What is the 5-year rolling return of Sundaram Large Cap Fund?

Across 255 overlapping 5-year holding periods between 12 October 2020 and 16 October 2026, the Direct plan of Sundaram Large Cap Fund returned an average of 12.19% a year, with a median of 11.74%. The best 5-year stretch returned 18.65% a year and the worst returned 6.49%.

Has Sundaram Large Cap Fund ever lost money over 5 years?

No. Every one of the 255 5-year holding periods in this fund's history ended in profit. The weakest returned 6.49% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Sundaram Large Cap 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 12.19% a year on the Direct plan against 10.63% on the Regular plan, a difference of 1.56% a year.

What is the 1-year rolling return of Sundaram Large Cap Fund?

Across 1,239 overlapping 1-year holding periods between 12 October 2020 and 16 October 2026, the Direct plan of Sundaram Large Cap Fund returned an average of 12.91% a year, with a median of 8.90%. The best 1-year stretch returned 58.98% a year and the worst returned -6.83%.

What is the 3-year rolling return of Sundaram Large Cap Fund?

Across 748 overlapping 3-year holding periods between 12 October 2020 and 16 October 2026, the Direct plan of Sundaram Large Cap Fund returned an average of 14.31% a year, with a median of 14.08%. The best 3-year stretch returned 21.70% a year and the worst returned 6.17%.

Sundaram Mutual Fund

Sundaram Large Cap Fund — rolling returns

Large Cap · NAV data as of 16 October 2026

1,482 daily NAV records since 12 October 2020

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 — 255 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

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 12 October 2020 to 16 October 2026

Average rolling return

12.19%

Windows computed

255

Median return

11.74%

Standard deviation

3.13%

Best 5-year window

18.65%a year

Invested 29 Oct 2020 · exited 29 Oct 2025

Worst 5-year window

6.49%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (255 of 255)
Above 8%: 88.6% (226 of 255)
Above 12%: 47.1% (120 of 255)
Above 15%: 22.4% (57 of 255)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 52 of 255 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 Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	12.91%	14.31%	12.19%	—	—
Median	8.90%	14.08%	11.74%	—	—
Minimum	-6.83%	6.17%	6.49%	—	—
Maximum	58.98%	21.70%	18.65%	—	—
Std deviation	13.06%	3.30%	3.13%	—	—
Consistency
Above 0%	85.47%	100.00%	100.00%	—	—
Above 8%	52.95%	96.12%	88.63%	—	—
Above 12%	42.62%	79.01%	47.06%	—	—
Above 15%	36.97%	40.11%	22.35%	—	—
Coverage
Windows computed	1,239	748	255	—	—

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 1.56% a year more than Regular.

5-year rolling returns for Sundaram Large Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	12.19%	10.63%
Best window	18.65%from 29 Oct 2020	16.92%from 29 Oct 2020
Worst window	6.49%from 14 Oct 2021	5.09%from 14 Oct 2021
Windows computed	255	255

Common questions about Sundaram Large Cap Fund

What is the 5-year rolling return of Sundaram Large Cap Fund?: Across 255 overlapping 5-year holding periods between 12 October 2020 and 16 October 2026, the Direct plan of Sundaram Large Cap Fund returned an average of 12.19% a year, with a median of 11.74%. The best 5-year stretch returned 18.65% a year and the worst returned 6.49%.
Has Sundaram Large Cap Fund ever lost money over 5 years?: No. Every one of the 255 5-year holding periods in this fund's history ended in profit. The weakest returned 6.49% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Sundaram Large Cap 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 12.19% a year on the Direct plan against 10.63% on the Regular plan, a difference of 1.56% a year.
What is the 1-year rolling return of Sundaram Large Cap Fund?: Across 1,239 overlapping 1-year holding periods between 12 October 2020 and 16 October 2026, the Direct plan of Sundaram Large Cap Fund returned an average of 12.91% a year, with a median of 8.90%. The best 1-year stretch returned 58.98% a year and the worst returned -6.83%.
What is the 3-year rolling return of Sundaram Large Cap Fund?: Across 748 overlapping 3-year holding periods between 12 October 2020 and 16 October 2026, the Direct plan of Sundaram Large Cap Fund returned an average of 14.31% a year, with a median of 14.08%. The best 3-year stretch returned 21.70% a year and the worst returned 6.17%.

Compare with other funds

Other Large 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.