Rolling Returns Calculator

Sundaram Mutual Fund

Sundaram Large and Midcap Fund — rolling returns

Large & Mid Cap · NAV data as of

3,389 daily NAV records since 8 January 2013

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 — 2,162 separate five-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.

Plan
Holding period
Compare against

Direct plan · showing data from 8 January 2013 to 16 October 2026

Average rolling return

16.21%

Windows computed

2,162

Median return

16.43%

Standard deviation

4.52%

Best 5-year window

28.60%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

1.72%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,162 of 2,162)
Above 8%
95.1% (2,056 of 2,162)
Above 12%
83.4% (1,804 of 2,162)
Above 15%
59.0% (1,275 of 2,162)

Each point is one 5-year holding period, plotted against the date it began. Showing 434 of 2,162 windows.

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 Large and Midcap Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average18.50%16.55%16.21%15.56%16.28%
Median13.94%16.59%16.43%15.64%15.90%
Minimum-27.69%-3.71%1.72%10.09%13.05%
Maximum88.76%31.68%28.60%19.14%19.00%
Std deviation19.95%5.56%4.52%1.45%1.33%
Consistency
Above 0%86.30%98.64%100.00%100.00%100.00%
Above 8%62.08%91.98%95.10%100.00%100.00%
Above 12%54.16%87.38%83.44%97.42%100.00%
Above 15%47.33%66.44%58.97%70.19%84.71%
Coverage
Windows computed3,1462,6552,1621,667929

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. Over this history the Direct plan averaged 1.18% a year more than Regular.

This fund's Regular plan has NAV going back to 5 March 2007, but its Direct plan only began on 8 January 2013. The 1,428 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Sundaram Large and Midcap Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average16.21%15.03%
Best window28.60%from 23 Mar 202027.09%from 23 Mar 2020
Worst window1.72%from 23 Mar 20150.90%from 23 Mar 2015
Windows computed2,1622,162

Common questions about Sundaram Large and Midcap Fund

What is the 5-year rolling return of Sundaram Large and Midcap Fund?
Across 2,162 overlapping 5-year holding periods between 8 January 2013 and 16 October 2026, the Direct plan of Sundaram Large and Midcap Fund returned an average of 16.21% a year, with a median of 16.43%. The best 5-year stretch returned 28.60% a year and the worst returned 1.72%.
Has Sundaram Large and Midcap Fund ever lost money over 5 years?
No. Every one of the 2,162 5-year holding periods in this fund's history ended in profit. The weakest returned 1.72% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Sundaram Large and Midcap 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, 5-year rolling returns averaged 16.21% a year on the Direct plan against 15.03% on the Regular plan, a difference of 1.18% a year.
What is the 1-year rolling return of Sundaram Large and Midcap Fund?
Across 3,146 overlapping 1-year holding periods between 8 January 2013 and 16 October 2026, the Direct plan of Sundaram Large and Midcap Fund returned an average of 18.50% a year, with a median of 13.94%. The best 1-year stretch returned 88.76% a year and the worst returned -27.69%.
What is the 3-year rolling return of Sundaram Large and Midcap Fund?
Across 2,655 overlapping 3-year holding periods between 8 January 2013 and 16 October 2026, the Direct plan of Sundaram Large and Midcap Fund returned an average of 16.55% a year, with a median of 16.59%. The best 3-year stretch returned 31.68% a year and the worst returned -3.71%.
What is the 7-year rolling return of Sundaram Large and Midcap Fund?
Across 1,667 overlapping 7-year holding periods between 8 January 2013 and 16 October 2026, the Direct plan of Sundaram Large and Midcap Fund returned an average of 15.56% a year, with a median of 15.64%. The best 7-year stretch returned 19.14% a year and the worst returned 10.09%.
What is the 10-year rolling return of Sundaram Large and Midcap Fund?
Across 929 overlapping 10-year holding periods between 8 January 2013 and 16 October 2026, the Direct plan of Sundaram Large and Midcap Fund returned an average of 16.28% a year, with a median of 15.90%. The best 10-year stretch returned 19.00% a year and the worst returned 13.05%.

Compare with other funds

Other Large & Mid Cap 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.