Sundaram Mid Cap Fund
Direct · Growth ₹1655.65
21 Jul 2026
NAV
18.6%
3Y CAGR
16.6%
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.
5.82
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 | ₹12.96 L | 23.9% | -57.2% | 130.7% |
| 3 Years | ₹36.00 L | ₹48.48 L | 18.3% | -26.5% | 43.2% |
| 5 Years | ₹60.00 L | ₹90.52 L | 16.5% | -11.9% | 35.6% |
| 7 Years | ₹84.00 L | ₹1.43 Cr | 16.1% | -0.8% | 27.2% |
| 10 Years | ₹1.20 Cr | ₹3.03 Cr | 17.6% | 13.2% | 21.6% |
| 12 Years | ₹1.44 Cr | ₹4.54 Cr | 17.9% | 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 | 23.9% | 22.1% | 21.6% | +1.8% |
| 3 Years | 18.3% | 17.4% | 20.0% | +0.9% |
| 5 Years | 16.5% | 16.5% | 19.4% | -0.0% |
| 7 Years | 16.1% | 16.7% | 19.3% | -0.6% |
| 10 Years | 17.6% | 16.6% | 19.4% | +1.0% |
| 12 Years | 17.9% | 16.3% | 18.9% | +1.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.6% | 15.3% | -33.4% | 100.7% | 0.60 | 2.14 | 85% | — | — |
| 3 Years | 18.6% | 20.9% | -10.5% | 43.4% | 1.08 | 3.57 | 92% | — | — |
| 5 Years | 16.6% | 14.8% | -0.9% | 33.5% | 1.23 | 10.16 | 100% | — | — |
| 10 Years | 17.6% | 17.2% | 13.6% | 21.5% | 5.82 | — | 100% | — | — |
-44.3%
Max Drawdown
27 mo
Drawdown Duration
10 mo
Recovery Time
-7.3%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.42
3Y
0.37
5Y
0.34
7Y
0.40
10Y
0.44
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.77 | 0.92 | 94.5% | 91.1% | 7.3% | 4.4% |
| 3 Years | +4.17 | 0.90 | 93.4% | 89.3% | 21.8% | 18.8% |
| 5 Years | +2.69 | 0.91 | 93.3% | 90.6% | 18.8% | 17.1% |
| 7 Years | +0.05 | 0.92 | 91.9% | 91.3% | 19.6% | 20.7% |
| 10 Years | -0.53 | 0.91 | 90.0% | 89.7% | 15.8% | 17.3% |
| 12 Years | +0.68 | 0.92 | 91.7% | 90.5% | 16.5% | 16.7% |
| 15 Years | +1.57 | 0.91 | 91.8% | 89.5% | 16.1% | 15.3% |
74
Total Holdings
24.8%
Top 10 Weight
32
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Cummins India Ltd | 3.03% |
| 2 | GE Vernova T and D India Ltd | 2.91% |
| 3 | Mahindra & Mahindra Financial Services Ltd | 2.63% |
| 4 | BSE Ltd | 2.60% |
| 5 | The Federal Bank Ltd | 2.58% |
| 6 | Coromandel International Ltd | 2.45% |
| 7 | Suzlon Energy Ltd | 2.42% |
| 8 | IDFC First Bank Ltd | 2.17% |
| 9 | Max Financial Services Ltd | 2.04% |
| 10 | Marico Ltd | 1.97% |