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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 20261503.0823
CategoryMid Cap
PlanRegular · Growth
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₹11,371 Cr
Growth of ₹10,000₹21,5372 Sep 2021 to 2 Sep 2026
₹21,982₹18,662₹15,343₹12,023₹8,704Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹21,537 (+16.6% a year) Sundaram Mid Cap Fund

Performance (trailing, annualised)

1Y annualised9.01%
3Y annualised18.65%
5Y annualised16.59%
10Y annualised13.95%

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 ₹1,27,22911.31%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,31,76312.16%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹9,28,84417.51%

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

Calendar years

Calendar 202137.49%
Calendar 20224.84%
Calendar 202340.35%
Calendar 202432.01%
Calendar 20254.09%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200720.04%
Rolling 1Y · median13.11%
Rolling 1Y · worst window-59.76%
Rolling 1Y · best window175.68%
Rolling 1Y · windows positive78%
Rolling 3Y · average898 windows since 9 Apr 200917.15%
Rolling 3Y · median16.99%
Rolling 3Y · worst window-10.77%
Rolling 3Y · best window43.20%
Rolling 3Y · windows positive92%
Rolling 5Y · average795 windows since 7 Apr 201116.31%
Rolling 5Y · median17.51%
Rolling 5Y · worst window-1.09%
Rolling 5Y · best window32.38%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)15.94%
Downside deviation (3Y)11.61%
Maximum drawdown-20.97%

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.

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