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 year	6.21	48.38	26.99	29.45
3 year	7.95	28.83	19.14	21.23
5 year	5.89	26.36	13.09	15.79
7 year	9.51	18.50	14.06	14.27
10 year	13.49	19.17	16.45	16.08
12 year	15.47	17.41	16.38	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	26.99
3 year	6.28	33.32	15.79	19.14
5 year	3.54	26.02	13.5	13.09
7 year	3.33	15.62	11.71	14.06
10 year	3.49	17.22	10.6	16.45
12 year	3.07	16.17	10.84	16.38
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	26.99
3 year	6.56	32.12	15.89	19.14
5 year	3.67	26.2	13.34	13.09
7 year	3.8	15.42	11.89	14.06
10 year	3.8	18	11.04	16.45
12 year	3.63	16.86	11.23	16.38
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	26.99
3 year	7.68	33.37	17.29	19.14
5 year	3.4	27.63	13.8	13.09
7 year	3.76	16.01	12.11	14.06
10 year	3.56	16.94	10.91	16.45
12 year	3.31	16.54	11.04	16.38
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	26.99
3 year	8.04	34.46	18.27	19.14
5 year	3.37	28.64	14.21	13.09
7 year	3.97	16.42	12.41	14.06
10 year	3.53	17.72	11.22	16.45
12 year	3.1	16.97	11.31	16.38
15 year	6.68	16.96	11.22

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 year	12,00,000	13,17,399	1,17,399	9.79
3 year	36,00,000	47,84,961	11,84,961	9.95
5 year	60,00,000	86,58,880	26,58,880	7.61
7 year	84,00,000	1,36,36,896	52,36,896	7.17
10 year	1,20,00,000	2,68,13,904	1,48,13,904	8.37
12 year	1,44,00,000	3,91,46,248	2,47,46,248	8.69

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.97	9.79
3 year	7.31	9.95
5 year	7.48	7.61
7 year	6.39	7.17
10 year	5.96	8.37
12 year	6.11	8.69

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	5.27	9.79
3 year	7.48	9.95
5 year	7.46	7.61
7 year	6.41	7.17
10 year	6.17	8.37
12 year	6.32	8.69

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	5.62	9.79
3 year	8.24	9.95
5 year	7.88	7.61
7 year	6.62	7.17
10 year	6.24	8.37
12 year	6.38	8.69

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.67	9.79
3 year	8.72	9.95
5 year	8.23	7.61
7 year	6.82	7.17
10 year	6.47	8.37
12 year	6.6	8.69

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%