Sundaram Equity Savings Fund Direct Growth

Scheme code: INF173K01GZ9 NAV value: ₹ 78.2427 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year7.1524.0616.7313.21
3 year10.8113.8311.999.93

Rolling return for 1 year

- Average return: 16.73% - Median return: 17.91% - Average standard deviation: 1.91

Rolling return for 3 year

- Average return: 11.99% - Median return: 11.92% - Average standard deviation: 0.68

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 year12,00,00012,76,75376,7536.40
3 year36,00,00043,25,0397,25,0396.31

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,753 - Absolute Returns: ₹76,753 - CAGR: 6.4%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,25,039 - Absolute Returns: ₹7,25,039 - CAGR: 6.31%