Sundaram Equity Savings Fund Direct Growth
Scheme code: INF173K01GZ9
NAV value:
₹ 77.1125
NAV date: 29 January, 2025
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average XIRR (%) | Category average XIRR (%) |
|---|---|---|---|---|
| 1 year | 13.65 | 25.85 | 19.74 | 15.31 |
| 3 year | 11.59 | 12.49 | 12.04 | 9.57 |
Rolling return for 1 year
Average return: 19.74%| Min | Max | Min-Max | Max-Min | Standard Deviation | Mean | From | To |
|---|---|---|---|---|---|---|---|
| 15.37 | 13.65 | 15.37 | 13.65 | 0.86 | 14.51 | 01-2024 | 01-2025 |
| 16.85 | 15.72 | 18.27 | 14.34 | 1.45 | 16.3 | 12-2023 | 12-2024 |
| 19.48 | 16.89 | 21.57 | 14.88 | 2.54 | 18.21 | 11-2023 | 11-2024 |
| 21.2 | 21.37 | 23.96 | 18.67 | 1.87 | 21.3 | 10-2023 | 10-2024 |
| 20.63 | 21.51 | 23.22 | 18.95 | 1.54 | 21.08 | 09-2023 | 09-2024 |
| 18.45 | 21.25 | 22.59 | 17.15 | 2.16 | 19.86 | 08-2023 | 08-2024 |
| 20.57 | 19.81 | 22.83 | 17.61 | 1.87 | 20.2 | 07-2023 | 07-2024 |
| 18.84 | 20.48 | 24.06 | 15.41 | 3.11 | 19.7 | 06-2023 | 06-2024 |
| 20.93 | 21.09 | 23.87 | 18.21 | 2 | 21.02 | 05-2023 | 05-2024 |
| 23.24 | 23.01 | 25.85 | 20.46 | 1.91 | 23.14 | 04-2023 | 04-2024 |
| 22.21 | 21.12 | 24.52 | 18.88 | 2.03 | 21.68 | 03-2023 | 03-2024 |
| 19.53 | 20.3 | 22.09 | 17.78 | 1.55 | 19.92 | 02-2023 | 02-2024 |
Rolling return for 3 year
Average return: 12.04%| Min | Max | Min-Max | Max-Min | Standard Deviation | Mean | From | To |
|---|---|---|---|---|---|---|---|
| 12.49 | 11.59 | 12.49 | 11.59 | 0.45 | 12.04 | 01-2022 | 01-2025 |