Sundaram Diversified Equity Direct Growth

Scheme code: INF903J01NN3 NAV value: ₹ 224.3197 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: ELSS

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.75	37.38	19.26	28.39
3 year	7.63	34.03	17.68	19.8
5 year	0.19	26.85	11.77	15.18
7 year	4.87	15.95	11.77	14.39
10 year	10.14	16.39	13.69	15.51
12 year	12.69	14.20	13.54	14.47

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	19.26
3 year	6.28	33.32	15.79	17.68
5 year	3.54	26.02	13.5	11.77
7 year	3.33	15.62	11.71	11.77
10 year	3.49	17.22	10.6	13.69
12 year	3.07	16.17	10.84	13.54
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	19.26
3 year	9.08	58.7	29.31	17.68
5 year	3.67	48	18.04	11.77
7 year	3.8	31.03	14.14	11.77
10 year	3.8	28.93	12.39	13.69
12 year	3.63	26.65	12.59	13.54
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	19.26
3 year	7.68	33.37	17.09	17.68
5 year	2.35	27.63	13.51	11.77
7 year	3.76	16.01	12.07	11.77
10 year	3.56	16.94	10.92	13.69
12 year	3.31	16.54	11.01	13.54
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	19.26
3 year	8.04	34.46	18.26	17.68
5 year	3.37	28.64	14.21	11.77
7 year	3.97	16.42	12.41	11.77
10 year	3.53	17.72	11.22	13.69
12 year	3.1	16.97	11.31	13.54
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 19.26% - Median return: 22.26% - Average standard deviation: 4.14

Rolling return for 3 year

- Average return: 17.68% - Median return: 16.63% - Average standard deviation: 1.83

Rolling return for 5 year

- Average return: 11.77% - Median return: 11.56% - Average standard deviation: 0.99

Rolling return for 7 year

- Average return: 11.77% - Median return: 11.96% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 13.69% - Median return: 13.81% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 13.54% - Median return: 13.56% - Average standard deviation: 0.41

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,77,578	77,578	6.47
3 year	36,00,000	46,06,825	10,06,825	8.57
5 year	60,00,000	84,76,519	24,76,519	7.16
7 year	84,00,000	1,29,14,116	45,14,116	6.34
10 year	1,20,00,000	2,40,10,750	1,20,10,750	7.18
12 year	1,44,00,000	3,28,28,291	1,84,28,291	7.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	6.47
3 year	7.3	8.57
5 year	7.48	7.16
7 year	6.39	6.34
10 year	5.95	7.18
12 year	6.11	7.11

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	6.47
3 year	20.64	8.57
5 year	13	7.16
7 year	9.48	6.34
10 year	7.99	7.18
12 year	8.12	7.11

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.47
3 year	8.22	8.57
5 year	7.77	7.16
7 year	6.6	6.34
10 year	6.23	7.18
12 year	6.37	7.11

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	6.47
3 year	8.71	8.57
5 year	8.22	7.16
7 year	6.82	6.34
10 year	6.47	7.18
12 year	6.6	7.11

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,77,578 - Absolute Returns: ₹77,578 - CAGR: 6.47%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,06,825 - Absolute Returns: ₹10,06,825 - CAGR: 8.57%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,76,519 - Absolute Returns: ₹24,76,519 - CAGR: 7.16%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,29,14,116 - Absolute Returns: ₹45,14,116 - CAGR: 6.34%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,40,10,750 - Absolute Returns: ₹1,20,10,750 - CAGR: 7.18%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,28,28,291 - Absolute Returns: ₹1,84,28,291 - CAGR: 7.11%