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

Across 757 overlapping 5-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 22.34% a year, with a median of 22.84%. The best 5-year stretch returned 31.96% a year and the worst returned 11.11%.

Has Sundaram Services Fund ever lost money over 5 years?

No. Every one of the 757 5-year holding periods in this fund's history ended in profit. The weakest returned 11.11% 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 Services 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 22.34% a year on the Direct plan against 20.85% on the Regular plan, a difference of 1.49% a year.

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

Across 1,739 overlapping 1-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 21.61% a year, with a median of 16.69%. The best 1-year stretch returned 91.21% a year and the worst returned -19.10%.

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

Across 1,249 overlapping 3-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 22.51% a year, with a median of 21.58%. The best 3-year stretch returned 37.36% a year and the worst returned 12.29%.

What is the 7-year rolling return of Sundaram Services Fund?

Across 261 overlapping 7-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 19.93% a year, with a median of 20.41%. The best 7-year stretch returned 21.67% a year and the worst returned 17.23%.

Sundaram Mutual Fund

Sundaram Services Fund — rolling returns

Services & Exports · NAV data as of 15 October 2026

1,982 daily NAV records since 25 September 2018

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 — 757 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 25 September 2018 to 15 October 2026

Average rolling return

22.34%

Windows computed

757

Median return

22.84%

Standard deviation

4.36%

Best 5-year window

31.96%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

11.11%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (757 of 757)
Above 8%: 100.0% (757 of 757)
Above 12%: 98.7% (747 of 757)
Above 15%: 94.7% (717 of 757)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 153 of 757 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 Services Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	21.61%	22.51%	22.34%	19.93%	—
Median	16.69%	21.58%	22.84%	20.41%	—
Minimum	-19.10%	12.29%	11.11%	17.23%	—
Maximum	91.21%	37.36%	31.96%	21.67%	—
Std deviation	21.26%	5.22%	4.36%	1.21%	—
Consistency
Above 0%	92.47%	100.00%	100.00%	100.00%	—
Above 8%	71.42%	100.00%	100.00%	100.00%	—
Above 12%	61.24%	100.00%	98.68%	100.00%	—
Above 15%	55.03%	95.92%	94.72%	100.00%	—
Coverage
Windows computed	1,739	1,249	757	261	—

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 1.49% a year more than Regular.

5-year rolling returns for Sundaram Services Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	22.34%	20.85%
Best window	31.96%from 23 Mar 2020	30.32%from 23 Mar 2020
Worst window	11.11%from 14 Oct 2021	9.76%from 14 Oct 2021
Windows computed	757	757

Common questions about Sundaram Services Fund

What is the 5-year rolling return of Sundaram Services Fund?: Across 757 overlapping 5-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 22.34% a year, with a median of 22.84%. The best 5-year stretch returned 31.96% a year and the worst returned 11.11%.
Has Sundaram Services Fund ever lost money over 5 years?: No. Every one of the 757 5-year holding periods in this fund's history ended in profit. The weakest returned 11.11% 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 Services 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 22.34% a year on the Direct plan against 20.85% on the Regular plan, a difference of 1.49% a year.
What is the 1-year rolling return of Sundaram Services Fund?: Across 1,739 overlapping 1-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 21.61% a year, with a median of 16.69%. The best 1-year stretch returned 91.21% a year and the worst returned -19.10%.
What is the 3-year rolling return of Sundaram Services Fund?: Across 1,249 overlapping 3-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 22.51% a year, with a median of 21.58%. The best 3-year stretch returned 37.36% a year and the worst returned 12.29%.
What is the 7-year rolling return of Sundaram Services Fund?: Across 261 overlapping 7-year holding periods between 25 September 2018 and 15 October 2026, the Direct plan of Sundaram Services Fund returned an average of 19.93% a year, with a median of 20.41%. The best 7-year stretch returned 21.67% a year and the worst returned 17.23%.

Compare with other funds

Other Services & Exports funds

5-year rolling return (Direct)

ICICI Prudential Exports & Services Fund15.80%

Related IT 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.