Sundaram Large Cap Fund Direct Growth

Scheme code: INF903JA1JC0 NAV value: ₹ 22.0915 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-1.0938.6519.9623.94
3 year9.6522.4116.0417.2

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5119.96
3 year 6.2833.3215.7916.04
5 year 3.5426.0213.5
7 year 3.3315.6211.71
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY NEXT 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -12.4982.2631.0419.96
3 year 8.1528.117.9516.04
5 year 3.6742.3513.68
7 year -2.1419.4412.59
10 year 3.392313.41
12 year 1.8121.1813.31
15 year 7.3620.7813.11
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0619.96
3 year 9.0858.729.3116.04
5 year 3.674818.04
7 year 3.831.0314.14
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89

Rolling return for 1 year

- Average return: 19.96% - Median return: 23.7% - Average standard deviation: 4.06

Rolling return for 3 year

- Average return: 16.04% - Median return: 16.34% - Average standard deviation: 1.53

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,78,28778,2876.53
3 year36,00,00045,96,5029,96,5028.49

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.96.53
3 year 7.38.49
NIFTY NEXT 50
Duration Average return (%) Fund's return (%)
1 year 7.56.53
3 year 9.498.49
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.026.53
3 year 20.648.49

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,78,287 - Absolute Returns: ₹78,287 - CAGR: 6.53%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,96,502 - Absolute Returns: ₹9,96,502 - CAGR: 8.49%