Sundaram Mid Cap Fund
Direct · Growth ₹1568.94
05 Jun 2026
NAV
18.6%
3Y CAGR
16.5%
5Y CAGR
17.6%
10Y CAGR
17.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.84
Sharpe
-44.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.98 L | 24.0% | -57.2% | 130.7% |
| 3 Years | ₹36.00 L | ₹48.54 L | 18.3% | -26.5% | 43.2% |
| 5 Years | ₹60.00 L | ₹90.29 L | 16.4% | -11.9% | 35.6% |
| 7 Years | ₹84.00 L | ₹1.41 Cr | 16.0% | -0.8% | 27.2% |
| 10 Years | ₹1.20 Cr | ₹3.03 Cr | 17.6% | 13.2% | 21.6% |
| 12 Years | ₹1.44 Cr | ₹4.58 Cr | 18.0% | 15.2% | 20.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 24.0% | 22.2% | 21.9% | +1.8% |
| 3 Years | 18.3% | 17.4% | 20.1% | +0.9% |
| 5 Years | 16.4% | 16.5% | 19.3% | -0.1% |
| 7 Years | 16.0% | 16.7% | 19.1% | -0.7% |
| 10 Years | 17.6% | 16.6% | 19.3% | +1.0% |
| 12 Years | 18.0% | 16.3% | 18.8% | +1.7% |