Sundaram Diversified Equity Direct Growth

Scheme code: INF903J01NN3 NAV value: ₹ 209.0228 NAV date: 24 February, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 5.14 37.38 25.28 36.41
3 year 7.63 34.03 17.83 20.02
5 year -2.23 20.72 10.96 14.33
7 year 4.87 15.95 11.83 14.41
10 year 10.74 16.39 14.00 15.74
12 year 12.88 13.89 13.38 13.59

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 1.9 37.53 21.58 25.28
3 year 7.48 33.32 15.8 17.83
5 year -3.81 19.75 12.28 10.96
7 year 3.33 15.62 11.57 11.83
10 year 3.49 17.22 10.74 14
12 year 3.07 16.17 10.8 13.38
15 year 6.95 15.66 10.91
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 1.15 44.02 25.99 25.28
3 year 7.77 32.12 15.88 17.83
5 year -3.49 20.38 12.13 10.96
7 year 3.8 15.42 11.79 11.83
10 year 3.8 18 11.18 14
12 year 3.63 16.86 11.18 13.38
15 year 7.01 16.36 11.23
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 0.64 46.37 28.32 25.28
3 year 8.37 33.37 17.18 17.83
5 year -3.72 21.84 12.47 10.96
7 year 3.76 16.01 11.99 11.83
10 year 3.56 16.94 11.01 14
12 year 3.31 16.54 10.96 13.38
15 year 6.56 16.42 10.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -0.13 47.75 29.96 25.28
3 year 8.95 34.46 18.17 17.83
5 year -3.7 22.97 12.82 10.96
7 year 3.97 16.42 12.31 11.83
10 year 3.53 17.72 11.3 14
12 year 3.1 16.97 11.22 13.38
15 year 6.68 16.96 11.22
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -70.59 305.88 192.72 25.28
7 year 4.81 13.13 8.28 11.83
10 year 4.53 20.41 8.92 14

Rolling return for 1 year

- Average return: 25.28% - Median return: 26.44% - Average standard deviation: 4.12

Rolling return for 3 year

- Average return: 17.83% - Median return: 16.72% - Average standard deviation: 1.83

Rolling return for 5 year

- Average return: 10.96% - Median return: 11.12% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 11.83% - Median return: 12.06% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 14% - Median return: 13.98% - Average standard deviation: 0.45

Rolling return for 12 year

- Average return: 13.38% - Median return: 13.38% - Average standard deviation: 0.4