling return for 10 year

Average return: 18.61%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.57 14.95 15.57 14.95 0.31 15.26 01-2015 01-2025
16.32 15.8 16.9 15.23 0.62 16.06 12-2014 12-2024
15.89 16.26 16.76 15.4 0.5 16.08 11-2014 11-2024
17.18 17.25 18.01 16.42 0.56 17.22 10-2014 10-2024
18.14 17.52 18.52 17.15 0.53 17.83 09-2014 09-2024
18.49 18.31 19.37 17.44 0.69 18.4 08-2014 08-2024
18.69 18.06 19.13 17.62 0.58 18.38 07-2014 07-2024
17.82 18.14 19.18 16.79 0.85 17.98 06-2014 06-2024
20.56 18.63 21.16 18.04 1.3 19.6 05-2014 05-2024
21.51 20.84 22.03 20.33 0.65 21.18 04-2014 04-2024
22.27 21.64 23.28 20.64 0.96 21.96 03-2014 03-2024
23.41 23.34 23.75 22.99 0.27 23.37 02-2014 02-2024