Sundaram Consumption Fund Direct Growth

Scheme code: INF903J01NH5 NAV value: ₹ 105.4131 NAV date: 20 December, 2024
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 21.29 48.38 34.51 41.58
3 year 16.38 24.71 20.22 21.61
5 year 14.21 24.11 18.06 21.88
7 year 11.90 16.21 13.75 16.93

Rolling return for 1 year

Average return: 34.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
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
33.18 32.14 37.71 27.8 3.52 32.71 01-2023 01-2024
28.2 27.23 33.52 22.16 4.03 27.78 12-2022 12-2023

Rolling return for 3 year

Average return: 20.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
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
20.29 19.04 21.64 17.72 1.45 19.67 01-2021 01-2024
21.08 20.4 22.73 18.78 1.42 20.75 12-2020 12-2023

Rolling return for 5 year

Average return: 18.06
Min Max Min-Max Max-Min Standard Deviation Mean From To
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
16.29 15.83 17.07 15.06 0.73 16.06 01-2019 01-2024
16.14 15.55 17.09 14.62 0.9 15.85 12-2018 12-2023

Rolling return for 7 year

Average return: 13.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
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
14.52 14.09 15.07 13.55 0.56 14.31 01-2017 01-2024
15.17 15.02 15.84 14.35 0.53 15.1 12-2016 12-2023