Sundaram Large and Midcap Fund — Rolling Returns & Performance Analysis
Sundaram Large and Midcap Fund (Direct Plan) is a Large & Mid Cap Fund from Sundaram Mutual Fund — a fund that splits investments between large-cap and mid-cap companies. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 119566).
Most sites show Sundaram Large and Midcap Fund's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Sundaram Large and Midcap Fund across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge a large & mid cap fund.
Sundaram Large and Midcap Fund rolling returns explained
Each point on the chart is Sundaram Large and Midcap Fund's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Sundaram Large and Midcap Fund?
Rolling returns for Sundaram Large and Midcap Fund measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Sundaram Large and Midcap Fund a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Sundaram Large and Midcap Fund delivered more reliably regardless of when you invested.
What is the 5-year return of Sundaram Large and Midcap Fund?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Sundaram Large and Midcap Fund has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Sundaram Large and Midcap Fund's performance calculated?
Returns are computed from Sundaram Large and Midcap Fund's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.