Sundaram Services Fund Direct Growth

Scheme code: INF903JA1FA2 NAV value: ₹ 33.5331 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	6.60	42.87	25.00	29.45
3 year	12.94	38.51	23.43	21.23
5 year	18.17	32.30	23.43	15.79

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	25
3 year	6.28	33.32	15.57	23.43
5 year	0.74	26.02	12.91	23.43
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	25
3 year	6.56	32.12	15.66	23.43
5 year	1	26.2	12.75	23.43
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	25
3 year	7.68	33.37	17	23.43
5 year	0.71	27.63	13.15	23.43
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	25
3 year	8.04	34.46	17.98	23.43
5 year	0.69	28.64	13.53	23.43
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 25% - Median return: 26.26% - Average standard deviation: 4.57

- Average return: 23.43% - Median return: 22.64% - Average standard deviation: 2.01

- Average return: 23.43% - Median return: 23.11% - Average standard deviation: 1.14

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 year	12,00,000	13,10,677	1,10,677	9.23
3 year	36,00,000	49,24,695	13,24,695	11.01
5 year	60,00,000	1,08,16,015	48,16,015	12.51

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,10,677 - Absolute Returns: ₹1,10,677 - CAGR: 9.23%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,24,695 - Absolute Returns: ₹13,24,695 - CAGR: 11.01%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,08,16,015 - Absolute Returns: ₹48,16,015 - CAGR: 12.51%