Sundaram Consumption Fund Direct Growth

Scheme code: INF903J01NH5 NAV value: ₹ 104.1031 NAV date: 7 May, 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 -4.5637.5315.5126.99
3 year 6.2833.3215.7919.14
5 year 3.5426.0213.513.09
7 year 3.3315.6211.7114.06
10 year 3.4917.2210.616.45
12 year 3.0716.1710.8416.38
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0626.99
3 year 9.0858.729.3119.14
5 year 3.674818.0413.09
7 year 3.831.0314.1414.06
10 year 3.828.9312.3916.45
12 year 3.6326.6512.5916.38
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7626.99
3 year 7.6833.3717.0919.14
5 year 2.3527.6313.5113.09
7 year 3.7616.0112.0714.06
10 year 3.5616.9410.9216.45
12 year 3.3116.5411.0116.38
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6826.99
3 year 8.0434.4618.2619.14
5 year 3.3728.6414.2113.09
7 year 3.9716.4212.4114.06
10 year 3.5317.7211.2216.45
12 year 3.116.9711.3116.38
15 year 6.6816.9611.22

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 4.99.79
3 year 7.39.95
5 year 7.487.61
7 year 6.397.17
10 year 5.958.37
12 year 6.118.69
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.79
3 year 20.649.95
5 year 137.61
7 year 9.487.17
10 year 7.998.37
12 year 8.128.69
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.79
3 year 8.229.95
5 year 7.777.61
7 year 6.67.17
10 year 6.238.37
12 year 6.378.69
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.589.79
3 year 8.719.95
5 year 8.227.61
7 year 6.827.17
10 year 6.478.37
12 year 6.68.69

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%