Sundaram Multi Cap Fund Direct Growth

Scheme code: INF173K01FQ0 NAV value: ₹ 387.0308 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 17.87 50.87 37.52 41.54
3 year 15.07 17.83 16.45 23.33

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 37.52
3 year 7.63 16.87 13.32 16.45
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 37.52
3 year 7.94 17.89 14.14 16.45
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 37.52
3 year 9.26 19.51 15.7 16.45
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 37.52
3 year 9.84 20.48 16.73 16.45
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 37.52
10 year 4.92 20.34 12.6
NIFTY500 MULTICAP MOMENTUM QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -1.18 85.86 57.74 37.52
3 year 10.54 32.17 24.37 16.45
5 year 21.59 32.27 27.43
7 year 16.05 24.56 21.68
10 year 16.29 24.67 21.67

Rolling return for 1 year

Average return: 37.52%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.41 17.87 22.41 17.87 2.27 20.14 01-2024 01-2025
26.58 24.19 32.04 19.05 4.67 25.46 12-2023 12-2024
34.47 31.07 41.73 24.36 6.26 32.91 11-2023 11-2024
40.16 43.15 50.87 32.99 6.41 41.79 10-2023 10-2024
40.97 42.16 47.25 36.09 3.97 41.62 09-2023 09-2024
38.08 42.88 46.53 34.64 4.53 40.53 08-2023 08-2024
44.41 43.52 49.69 38.46 3.98 44.02 07-2023 07-2024
36.57 43.76 50.49 30.46 7.53 40.32 06-2023 06-2024
39.57 43.55 48.93 34.53 5.28 41.64 05-2023 05-2024
42.42 43.23 47.91 37.91 3.55 42.87 04-2023 04-2024
39.81 39.74 46.73 33.15 4.8 39.86 03-2023 03-2024
38.66 39.38 43.21 34.96 2.93 39.05 02-2023 02-2024

Rolling return for 3 year

Average return: 16.45%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.83 15.07 17.83 15.07 1.38 16.45 01-2022 01-2025