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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 202672.5495
CategoryMid Cap
PlanDirect · Idcw
Launched24 Jun 2002
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Mid Cap 150 TRI
Expense ratiodirect plan, a year1.05%
AUM₹43.8 Cr
Growth of ₹10,000₹15,6862 Sep 2021 to 2 Sep 2026
₹18,314₹15,926₹13,539₹11,151₹8,764Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹15,686 (+9.4% a year) Sundaram Mid Cap Fund

Performance (trailing, annualised)

1Y annualised2.51%
3Y annualised8.73%
5Y annualised9.42%
10Y annualised6.85%

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 ₹1,19,858-0.22%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,76,0602.85%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,44,6898.57%

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

Calendar years

Calendar 202129.15%
Calendar 2022-1.54%
Calendar 202331.55%
Calendar 202423.55%
Calendar 2025-2.13%

Rolling returns

Rolling 1Y · average653 windows since 6 Jan 201414.38%
Rolling 1Y · median9.26%
Rolling 1Y · worst window-35.67%
Rolling 1Y · best window85.01%
Rolling 1Y · windows positive69%
Rolling 3Y · average551 windows since 4 Jan 201611.03%
Rolling 3Y · median13.47%
Rolling 3Y · worst window-17.46%
Rolling 3Y · best window32.66%
Rolling 3Y · windows positive82%
Rolling 5Y · average448 windows since 3 Jan 20189.08%
Rolling 5Y · median8.76%
Rolling 5Y · worst window-7.66%
Rolling 5Y · best window25.79%
Rolling 5Y · windows positive90%

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

Risk

Volatility (3Y)18.23%
Downside deviation (3Y)14.56%
Maximum drawdown-26.39%

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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