Equity Scheme - Mid Cap FundSundaram Mutual Fund

Sundaram Mid Cap Fund Direct Plan - Growth

₹1626.6731▲ 27.2774 (1.71%)

Scheme Type

Open Ended Schemes

NAV History

+16.51%

365 data points · Period:1Y

Returns

CAGR

+1.71%

-0.11%

+0.54%

+7.17%

+20.35%

+18.46%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,651

+16.5%

3Y Ago

₹22,239

+122.4%

5Y Ago

₹36,033

+260.3%

Past performance ≠ future results

Fund Analytics

Score: 55.3 / 100

Performance

Total Returns

Simple return over period

+5.37%

CAGR

Compound annual growth rate

+5.37%

Growth of ₹10K

Hypothetical investment value

₹10,537

SIP XIRR

SIP internal rate of return

+6.64%

Risk

Volatility (Ann.)

Std deviation of returns

14.20%LOW

Max Drawdown

Worst peak-to-trough

-10.26%

Sharpe Ratio

Risk-adjusted return

-0.04POOR

Sortino Ratio

Downside risk-adjusted return

-0.06POOR

Benchmark

Beta

Market sensitivity

0.94DEF

Alpha

Excess return vs benchmark

+9.99%

Tracking Error

Deviation from benchmark

8.29%

Information Ratio

Alpha per unit tracking error

1.21

Treynor Ratio

Return per unit systematic risk

-0.67

Capture

Upside Capture

Participation in market gains

99.02%

Downside Capture

Participation in market losses

82.60%

Rolling Returns

1Y Rolling CAGR

Avg 26.5% (-4.3% – 74.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+5.4%-5.3%

+10.0%

3Y+21.7%+8.3%

+13.5%

5Y+18.6%+9.8%

+9.1%

Beta

1Y:0.943Y:0.945Y:0.92

Outperforming the Nifty 50 index

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

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹4,18,674

Total Value

₹7,18,674

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