Sundaram Large and Mid Cap Fund Direct Growth

Scheme code: INF903J01PR9 NAV value: ₹ 87.9996 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 21.18 49.73 35.89 40.13
3 year 13.67 23.98 18.93 21.18
5 year 16.57 24.24 19.92 22.35
7 year 15.31 18.56 16.68 16.68
10 year 15.05 19.17 17.08 17.22

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 35.89
3 year 7.63 16.87 13.32 18.93
5 year 12.6 19.62 15.37 19.92
7 year 10.81 15.2 13.42 16.68
10 year 9.81 13.99 12.12 17.08
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 35.89
3 year 7.94 17.89 14.14 18.93
5 year 13.28 20.23 15.93 19.92
7 year 10.62 15.28 13.42 16.68
10 year 10.08 14.47 12.61 17.08
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 35.89
3 year 9.26 19.51 15.7 18.93
5 year 14.45 21.69 17.28 19.92
7 year 11.07 15.88 13.98 16.68
10 year 10.64 15.2 13.25 17.08
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 2 150.09 88.92 35.89
3 year 20.41 31.54 25.92 18.93
7 year -29.1 -26.03 -27.73 16.68
10 year -20.52 -16.94 -18.25 17.08

Rolling return for 1 year

Average return: 35.89%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.85 21.18 25.85 21.18 2.34 23.52 01-2024 01-2025
28.85 26.29 33.78 21.63 4.39 27.64 12-2023 12-2024
36.41 31.09 42.5 25.49 6.3 33.87 11-2023 11-2024
41.6 42.15 49.73 34.44 5.41 41.98 10-2023 10-2024
39.65 40.81 45.71 34.95 3.83 40.28 09-2023 09-2024
36.17 42.02 44.7 33.65 4.42 39.14 08-2023 08-2024
39.79 39.63 44.76 34.84 3.51 39.76 07-2023 07-2024
30.76 40.38 45.95 25.77 7.91 35.72 06-2023 06-2024
36.22 38.77 44.78 30.57 5.11 37.58 05-2023 05-2024
40.06 40.03 45.56 34.73 3.83 40.1 04-2023 04-2024
37.74 35.9 43.77 30.2 4.84 36.9 03-2023 03-2024
33.99 34.26 38.47 29.92 3.02 34.16 02-2023 02-2024

Rolling return for 3 year

Average return: 18.93%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.89 14.59 17.89 14.59 1.65 16.24 01-2022 01-2025
18.02 17.37 19.51 15.91 1.29 17.7 12-2021 12-2024
15.92 15.33 17.62 13.67 1.41 15.64 11-2021 11-2024
17.09 16.77 19.29 14.62 1.66 16.94 10-2021 10-2024
18.54 18.43 20.23 16.77 1.22 18.49 09-2021 09-2024
18.7 18.91 21.13 16.52 1.63 18.81 08-2021 08-2024
21.77 20.9 23.19 19.5 1.34 21.34 07-2021 07-2024
18.96 21.7 23.4 17.33 2.35 20.35 06-2021 06-2024
21.49 21.31 23.98 18.88 1.8 21.42 05-2021 05-2024
21.38 21.04 22.95 19.5 1.23 21.22 04-2021 04-2024
19.29 18.44 21.01 16.76 1.53 18.88 03-2021 03-2024
21.14 19.05 22.48 17.75 1.83 20.1 02-2021 02-2024

Rolling return for 5 year

Average return: 19.92%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.17 18.9 20.17 18.9 0.64 19.54 01-2020 01-2025
20.1 20.35 21.01 19.45 0.56 20.23 12-2019 12-2024
18.99 19.61 20.03 18.57 0.56 19.3 11-2019 11-2024
21.22 20.7 22.58 19.36 1.15 20.96 10-2019 10-2024
23.19 21.79 24.24 20.76 1.33 22.5 09-2019 09-2024
22.15 22.86 23.64 21.38 0.84 22.51 08-2019 08-2024
21.95 20.82 22.8 19.98 1.07 21.39 07-2019 07-2024
18.1 19.75 20.72 17.15 1.39 18.93 06-2019 06-2024
19.15 18.78 20.61 17.34 1.16 18.97 05-2019 05-2024
17.77 18.22 18.69 17.31 0.51 18 04-2019 04-2024
17.97 17.57 18.99 16.57 0.87 17.77 03-2019 03-2024
19.04 18.8 19.83 18.02 0.65 18.92 02-2019 02-2024

Rolling return for 7 year

Average return: 16.68%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.9 15.31 15.9 15.31 0.29 15.6 01-2018 01-2025
16.52 16.27 17.15 15.65 0.54 16.4 12-2017 12-2024
16.16 16.27 16.88 15.55 0.47 16.22 11-2017 11-2024
17.23 17.25 18.17 16.32 0.65 17.24 10-2017 10-2024
17.84 17.88 18.56 17.16 0.5 17.86 09-2017 09-2024
17.36 17.68 18.39 16.66 0.62 17.52 08-2017 08-2024
17.44 17.39 18.02 16.81 0.43 17.42 07-2017 07-2024
15.8 17.31 17.63 15.48 0.93 16.56 06-2017 06-2024
16.16 16.62 17.18 15.61 0.58 16.39 05-2017 05-2024
15.97 16.2 16.61 15.56 0.38 16.08 04-2017 04-2024
16.17 16.02 16.88 15.32 0.55 16.1 03-2017 03-2024
16.74 16.71 17.29 16.16 0.4 16.73 02-2017 02-2024

Rolling return for 10 year

Average return: 17.08%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.8 15.05 15.8 15.05 0.38 15.42 01-2015 01-2025
16.25 15.94 16.68 15.5 0.43 16.09 12-2014 12-2024
15.83 15.82 16.33 15.32 0.36 15.82 11-2014 11-2024
16.89 16.83 17.55 16.18 0.48 16.86 10-2014 10-2024
17.1 17.1 17.59 16.6 0.35 17.1 09-2014 09-2024
17.11 17.25 17.83 16.54 0.46 17.18 08-2014 08-2024
17.42 17.04 17.83 16.63 0.45 17.23 07-2014 07-2024
16.36 16.86 17.65 15.58 0.75 16.61 06-2014 06-2024
18.05 17.17 18.77 16.46 0.87 17.61 05-2014 05-2024
18.05 18.05 18.5 17.6 0.32 18.05 04-2014 04-2024
18.35 18.06 18.86 17.55 0.47 18.2 03-2014 03-2024
18.78 18.77 19.17 18.38 0.28 18.77 02-2014 02-2024