Sundaram Mid Cap Fund
Direct · Growth ₹1561.99
20 Apr 2026
NAV
18.5%
3Y CAGR
16.4%
5Y CAGR
17.7%
10Y CAGR
18.0%
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.
5.82
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 | ₹13.00 L | 24.2% | -57.2% | 130.7% |
| 3 Years | ₹36.00 L | ₹48.68 L | 18.4% | -26.5% | 43.2% |
| 5 Years | ₹60.00 L | ₹90.01 L | 16.4% | -11.9% | 35.6% |
| 10 Years | ₹1.20 Cr | ₹3.04 Cr | 17.6% | 13.2% | 21.6% |
Fund SIP vs NIFTY MIDCAP 150
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 24.2% | 13.4% | +10.8% |
| 3 Years | 18.4% | 23.5% | -5.1% |
| 5 Years | 16.4% | 20.1% | -3.7% |
| 10 Years | 17.6% | 17.6% | -0.0% |