Sundaram Conservative Hybrid Fund Direct Growth

Scheme code: INF903J01OP6 NAV value: ₹ 32.1477 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Conservative Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.7015.6310.6812.82
3 year5.5713.059.169.27
5 year4.3711.847.218.22
7 year6.409.767.828.59
10 year7.509.818.789.25
12 year8.398.868.609.44

Rolling return for 1 year

- Average return: 10.68% - Median return: 11.02% - Average standard deviation: 1.2

Rolling return for 3 year

- Average return: 9.16% - Median return: 9.36% - Average standard deviation: 0.5

Rolling return for 5 year

- Average return: 7.21% - Median return: 7.02% - Average standard deviation: 0.28

Rolling return for 7 year

- Average return: 7.82% - Median return: 7.58% - Average standard deviation: 0.22

Rolling return for 10 year

- Average return: 8.78% - Median return: 8.75% - Average standard deviation: 0.16

Rolling return for 12 year

- Average return: 8.6% - Median return: 8.59% - Average standard deviation: 0.14

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 year12,00,00012,53,69153,6914.48
3 year36,00,00041,02,6775,02,6774.45
5 year60,00,00072,53,62412,53,6243.87
7 year84,00,0001,09,13,70225,13,7023.81
10 year1,20,00,0001,80,90,42660,90,4264.19
12 year1,44,00,0002,39,85,31095,85,3104.34

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,53,691 - Absolute Returns: ₹53,691 - CAGR: 4.48%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,02,677 - Absolute Returns: ₹5,02,677 - CAGR: 4.45%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,53,624 - Absolute Returns: ₹12,53,624 - CAGR: 3.87%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,09,13,702 - Absolute Returns: ₹25,13,702 - CAGR: 3.81%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,80,90,426 - Absolute Returns: ₹60,90,426 - CAGR: 4.19%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,39,85,310 - Absolute Returns: ₹95,85,310 - CAGR: 4.34%