Sundaram Large Cap Fund Direct Growth

Scheme code: INF903JA1JC0 NAV value: ₹ 21.3105 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 10.96 38.65 26.90 31.36
3 year 10.91 19.88 15.87 16.43

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 26.9
3 year 7.63 16.87 13.32 15.87
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 NEXT 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 9.82 79.75 55.14 26.9
3 year 11.58 25.57 20.12 15.87
5 year 15.11 24.71 19.88
7 year 9.62 16.24 13.78
10 year 11.93 17.68 15.62
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 26.9
3 year 7.94 17.89 14.14 15.87
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61

Rolling return for 1 year

Average return: 26.90%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.89 10.96 14.89 10.96 1.96 12.92 01-2024 01-2025
19.67 16.41 24.34 12.04 4.5 18.12 12-2023 12-2024
25.34 22.93 30.38 18.18 4.4 24.21 11-2023 11-2024
30.29 32.05 38.65 24.09 5.19 31.27 10-2023 10-2024
30.2 31.82 36.6 25.65 3.91 31.07 09-2023 09-2024
26.13 31.34 33.66 23.94 3.9 28.77 08-2023 08-2024
28.46 28.86 33.5 23.99 3.37 28.7 07-2023 07-2024
22.93 29.12 34.96 17.61 6.51 26.15 06-2023 06-2024
27.58 28.72 33 23.47 3.39 28.19 05-2023 05-2024
31.56 31.97 36.15 27.51 3.06 31.8 04-2023 04-2024
33.84 31.88 38.03 27.87 3.66 32.9 03-2023 03-2024
29.02 28.43 33.31 24.29 3.2 28.76 02-2023 02-2024

Rolling return for 3 year

Average return: 15.87%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.21 11.72 14.21 11.72 1.25 12.96 01-2022 01-2025
14.97 14.37 16.45 12.92 1.27 14.68 12-2021 12-2024
13.35 12.38 14.85 10.91 1.43 12.87 11-2021 11-2024
13.6 14.23 15.98 11.89 1.46 13.92 10-2021 10-2024
15.2 15.57 17.05 13.74 1.18 15.39 09-2021 09-2024
16.04 15.71 18.31 13.5 1.7 15.89 08-2021 08-2024
17.65 18 19.17 16.5 0.95 17.83 07-2021 07-2024
14.92 17.43 18.56 13.83 1.89 16.18 06-2021 06-2024
18.04 16.78 19.69 15.17 1.66 17.42 05-2021 05-2024
18.52 18.33 19.88 16.98 1.03 18.43 04-2021 04-2024
18.19 17.16 19.42 15.96 1.28 17.68 03-2021 03-2024
17.94 16.46 19.24 15.19 1.52 17.21 02-2021 02-2024