Sundaram Conservative Hybrid Fund Direct Growth

Scheme code: INF903J01OP6 NAV value: ₹ 31.4628 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Conservative Hybrid Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 6.99 15.63 11.62 13.67
3 year 7.14 10.71 9.32 9.23
5 year 7.29 10.73 8.68 9.47
7 year 6.89 7.80 7.29 8.23

Rolling return for 1 year

Average return: 11.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.15 11.6 14.22 10.56 1.41 12.38 11-2023 11-2024
14.09 14.25 15.63 12.72 1.03 14.17 10-2023 10-2024
12.23 13.71 14.86 11.1 1.43 12.98 09-2023 09-2024
11.45 12.43 13.1 10.79 0.89 11.94 08-2023 08-2024
11.83 11.75 13.18 10.42 0.98 11.8 07-2023 07-2024
9.44 11.81 12.87 8.42 1.78 10.64 06-2023 06-2024
10.29 10.66 12.07 8.9 1.13 10.48 05-2023 05-2024
11.4 10.94 12.59 9.77 1.01 11.18 04-2023 04-2024
12.83 12.61 13.63 11.81 0.65 12.72 03-2023 03-2024
11.63 12.07 12.99 10.72 0.82 11.85 02-2023 02-2024
10.41 10.78 11.7 9.5 0.79 10.6 01-2023 01-2024
8.11 9.34 10.48 6.99 1.31 8.73 12-2022 12-2023

Rolling return for 3 year

Average return: 9.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.54 7.48 7.88 7.14 0.26 7.51 11-2021 11-2024
7.66 7.81 8.15 7.33 0.29 7.74 10-2021 10-2024
9.86 8.24 10.71 7.41 1.3 9.06 09-2021 09-2024
9.88 9.9 10.42 9.36 0.37 9.89 08-2021 08-2024
10.04 10.2 10.48 9.76 0.26 10.12 07-2021 07-2024
9.21 10.02 10.34 8.9 0.58 9.62 06-2021 06-2024
9.67 9.59 10.25 9.01 0.44 9.63 05-2021 05-2024
9.79 9.73 10.18 9.34 0.3 9.76 04-2021 04-2024
9.94 9.78 10.2 9.52 0.25 9.86 03-2021 03-2024
9.64 9.51 10.08 9.07 0.36 9.57 02-2021 02-2024
9.6 9.52 10.02 9.1 0.33 9.56 01-2021 01-2024
9.43 9.65 10.22 8.86 0.49 9.54 12-2020 12-2023

Rolling return for 5 year

Average return: 8.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.39 9.3 9.59 9.09 0.18 9.34 11-2019 11-2024
10.05 9.75 10.34 9.46 0.33 9.9 10-2019 10-2024
10.22 10.22 10.73 9.71 0.36 10.22 09-2019 09-2024
9.96 9.69 10.29 9.37 0.34 9.83 08-2019 08-2024
9.36 9.47 9.63 9.21 0.15 9.42 07-2019 07-2024
8.78 7.99 9.46 7.33 0.8 8.39 06-2019 06-2024
7.85 7.65 8.19 7.31 0.32 7.75 05-2019 05-2024
7.64 7.74 7.87 7.51 0.13 7.69 04-2019 04-2024
8.12 7.76 8.27 7.61 0.27 7.94 03-2019 03-2024
8.13 8.15 8.39 7.89 0.18 8.14 02-2019 02-2024
7.79 7.85 8.04 7.6 0.16 7.82 01-2019 01-2024
7.78 7.75 8.25 7.29 0.34 7.77 12-2018 12-2023

Rolling return for 7 year

Average return: 7.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.21 7.07 7.35 6.92 0.16 7.14 11-2017 11-2024
7.41 7.28 7.62 7.08 0.2 7.35 10-2017 10-2024
7.44 7.57 7.8 7.21 0.21 7.51 09-2017 09-2024
7.37 7.39 7.6 7.16 0.16 7.38 08-2017 08-2024
7.39 7.23 7.57 7.05 0.19 7.31 07-2017 07-2024
7.03 7.36 7.5 6.89 0.25 7.2 06-2017 06-2024
7.17 7.23 7.41 6.98 0.15 7.2 05-2017 05-2024
7.26 7.06 7.43 6.9 0.2 7.16 04-2017 04-2024
7.5 7.39 7.6 7.28 0.12 7.44 03-2017 03-2024
7.26 7.29 7.44 7.1 0.12 7.27 02-2017 02-2024
7.29 7.23 7.47 7.06 0.15 7.26 01-2017 01-2024
7.23 7.31 7.57 6.98 0.21 7.27 12-2016 12-2023