Sundaram Consumption Fund Direct Growth

Scheme code: INF903J01NH5 NAV value: ₹ 100.4762 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.2148.3826.9929.45
3 year7.9528.8319.1421.23
5 year5.8926.3613.0915.79
7 year9.5118.5014.0614.27
10 year13.4919.1716.4516.08
12 year15.4717.4116.3816.41

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4326.99
3 year 6.2833.3215.5719.14
5 year 0.7426.0212.9113.09
7 year 3.3315.6211.6414.06
10 year 3.4917.2210.6516.45
12 year 3.0716.1710.816.38
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.926.99
3 year 6.5632.1215.6619.14
5 year 126.212.7513.09
7 year 3.815.4211.8414.06
10 year 3.81811.0916.45
12 year 3.6316.8611.1916.38
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6726.99
3 year 7.6833.371719.14
5 year 0.7127.6313.1513.09
7 year 3.7616.0112.0414.06
10 year 3.5616.9410.9416.45
12 year 3.3116.5410.9916.38
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7926.99
3 year 8.0434.4617.9819.14
5 year 0.6928.6413.5313.09
7 year 3.9716.4212.3514.06
10 year 3.5317.7211.2416.45
12 year 3.116.9711.2516.38
15 year 6.6816.9611.2

Rolling return for 1 year

- Average return: 26.99% - Median return: 28.05% - Average standard deviation: 4.93

Rolling return for 3 year

- Average return: 19.14% - Median return: 19.56% - Average standard deviation: 1.81

Rolling return for 5 year

- Average return: 13.09% - Median return: 12.18% - Average standard deviation: 0.99

Rolling return for 7 year

- Average return: 14.06% - Median return: 13.89% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 16.45% - Median return: 16.62% - Average standard deviation: 0.49

Rolling return for 12 year

- Average return: 16.38% - Median return: 16.38% - Average standard deviation: 0.49

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 year12,00,00013,17,3991,17,3999.79
3 year36,00,00047,84,96111,84,9619.95
5 year60,00,00086,58,88026,58,8807.61
7 year84,00,0001,36,36,89652,36,8967.17
10 year1,20,00,0002,68,13,9041,48,13,9048.37
12 year1,44,00,0003,91,46,2482,47,46,2488.69

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.839.79
3 year 7.359.95
5 year 7.287.61
7 year 6.367.17
10 year 5.938.37
12 year 6.098.69
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.799.79
3 year 7.519.95
5 year 7.257.61
7 year 6.387.17
10 year 6.158.37
12 year 6.38.69
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.269.79
3 year 8.259.95
5 year 7.647.61
7 year 6.587.17
10 year 6.218.37
12 year 6.368.69
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.479.79
3 year 8.749.95
5 year 7.977.61
7 year 6.787.17
10 year 6.438.37
12 year 6.578.69

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,17,399 - Absolute Returns: ₹1,17,399 - CAGR: 9.79%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,84,961 - Absolute Returns: ₹11,84,961 - CAGR: 9.95%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,58,880 - Absolute Returns: ₹26,58,880 - CAGR: 7.61%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,36,896 - Absolute Returns: ₹52,36,896 - CAGR: 7.17%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,68,13,904 - Absolute Returns: ₹1,48,13,904 - CAGR: 8.37%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,91,46,248 - Absolute Returns: ₹2,47,46,248 - CAGR: 8.69%