Sundaram Consumption Fund Direct Growth

Scheme code: INF903J01NH5 NAV value: ₹ 100.4279 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 19.40 48.38 33.39 39.94
3 year 16.38 24.71 20.32 21.06
5 year 14.21 24.11 18.61 22.34
7 year 11.90 16.21 13.49 16.74
10 year 14.98 18.41 16.73 16.53

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 33.39
3 year 7.63 16.87 13.32 20.32
5 year 12.6 19.62 15.37 18.61
7 year 10.81 15.2 13.42 13.49
10 year 9.81 13.99 12.12 16.73
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 33.39
3 year 7.94 17.89 14.14 20.32
5 year 13.28 20.23 15.93 18.61
7 year 10.62 15.28 13.42 13.49
10 year 10.08 14.47 12.61 16.73
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 33.39
3 year 9.26 19.51 15.7 20.32
5 year 14.45 21.69 17.28 18.61
7 year 11.07 15.88 13.98 13.49
10 year 10.64 15.2 13.25 16.73
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 33.39
3 year 9.84 20.48 16.73 20.32
5 year 15.2 22.82 18.38 18.61
7 year 11.31 16.28 14.37 13.49
10 year 11.16 15.89 13.85 16.73
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 33.39
10 year 4.92 20.34 12.6 16.73

Rolling return for 1 year

Average return: 33.39%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.44 21.32 25.44 21.32 2.06 23.38 01-2024 01-2025
24.35 23.03 28.13 19.4 3.12 23.73 12-2023 12-2024
29.28 25.92 34.21 21.29 4.72 27.67 11-2023 11-2024
33.16 40.6 46.72 27.6 7.26 37.02 10-2023 10-2024
38.91 44.85 48.38 35.61 4.98 41.94 09-2023 09-2024
36.95 38.69 45.41 30.63 5.26 37.92 08-2023 08-2024
34.46 38.44 43 30.17 4.75 36.52 07-2023 07-2024
29.35 33.85 40.58 23.15 6.37 31.73 06-2023 06-2024
34.54 33.48 40.37 27.94 4.41 34.08 05-2023 05-2024
37.65 37.03 41.99 32.84 3.24 37.38 04-2023 04-2024
35.3 35.71 40.76 30.45 3.65 35.55 03-2023 03-2024
34.13 33.41 37.86 29.81 2.86 33.8 02-2023 02-2024

Rolling return for 3 year

Average return: 20.32%
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.74 19.07 21.74 19.07 1.33 20.4 01-2022 01-2025
21.83 20.57 23.06 19.37 1.38 21.21 12-2021 12-2024
19.76 18.2 21.26 16.74 1.69 18.99 11-2021 11-2024
19.55 21.48 23.48 17.62 2.18 20.53 10-2021 10-2024
22 23.5 24.71 20.81 1.48 22.76 09-2021 09-2024
21.51 21.99 23.96 19.58 1.56 21.76 08-2021 08-2024
20.55 21.88 23.05 19.4 1.37 21.22 07-2021 07-2024
18.71 20.2 22.05 16.91 1.89 19.47 06-2021 06-2024
20.58 19.77 22.3 18.09 1.52 20.18 05-2021 05-2024
20.63 20.02 21.89 18.79 1.12 20.33 04-2021 04-2024
18.66 17.92 20.24 16.38 1.39 18.3 03-2021 03-2024
19.2 18.2 20.29 17.12 1.18 18.7 02-2021 02-2024

Rolling return for 5 year

Average return: 18.61%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.89 18.19 19.89 18.19 0.85 19.04 01-2020 01-2025
19.33 19.66 20.05 18.94 0.41 19.49 12-2019 12-2024
18.75 19.15 19.64 18.26 0.51 18.95 11-2019 11-2024
20.26 21.09 22.62 18.76 1.4 20.68 10-2019 10-2024
22.48 21.85 24.11 20.25 1.38 22.17 09-2019 09-2024
21.32 21.86 22.78 20.4 0.86 21.59 08-2019 08-2024
20.22 19.63 21.71 18.17 1.27 19.93 07-2019 07-2024
16.69 17.6 18.65 15.66 1.11 17.15 06-2019 06-2024
17.16 16.3 18.16 15.32 1.05 16.74 05-2019 05-2024
15.48 15.69 16.2 14.97 0.44 15.58 04-2019 04-2024
15.54 15.12 16.46 14.21 0.81 15.33 03-2019 03-2024
16.84 16.45 17.48 15.81 0.61 16.64 02-2019 02-2024

Rolling return for 7 year

Average return: 13.49%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.31 12.69 13.31 12.69 0.31 13 01-2018 01-2025
13.41 13.06 13.9 12.58 0.48 13.24 12-2017 12-2024
13.22 13.33 13.83 12.73 0.39 13.28 11-2017 11-2024
14.13 14.74 15.73 13.16 0.93 14.44 10-2017 10-2024
15.12 15.27 16.21 14.19 0.72 15.2 09-2017 09-2024
14.2 14.44 15.18 13.47 0.61 14.32 08-2017 08-2024
13.5 14.05 14.5 13.05 0.55 13.77 07-2017 07-2024
12.45 13.39 13.8 12.05 0.7 12.92 06-2017 06-2024
12.72 12.58 13.41 11.9 0.54 12.65 05-2017 05-2024
12.87 12.63 13.37 12.13 0.45 12.75 04-2017 04-2024
13.01 12.86 13.65 12.23 0.5 12.94 03-2017 03-2024
13.31 13.39 13.76 12.95 0.29 13.35 02-2017 02-2024

Rolling return for 10 year

Average return: 16.73%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.74 14.98 15.74 14.98 0.38 15.36 01-2015 01-2025
16.06 15.6 16.4 15.25 0.44 15.83 12-2014 12-2024
15.68 15.55 16.11 15.12 0.35 15.62 11-2014 11-2024
16.71 17.08 17.84 15.95 0.68 16.9 10-2014 10-2024
16.99 17.22 17.76 16.45 0.47 17.1 09-2014 09-2024
17.11 17.07 17.81 16.37 0.51 17.09 08-2014 08-2024
17.02 16.93 17.75 16.21 0.55 16.98 07-2014 07-2024
16.09 16.46 17.06 15.49 0.57 16.27 06-2014 06-2024
17.38 16.43 17.88 15.93 0.77 16.9 05-2014 05-2024
17.27 17.33 17.64 16.97 0.24 17.3 04-2014 04-2024
17.53 17.22 18 16.76 0.45 17.38 03-2014 03-2024
18.09 17.96 18.41 17.63 0.28 18.02 02-2014 02-2024