What is the 3-year rolling return of Sundaram Dynamic Asset Allocation Fund?

Across 446 overlapping 3-year holding periods between 3 January 2022 and 16 October 2026, the Direct plan of Sundaram Dynamic Asset Allocation Fund returned an average of 11.60% a year, with a median of 11.68%. The best 3-year stretch returned 15.86% a year and the worst returned 7.22%.

Has Sundaram Dynamic Asset Allocation Fund ever lost money over 3 years?

No. Every one of the 446 3-year holding periods in this fund's history ended in profit. The weakest returned 7.22% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Sundaram Dynamic Asset Allocation Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 11.60% a year on the Direct plan against 9.98% on the Regular plan, a difference of 1.62% a year.

What is the 1-year rolling return of Sundaram Dynamic Asset Allocation Fund?

Across 937 overlapping 1-year holding periods between 3 January 2022 and 16 October 2026, the Direct plan of Sundaram Dynamic Asset Allocation Fund returned an average of 10.68% a year, with a median of 9.38%. The best 1-year stretch returned 27.62% a year and the worst returned -4.28%.

Sundaram Mutual Fund

Sundaram Dynamic Asset Allocation Fund — rolling returns

Balanced Advantage · NAV data as of 16 October 2026

1,180 daily NAV records since 3 January 2022

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 446 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

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Direct plan · showing data from 3 January 2022 to 16 October 2026

This range is too short for a 5-year holding period. It needs at least 5 years of NAV data; the selected range covers 3 January 2022 to 16 October 2026. Pick a shorter period or widen the range.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Sundaram Dynamic Asset Allocation Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	10.68%	11.60%	—	—	—
Median	9.38%	11.68%	—	—	—
Minimum	-4.28%	7.22%	—	—	—
Maximum	27.62%	15.86%	—	—	—
Std deviation	7.78%	1.79%	—	—	—
Consistency
Above 0%	94.77%	100.00%	—	—	—
Above 8%	56.56%	96.41%	—	—	—
Above 12%	34.69%	41.26%	—	—	—
Above 15%	29.24%	4.26%	—	—	—
Coverage
Windows computed	937	446	—	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share.

5-year rolling returns for Sundaram Dynamic Asset Allocation Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	—	—
Best window	—	—
Worst window	—	—
Windows computed	—	—

Common questions about Sundaram Dynamic Asset Allocation Fund

What is the 3-year rolling return of Sundaram Dynamic Asset Allocation Fund?: Across 446 overlapping 3-year holding periods between 3 January 2022 and 16 October 2026, the Direct plan of Sundaram Dynamic Asset Allocation Fund returned an average of 11.60% a year, with a median of 11.68%. The best 3-year stretch returned 15.86% a year and the worst returned 7.22%.
Has Sundaram Dynamic Asset Allocation Fund ever lost money over 3 years?: No. Every one of the 446 3-year holding periods in this fund's history ended in profit. The weakest returned 7.22% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Sundaram Dynamic Asset Allocation Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 11.60% a year on the Direct plan against 9.98% on the Regular plan, a difference of 1.62% a year.
What is the 1-year rolling return of Sundaram Dynamic Asset Allocation Fund?: Across 937 overlapping 1-year holding periods between 3 January 2022 and 16 October 2026, the Direct plan of Sundaram Dynamic Asset Allocation Fund returned an average of 10.68% a year, with a median of 9.38%. The best 1-year stretch returned 27.62% a year and the worst returned -4.28%.

Compare with other funds

Other Balanced Advantage funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.