Sundaram Financial Services Opportunities Fund Direct Growth

Scheme code: INF903J01NB8 NAV value: ₹ 103.0483 NAV date: 29 January, 2025
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 7.27 47.15 29.83 39.94
3 year 15.40 25.32 19.92 21.06
5 year 15.57 22.58 18.60 22.34
7 year 13.61 17.21 15.48 16.74
10 year 12.71 19.51 16.14 16.53

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 29.83
3 year 7.63 16.87 13.32 19.92
5 year 12.6 19.62 15.37 18.6
7 year 10.81 15.2 13.42 15.48
10 year 9.81 13.99 12.12 16.14
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 29.83
3 year 7.94 17.89 14.14 19.92
5 year 13.28 20.23 15.93 18.6
7 year 10.62 15.28 13.42 15.48
10 year 10.08 14.47 12.61 16.14
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 29.83
3 year 9.26 19.51 15.7 19.92
5 year 14.45 21.69 17.28 18.6
7 year 11.07 15.88 13.98 15.48
10 year 10.64 15.2 13.25 16.14
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 29.83
3 year 9.84 20.48 16.73 19.92
5 year 15.2 22.82 18.38 18.6
7 year 11.31 16.28 14.37 15.48
10 year 11.16 15.89 13.85 16.14
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 29.83
10 year 4.92 20.34 12.6 16.14

Rolling return for 1 year

Average return: 29.83%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.49 7.46 12.49 7.46 2.52 9.98 01-2024 01-2025
14.66 13.91 21.77 7.27 5.13 14.4 12-2023 12-2024
22.59 22.2 30.24 15.03 5.38 22.52 11-2023 11-2024
28.7 30.99 36.3 23.69 4.53 29.92 10-2023 10-2024
32.49 33.17 38.84 27.09 4.16 32.9 09-2023 09-2024
27.83 32.11 35.44 24.69 4.09 30.02 08-2023 08-2024
32.95 32.25 37.21 28.14 3.22 32.64 07-2023 07-2024
27.68 36.9 43.79 21.57 8.51 32.48 06-2023 06-2024
35.38 35.19 41.75 29.11 4.47 35.36 05-2023 05-2024
39.17 40.24 47.15 32.63 5.15 39.8 04-2023 04-2024
40.42 38.8 47.08 32.51 5.18 39.7 03-2023 03-2024
38.11 38.23 42.93 33.56 3.31 38.21 02-2023 02-2024

Rolling return for 3 year

Average return: 19.92%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.92 16.86 18.92 16.86 1.03 17.89 01-2022 01-2025
20.74 19.82 23.18 17.44 2.06 20.3 12-2021 12-2024
18.58 17.75 21 15.4 2 18.18 11-2021 11-2024
18.94 18.08 21.23 15.85 1.93 18.52 10-2021 10-2024
20.19 20.79 22.08 18.92 1.14 20.5 09-2021 09-2024
20.25 20.33 22.59 18.03 1.61 20.3 08-2021 08-2024
22.25 21.98 23.54 20.71 1.01 22.12 07-2021 07-2024
18.44 22.14 23.23 17.4 2.44 20.3 06-2021 06-2024
22.03 20.29 23.91 18.46 2.02 21.17 05-2021 05-2024
23.01 21.84 25.32 19.6 2.06 22.44 04-2021 04-2024
19.61 18.2 21.47 16.39 1.86 18.92 03-2021 03-2024
19.88 16.86 21.26 15.53 2.29 18.38 02-2021 02-2024

Rolling return for 5 year

Average return: 18.60%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.46 15.67 16.46 15.67 0.4 16.07 01-2020 01-2025
16.47 16.96 17.88 15.57 0.83 16.72 12-2019 12-2024
17.1 17.28 18.53 15.86 0.95 17.19 11-2019 11-2024
19.61 19.28 20.99 17.91 1.1 19.45 10-2019 10-2024
21.43 19.67 22.58 18.55 1.55 20.56 09-2019 09-2024
20.16 20.38 21.56 19 0.91 20.27 08-2019 08-2024
19.75 18.88 20.51 18.13 0.9 19.32 07-2019 07-2024
16.72 18.8 19.53 16.01 1.45 17.76 06-2019 06-2024
18.91 17.73 20.01 16.65 1.26 18.33 05-2019 05-2024
18.25 19.03 19.58 17.71 0.72 18.64 04-2019 04-2024
19.58 18.24 20.69 17.15 1.34 18.92 03-2019 03-2024
20.05 19.92 20.88 19.1 0.63 19.99 02-2019 02-2024

Rolling return for 7 year

Average return: 15.48%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.69 13.61 14.69 13.61 0.54 14.15 01-2018 01-2025
14.96 15.4 15.95 14.42 0.56 15.18 12-2017 12-2024
14.61 15.13 15.61 14.13 0.55 14.87 11-2017 11-2024
15.8 16.08 16.75 15.13 0.58 15.94 10-2017 10-2024
16.43 16.37 17.21 15.59 0.57 16.4 09-2017 09-2024
15.37 15.53 16.32 14.58 0.62 15.45 08-2017 08-2024
16.08 15.59 16.61 15.07 0.57 15.84 07-2017 07-2024
14.55 16.13 16.51 14.18 1 15.34 06-2017 06-2024
15.21 15.46 15.97 14.7 0.46 15.34 05-2017 05-2024
15.42 15.72 16.34 14.8 0.55 15.57 04-2017 04-2024
15.62 15.64 16.39 14.88 0.53 15.63 03-2017 03-2024
16.13 15.99 16.7 15.42 0.46 16.06 02-2017 02-2024

Rolling return for 10 year

Average return: 16.14%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.99 12.71 13.99 12.71 0.64 13.35 01-2015 01-2025
14.26 14.34 14.95 13.66 0.46 14.3 12-2014 12-2024
14.57 14.4 15.26 13.71 0.55 14.48 11-2014 11-2024
16.21 15.65 16.88 14.99 0.7 15.93 10-2014 10-2024
16.47 16.33 17.01 15.78 0.44 16.4 09-2014 09-2024
16.24 16.14 16.91 15.47 0.51 16.19 08-2014 08-2024
16.78 16.26 17.14 15.89 0.48 16.52 07-2014 07-2024
15.22 16.19 16.6 14.82 0.72 15.71 06-2014 06-2024
17.25 15.83 17.79 15.3 1.01 16.54 05-2014 05-2024
17.23 17.41 17.88 16.76 0.4 17.32 04-2014 04-2024
18.62 17.18 19.17 16.64 1.03 17.9 03-2014 03-2024
19.1 18.99 19.51 18.58 0.33 19.05 02-2014 02-2024