Sundaram Mid Cap Fund Direct Growth

Scheme code: INF903J01MJ3 NAV value: ₹ 1357.9371 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 29.65 65.86 50.40 46.76
3 year 21.34 29.93 26.16 24.94
5 year 18.45 29.39 24.06 27.21
7 year 13.88 18.19 15.76 19.09
10 year 16.06 21.60 18.60 19.79

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.29 70.78 45.74 50.4
3 year 17.23 32.24 25.94 26.16
5 year 20.64 32.41 26.7 24.06
7 year 14.08 20.56 18.09 15.76
10 year 14.89 21.02 17.75 18.6
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.1 68.66 47.21 50.4
3 year 17.16 31.71 25.61 26.16
5 year 20.26 31.67 26.2 24.06
7 year 13.13 19.18 16.67 15.76
10 year 14.57 20.81 17.86 18.6
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.34 65.66 45.64 50.4
3 year 16.36 30.89 24.93 26.16
5 year 21.11 31.93 26.72 24.06
7 year 14.28 20.7 18.26 15.76
10 year 15.84 22.38 19.39 18.6
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.55 84.98 58.48 50.4
3 year 17.94 42.14 30.5 26.16
5 year 28.43 40.36 34.39 24.06
7 year 18.07 26.48 23.71 15.76
10 year 20.42 28.64 25.75 18.6
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.56 47.48 31.63 50.4
3 year 6.62 17.63 13.26 26.16
5 year 13.89 23.2 18.63 24.06
7 year 10.19 16.77 14.29 15.76
10 year 12.77 19.08 16.34 18.6

Rolling return for 1 year

Average return: 50.40%
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.15 29.65 34.15 29.65 2.25 31.9 01-2024 01-2025
39.26 36.73 44.57 31.7 4.64 38.06 12-2023 12-2024
48.2 41.42 55.96 34.39 8 44.99 11-2023 11-2024
54.16 57.25 65.86 46.15 7.06 55.86 10-2023 10-2024
54.7 54.59 61.8 47.8 4.95 54.72 09-2023 09-2024
51.46 55.79 63.38 44.42 6.88 53.76 08-2023 08-2024
56.69 57.51 65.56 49.07 5.84 57.21 07-2023 07-2024
47.93 56.48 65.84 39.58 9.77 52.46 06-2023 06-2024
53.65 57.45 64.66 46.93 6.41 55.67 05-2023 05-2024
56.8 57.36 63 51.37 4.12 57.13 04-2023 04-2024
52.21 51.87 59.98 44.49 5.48 52.14 03-2023 03-2024
50.13 51.59 55.86 46.03 3.51 50.9 02-2023 02-2024

Rolling return for 3 year

Average return: 26.16%
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.6 24.14 27.6 24.14 1.73 25.87 01-2022 01-2025
27.79 26.6 29.4 25.03 1.6 27.2 12-2021 12-2024
24.66 23.72 26.8 21.63 1.86 24.2 11-2021 11-2024
24.92 25.36 28.01 22.34 2.01 25.16 10-2021 10-2024
27.19 26.98 29.11 25.09 1.42 27.09 09-2021 09-2024
26.11 27.43 29.34 24.25 1.86 26.78 08-2021 08-2024
27.57 27.93 29.93 25.6 1.54 27.76 07-2021 07-2024
24.95 27.4 29.8 22.64 2.68 26.2 06-2021 06-2024
26.77 27.33 29.73 24.43 1.88 27.06 05-2021 05-2024
27 26.34 28.66 24.71 1.42 26.68 04-2021 04-2024
24.61 23.37 26.7 21.34 1.95 24.01 03-2021 03-2024
26.86 24.83 28.46 23.28 1.97 25.86 02-2021 02-2024

Rolling return for 5 year

Average return: 24.06%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.82 23.89 25.82 23.89 0.96 24.86 01-2020 01-2025
26.15 26.18 27.1 25.23 0.66 26.17 12-2019 12-2024
24.76 25.54 26.04 24.27 0.68 25.15 11-2019 11-2024
26.6 26.93 28.46 25.08 1.2 26.77 10-2019 10-2024
28.24 27.16 29.39 26.03 1.25 27.7 09-2019 09-2024
26.61 27.71 28.55 25.79 1.05 27.16 08-2019 08-2024
26.05 24.95 27.44 23.58 1.42 25.5 07-2019 07-2024
21.24 22.83 24.04 20.05 1.52 22.04 06-2019 06-2024
21.72 21.65 23.42 19.98 1.22 21.69 05-2019 05-2024
20.25 20.58 21.19 19.65 0.56 20.42 04-2019 04-2024
19.94 19.64 21.14 18.45 0.96 19.79 03-2019 03-2024
21.74 21.2 22.66 20.3 0.86 21.48 02-2019 02-2024

Rolling return for 7 year

Average return: 15.76%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.72 14.89 15.72 14.89 0.42 15.3 01-2018 01-2025
15.93 15.48 16.55 14.87 0.61 15.71 12-2017 12-2024
15.52 15.59 16.37 14.75 0.57 15.56 11-2017 11-2024
16.57 16.99 17.8 15.77 0.73 16.78 10-2017 10-2024
17.44 17.11 18.19 16.36 0.66 17.27 09-2017 09-2024
16.65 17.04 17.92 15.78 0.77 16.85 08-2017 08-2024
16.33 16.77 17.25 15.85 0.52 16.55 07-2017 07-2024
14.76 16.07 16.65 14.19 0.99 15.42 06-2017 06-2024
15.04 15.18 16.18 14.05 0.75 15.11 05-2017 05-2024
14.77 14.51 15.41 13.88 0.55 14.64 04-2017 04-2024
14.74 14.82 15.56 14 0.55 14.78 03-2017 03-2024
15.16 15.22 15.77 14.6 0.41 15.19 02-2017 02-2024

Rolling return for 10 year

Average return: 18.60%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.99 16.06 16.99 16.06 0.46 16.52 01-2015 01-2025
17.5 17.09 17.94 16.65 0.48 17.3 12-2014 12-2024
17.03 17.05 17.63 16.46 0.41 17.04 11-2014 11-2024
18.25 18.25 19.12 17.38 0.62 18.25 10-2014 10-2024
18.51 18.28 19.04 17.75 0.46 18.4 09-2014 09-2024
18.73 18.71 19.64 17.82 0.64 18.73 08-2014 08-2024
18.66 18.5 19.32 17.85 0.52 18.58 07-2014 07-2024
17.92 18.1 19.27 16.76 0.89 18.01 06-2014 06-2024
19.64 18.61 20.47 17.79 1.02 19.13 05-2014 05-2024
19.96 19.79 20.42 19.33 0.39 19.88 04-2014 04-2024
20.54 19.83 21.14 19.23 0.72 20.18 03-2014 03-2024
21.15 21.12 21.6 20.67 0.33 21.14 02-2014 02-2024