Sundaram Focused Fund Direct Growth

Scheme code: INF173K01EK6 NAV value: ₹ 167.3043 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 16.92 44.39 31.48 35.87
3 year 12.70 15.41 14.06 18.7

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 31.48
3 year 7.63 16.87 13.32 14.06
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 31.48
3 year 7.94 17.89 14.14 14.06
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 31.48
3 year 9.26 19.51 15.7 14.06
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 31.48
3 year 9.84 20.48 16.73 14.06
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85

Rolling return for 1 year

Average return: 31.48%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.23 16.92 21.23 16.92 2.15 19.08 01-2024 01-2025
26.16 23.15 31.27 18.35 4.69 24.73 12-2023 12-2024
31.49 28.9 37.11 23.62 4.86 30.28 11-2023 11-2024
36.78 36.8 44.39 29.6 5.23 36.89 10-2023 10-2024
34.96 35.9 40.84 30.23 3.77 35.48 09-2023 09-2024
29.61 35.86 38.18 27.43 4.4 32.77 08-2023 08-2024
33.62 32.18 37.26 28.67 3.08 32.93 07-2023 07-2024
26.68 33.73 40.49 20.58 7.47 30.37 06-2023 06-2024
31.35 33.98 38.74 26.85 4.31 32.73 05-2023 05-2024
37.08 36.08 41.78 31.57 3.63 36.63 04-2023 04-2024
35.32 34.54 41.6 28.58 4.61 35.01 03-2023 03-2024
29.6 31.92 36.02 25.69 3.74 30.81 02-2023 02-2024

Rolling return for 3 year

Average return: 14.06%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.41 12.7 15.41 12.7 1.36 14.06 01-2022 01-2025