All Funds
Equity Scheme - Mid Cap FundSundaram Mutual Fund

Sundaram Mid Cap Fund Institutional Plan - Growth

₹767.7664▲ 8.3640 (1.10%)

Scheme Type

Open Ended Schemes

Category

Equity Scheme - Mid Cap Fund

Fund House

Sundaram Mutual Fund

ISIN

N/A

Data Points

3108 NAV records

NAV as of 31-12-2021

NAV History

+83.18%

365 data points · Period:1Y

Returns

CAGR

1M

—

3M

—

6M

—

1Y

—

3Y

—

5Y

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹18,318

+83.2%

3Y Ago

₹15,296

+53.0%

5Y Ago

₹29,693

+196.9%

Past performance ≠ future results

Fund Analytics

Score: 61.5 / 100

Performance

Total Returns

Simple return over period

+37.34%

CAGR

Compound annual growth rate

+37.34%

Growth of ₹10K

Hypothetical investment value

₹13,734

SIP XIRR

SIP internal rate of return

+29.30%
Risk

Volatility (Ann.)

Std deviation of returns

16.56%LOW

Max Drawdown

Worst peak-to-trough

-10.26%

Sharpe Ratio

Risk-adjusted return

1.89GOOD

Sortino Ratio

Downside risk-adjusted return

2.35GOOD
Benchmark

Beta

Market sensitivity

0.85DEF

Alpha

Excess return vs benchmark

-30.06%

Tracking Error

Deviation from benchmark

9.99%

Information Ratio

Alpha per unit tracking error

-3.01

Treynor Ratio

Return per unit systematic risk

36.65
Capture

Upside Capture

Participation in market gains

87.28%

Downside Capture

Participation in market losses

71.74%
Rolling Returns

1Y Rolling CAGR

Avg 62.3% (35.6% – 76.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2021-12-31

vs Nifty 50

Pre-computed
PeriodFundNifty 50Alpha
1Y+37.3%+77.8%
-30.1%
3Y——
—
5Y——
—
Beta
1Y:0.853Y:—5Y:—

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled
₹500₹1L
Period
Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,48,408

Total Value

₹4,48,408

*Based on historical CAGR. Projections are illustrative, not guaranteed