Sundaram Mid Cap Fund Direct Growth

Scheme code: INF903J01MJ3 NAV value: ₹ 1388.2056 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.67	65.86	39.24	35.89
3 year	9.30	35.37	24.09	26.04
5 year	0.45	33.78	13.84	18.23
7 year	9.06	20.24	14.48	17.11
10 year	13.60	21.82	18.31	19.58
12 year	18.23	20.27	19.36	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	39.24
3 year	11.28	45.45	27.04	24.09
5 year	2.1	39.21	17.39	13.84
7 year	4.3	21.04	14.32	14.48
10 year	0.52	21.2	10.89	18.31
12 year	0.21	19.63	10.67	19.36
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	39.24
3 year	11.11	42.73	26.36	24.09
5 year	0.33	37.55	15.88	13.84
7 year	4.52	19.53	13.82	14.48
10 year	3.36	21.04	13.39	18.31
12 year	3.48	19.67	13.16	19.36
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	39.24
3 year	13.61	42.26	26.48	24.09
5 year	4.41	36.78	18.12	13.84
7 year	7.26	20.87	16.06	14.48
10 year	5.58	22.47	14.68	18.31
12 year	4.77	21.65	14.06	19.36
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	39.24
3 year	14.52	45.86	31.83	24.09
5 year	8.28	40.38	23.11	13.84
7 year	14.14	28.21	22.09	14.48
10 year	14.44	28.8	21.87	18.31
12 year	10.67	28.77	21.53	19.36
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	39.24
3 year	4.76	30.51	15.88	24.09
5 year	6.69	25.56	14.86	13.84
7 year	8.9	21.06	15.78	14.48
10 year	9.82	25.87	16.94	18.31
12 year	11.27	24.54	16.77	19.36
15 year	12.8	22.2	16.54

Rolling return for 1 year

- Average return: 39.24% - Median return: 45.36% - Average standard deviation: 6.43

Rolling return for 3 year

- Average return: 24.09% - Median return: 25.06% - Average standard deviation: 2.13

Rolling return for 5 year

- Average return: 13.84% - Median return: 12.09% - Average standard deviation: 1.11

Rolling return for 7 year

- Average return: 14.48% - Median return: 14.42% - Average standard deviation: 0.82

Rolling return for 10 year

- Average return: 18.31% - Median return: 18.39% - Average standard deviation: 0.56

Rolling return for 12 year

- Average return: 19.36% - Median return: 19.44% - Average standard deviation: 0.54

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,57,792	1,57,792	13.16
3 year	36,00,000	51,57,644	15,57,644	12.73
5 year	60,00,000	93,51,545	33,51,545	9.28
7 year	84,00,000	1,43,60,469	59,60,469	7.96
10 year	1,20,00,000	2,96,48,922	1,76,48,922	9.47
12 year	1,44,00,000	4,59,95,758	3,15,95,758	10.16

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.02	13.16
3 year	13.52	12.73
5 year	11.1	9.28
7 year	8.58	7.96
10 year	7.33	9.47
12 year	7.49	10.16

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	13.16
3 year	13.17	12.73
5 year	10.58	9.28
7 year	8.06	7.96
10 year	7.88	9.47
12 year	7.95	10.16

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	13.16
3 year	12.89	12.73
5 year	11.21	9.28
7 year	9.03	7.96
10 year	8.85	9.47
12 year	8.75	10.16

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	13.16
3 year	15.28	12.73
5 year	14.09	9.28
7 year	12.08	7.96
10 year	12.95	9.47
12 year	13.14	10.16

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	13.16
3 year	7.27	12.73
5 year	8.09	9.28
7 year	7.95	7.96
10 year	9.36	9.47
12 year	9.44	10.16

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,57,792 - Absolute Returns: ₹1,57,792 - CAGR: 13.16%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,57,644 - Absolute Returns: ₹15,57,644 - CAGR: 12.73%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,51,545 - Absolute Returns: ₹33,51,545 - CAGR: 9.28%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,43,60,469 - Absolute Returns: ₹59,60,469 - CAGR: 7.96%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,96,48,922 - Absolute Returns: ₹1,76,48,922 - CAGR: 9.47%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,59,95,758 - Absolute Returns: ₹3,15,95,758 - CAGR: 10.16%