Sundaram Medium Duration Fund Direct Growth

Scheme code: INF903J01PO6 NAV value: ₹ 74.4019 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 4.65 8.51 6.79 7.69
3 year 3.88 5.10 4.51 6.44
5 year 4.78 5.59 5.11 6.31
7 year 5.35 5.91 5.60 6.48
10 year 6.12 7.14 6.74 7.83

Rolling return for 1 year

Average return: 6.79%
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.23 6.51 7.23 6.51 0.36 6.87 01-2024 01-2025
7.94 7.16 8.24 6.87 0.56 7.55 12-2023 12-2024
7.94 7.65 8.51 7.08 0.52 7.8 11-2023 11-2024
7.99 7.9 8.4 7.5 0.32 7.95 10-2023 10-2024
7.05 7.67 8.04 6.69 0.53 7.36 09-2023 09-2024
6.81 7 7.49 6.32 0.42 6.9 08-2023 08-2024
6.14 6.53 7.03 5.64 0.51 6.34 07-2023 07-2024
5.45 5.95 6.14 5.26 0.36 5.7 06-2023 06-2024
5.49 5.57 6.41 4.65 0.62 5.53 05-2023 05-2024
6.25 5.39 6.52 5.12 0.58 5.82 04-2023 04-2024
7.17 6.56 7.73 6 0.65 6.86 03-2023 03-2024
6.7 6.81 7.2 6.32 0.31 6.76 02-2023 02-2024

Rolling return for 3 year

Average return: 4.51%
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.1 5.01 5.1 5.01 0.04 5.06 01-2022 01-2025
4.95 4.95 5.05 4.86 0.07 4.95 12-2021 12-2024
4.8 4.84 4.99 4.66 0.12 4.82 11-2021 11-2024
4.67 4.74 4.8 4.61 0.07 4.7 10-2021 10-2024
4.49 4.65 4.81 4.33 0.18 4.57 09-2021 09-2024
4.54 4.52 4.77 4.3 0.17 4.53 08-2021 08-2024
4.47 4.52 4.76 4.23 0.19 4.49 07-2021 07-2024
4.19 4.25 4.42 4.02 0.14 4.22 06-2021 06-2024
4.03 4.18 4.34 3.88 0.17 4.11 05-2021 05-2024
4.13 4.02 4.22 3.93 0.11 4.07 04-2021 04-2024
4.43 4.32 4.61 4.14 0.17 4.38 03-2021 03-2024
4.21 4.21 4.37 4.05 0.11 4.21 02-2021 02-2024

Rolling return for 5 year

Average return: 5.11%
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.98 4.82 4.98 4.82 0.08 4.9 01-2020 01-2025
5.11 5.01 5.17 4.95 0.09 5.06 12-2019 12-2024
5 4.94 5.11 4.83 0.1 4.97 11-2019 11-2024
5.08 4.99 5.15 4.91 0.09 5.03 10-2019 10-2024
5.01 5.11 5.21 4.92 0.11 5.06 09-2019 09-2024
4.96 4.97 5.1 4.83 0.1 4.96 08-2019 08-2024
5.14 4.96 5.32 4.78 0.2 5.05 07-2019 07-2024
5.12 5.1 5.25 4.96 0.1 5.11 06-2019 06-2024
5.27 5.14 5.45 4.95 0.18 5.2 05-2019 05-2024
5.21 5.17 5.26 5.11 0.05 5.19 04-2019 04-2024
5.45 5.25 5.56 5.14 0.16 5.35 03-2019 03-2024
5.5 5.43 5.59 5.33 0.1 5.46 02-2019 02-2024

Rolling return for 7 year

Average return: 5.60%
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.69 5.63 5.69 5.63 0.03 5.66 01-2018 01-2025
5.67 5.66 5.71 5.62 0.03 5.66 12-2017 12-2024
5.57 5.59 5.65 5.52 0.05 5.58 11-2017 11-2024
5.54 5.53 5.6 5.47 0.05 5.54 10-2017 10-2024
5.47 5.57 5.6 5.44 0.07 5.52 09-2017 09-2024
5.47 5.47 5.57 5.37 0.07 5.47 08-2017 08-2024
5.52 5.47 5.65 5.35 0.11 5.5 07-2017 07-2024
5.58 5.49 5.68 5.39 0.11 5.54 06-2017 06-2024
5.66 5.63 5.79 5.5 0.1 5.64 05-2017 05-2024
5.68 5.62 5.72 5.59 0.05 5.65 04-2017 04-2024
5.83 5.7 5.91 5.62 0.11 5.76 03-2017 03-2024
5.77 5.57 5.84 5.5 0.14 5.67 02-2017 02-2024

Rolling return for 10 year

Average return: 6.74%
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.38 6.12 6.38 6.12 0.13 6.25 01-2015 01-2025
6.47 6.32 6.5 6.29 0.09 6.4 12-2014 12-2024
6.57 6.47 6.63 6.42 0.08 6.52 11-2014 11-2024
6.79 6.6 6.83 6.55 0.12 6.69 10-2014 10-2024
6.82 6.81 6.92 6.71 0.07 6.82 09-2014 09-2024
6.85 6.81 6.92 6.74 0.07 6.83 08-2014 08-2024
6.78 6.77 6.87 6.68 0.07 6.78 07-2014 07-2024
6.77 6.72 6.84 6.65 0.07 6.74 06-2014 06-2024
6.89 6.79 6.98 6.7 0.11 6.84 05-2014 05-2024
7.03 6.89 7.06 6.86 0.09 6.96 04-2014 04-2024
7.09 6.99 7.14 6.93 0.08 7.04 03-2014 03-2024
7.06 7.02 7.11 6.97 0.05 7.04 02-2014 02-2024