OmniAsset
Get app

OmniAsset › Mutual funds › Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Mid Cap fund benchmarked to Nifty Mid Cap 150 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202664.8706
CategoryMid Cap
PlanRegular · Idcw
Launched24 Jun 2002
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Mid Cap 150 TRI
Expense ratiodirect plan, a year1.86%
AUM₹750 Cr
Growth of ₹10,000₹15,0252 Sep 2021 to 2 Sep 2026
₹17,839₹15,555₹13,271₹10,987₹8,704Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,025 (+8.5% a year) Sundaram Mid Cap Fund

Performance (trailing, annualised)

1Y annualised1.64%
3Y annualised7.80%
5Y annualised8.48%
10Y annualised5.88%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,19,293-1.09%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,70,9511.95%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,27,0087.61%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202128.11%
Calendar 2022-2.45%
Calendar 202330.47%
Calendar 202422.51%
Calendar 2025-2.96%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200710.03%
Rolling 1Y · median5.23%
Rolling 1Y · worst window-59.76%
Rolling 1Y · best window101.15%
Rolling 1Y · windows positive61%
Rolling 3Y · average898 windows since 9 Apr 20098.63%
Rolling 3Y · median9.59%
Rolling 3Y · worst window-23.22%
Rolling 3Y · best window31.87%
Rolling 3Y · windows positive78%
Rolling 5Y · average795 windows since 7 Apr 20118.27%
Rolling 5Y · median9.81%
Rolling 5Y · worst window-8.45%
Rolling 5Y · best window24.72%
Rolling 5Y · windows positive81%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.21%
Downside deviation (3Y)14.57%
Maximum drawdown-26.66%

Management

Fund managerMr. S Bharath, Mr. Shalav Saket(Overseas Securities)
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker