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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 20261656.6169
CategoryMid Cap
PlanDirect · Growth
Launched24 Jun 2002
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Mid Cap 150 TRI
Expense ratiodirect plan, a year1.05%
AUM₹1,294 Cr
Growth of ₹10,000₹22,4712 Sep 2021 to 2 Sep 2026
₹22,924₹19,384₹15,844₹12,304₹8,764Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹22,471 (+17.6% a year) Sundaram Mid Cap Fund

Performance (trailing, annualised)

1Y annualised9.92%
3Y annualised19.64%
5Y annualised17.58%
10Y annualised14.86%

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 ₹1,27,80612.23%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,37,75013.11%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹9,52,17818.53%

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

Calendar years

Calendar 202138.60%
Calendar 20225.82%
Calendar 202341.52%
Calendar 202433.13%
Calendar 20254.96%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201422.48%
Rolling 1Y · median14.96%
Rolling 1Y · worst window-31.10%
Rolling 1Y · best window99.94%
Rolling 1Y · windows positive85%
Rolling 3Y · average551 windows since 4 Jan 201618.66%
Rolling 3Y · median20.96%
Rolling 3Y · worst window-10.08%
Rolling 3Y · best window43.08%
Rolling 3Y · windows positive92%
Rolling 5Y · average448 windows since 3 Jan 201816.60%
Rolling 5Y · median15.84%
Rolling 5Y · worst window-0.49%
Rolling 5Y · best window33.50%
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)11.59%
Maximum drawdown-20.69%

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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