Sundaram Mid Cap Fund
Sundaram Mutual Fund · Mid Cap · Regular plan, growth option
NAV (₹), 2 Oct 2026
1,400.3048
1-day change
-1.03%
1Y return
1.9%
3Y CAGR
15.2%
5Y CAGR
14.7%
Max drawdown, 5Y
−21.0%
NAV history month-end NAV, ₹ · 3 Apr 2006 to 1 Oct 2026
Returns vs Mid Cap median (35 schemes)
| Period | Scheme | Category median |
|---|---|---|
| 1 month | -7.3% | -6.2% |
| 3 months | -4.6% | -3.5% |
| 6 months | 8.1% | 11.4% |
| Year to date | -2.5% | 0.2% |
| 1 year | 1.9% | 3.5% |
| 3 years (CAGR) | 15.2% | 14.1% |
| 5 years (CAGR) | 14.7% | 13.0% |
| 7 years (CAGR) | 18.2% | 20.2% |
| 10 years (CAGR) | 13.1% | 15.0% |
| Since first NAV (CAGR) | 15.2% | – |
Rolling returns every business-day start date
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | 12.7% | 12.6% |
| 3Y rolling median | 17.0% | 19.3% |
| 3Y rolling worst | -11.2% | -7.4% |
| 3Y periods positive | 93% | 96% |
| 3Y periods ahead of benchmark | 48% | 26% |
| 5Y rolling median | 17.4% | 17.5% |
| 5Y rolling worst | -1.5% | -0.6% |
| 5Y periods ahead of benchmark | 19% | 5% |
Benchmark: Nifty Midcap 150 (proxy: Motilal Oswal Nifty Midcap 150 Index Fund, price return).
Risk 36 months, monthly returns, Rf 6.5%
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | 17.8% | 18.2% |
| Sharpe ratio | 0.55 | 0.48 |
| Sortino ratio | 0.81 | 0.73 |
| Beta | 0.95 | 0.95 |
| Alpha (ann.) | 2.1% | 1.1% |
| Upside capture | 98.55 | 96.38 |
| Downside capture | 92.03 | 94.01 |
Drawdowns peak-to-trough falls in NAV
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −68.7% | −37.3% |
| Maximum drawdown, last 10Y | −45.3% | −37.3% |
| Maximum drawdown, last 5Y | −21.0% | −21.7% |
| Current drawdown | −8.7% | −7.7% |
| Recovery time of worst fall | 528 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
Cost, size and riskometer as disclosed to AMFI
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | n/a | 2.21% |
| AUM, whole scheme (₹ crore) | 13,854 | 7,669 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
Official benchmark and category consistency
| Measure | Scheme | Benchmark / category |
|---|---|---|
| Return, 1 year (AMFI) | 3.5% | 4.6% TRI |
| Return, 3 years (AMFI) | 15.5% | 13.7% TRI |
| Return, 5 years (AMFI) | 15.0% | 14.8% TRI |
| Month-ends above category median (3Y CAGR) | 48% | 44% median |
| Month-ends in category top quartile (3Y) | 24% | 25% median |
| 7Y rolling CAGR, median (monthly windows) | 15.8% | 17.1% median |
Official benchmark: Nifty Midcap 150 TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Mid Cap Regular plans; how it is calculated.
Calendar-year returns NAV change from 31 Dec to 31 Dec
| Year | Scheme | Nifty Midcap 150 proxy | Difference |
|---|---|---|---|
| 2026 YTD | -2.5% | -2.5% | −0.0% |
| 2025 | 4.1% | 5.8% | −1.7% |
| 2024 | 32.0% | 24.2% | +7.8% |
| 2023 | 40.4% | 44.3% | −4.0% |
| 2022 | 4.8% | 3.6% | +1.2% |
| 2021 | 37.5% | 46.9% | −9.4% |
| 2020 | 11.8% | 26.1% | −14.3% |
| 2019 | -0.3% | n/a | – |
| 2018 | -15.4% | n/a | – |
| 2017 | 40.8% | n/a | – |
Benchmark proxy: Motilal Oswal Nifty Midcap 150 Index Fund (Direct plan NAV, price return), which carries its own costs. The first year starts from the first 31 December in the scheme's history.
Monthly SIP of ₹10,000 first business day of each month, ending 2 Oct 2026
| Period | Invested | Value | XIRR |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,822 | -3.3% |
| 3 years | ₹3,60,000 | ₹3,96,728 | 6.4% |
| 5 years | ₹6,00,000 | ₹8,56,415 | 14.2% |
| 10 years | ₹12,00,000 | ₹26,55,909 | 15.2% |
Uses this plan's NAVs; ignores stamp duty, exit loads and taxes. One historical path only — the interactive SIP analyzer shows outcomes across every start date.
Scheme facts
AMC: Sundaram Mutual Fund
Category: Mid Cap
Plan / option: Regular · Growth
AMFI scheme code: 101539
ISIN: INF903J01173
First NAV in MFIC data: 3 Apr 2006
History: 20.5 years
Expense ratio, AUM, portfolio: see the scheme's factsheet
Schemes that behaved similarly correlation of monthly returns, last 5 years
| Scheme | Category | Correlation | 3Y CAGR |
|---|---|---|---|
| Franklin India Mid Cap Fund | Mid Cap | 0.98 | 12.8% |
| WhiteOak Capital Large & Mid Cap Fund | Large & Mid Cap | 0.98 | n/a |
| WhiteOak Capital Multi Cap Fund | Multi Cap | 0.98 | 15.4% |
| Canara Robeco Multi Cap Fund | Multi Cap | 0.98 | 11.3% |
| Nippon India Growth Mid Cap Fund | Mid Cap | 0.98 | 15.6% |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) | Multi Cap | 0.98 | 10.0% |
Questions about Sundaram Mid Cap Fund
- What is the latest NAV of Sundaram Mid Cap Fund?
- The NAV of the Regular plan (growth option) was ₹1,400.3048 on 2 Oct 2026, as published by AMFI.
- Which category is Sundaram Mid Cap Fund in?
- It is classified as Mid Cap in AMFI's daily NAV file; a Mid Cap scheme invests at least 65% in mid-cap stocks. MFIC compares it with 35 Mid Cap schemes (Regular plans).
- What returns has Sundaram Mid Cap Fund delivered?
- Over one year the NAV changed by 1.9%. The 3-year CAGR is 15.2% (category median 14.1%) and the 5-year CAGR is 14.7% (category median 13.0%). Returns are after expenses and before tax. Past performance may or may not be sustained in future.
- How consistent have its 3-year returns been?
- Measuring a 3-year CAGR from every business day in its history, the median was 17.0%, the lowest was -11.2%, and 93% of 3-year periods ended with a gain. It was ahead of Nifty Midcap 150 (index-fund proxy) in 48% of those periods.
- What was the largest fall in Sundaram Mid Cap Fund's NAV?
- The largest peak-to-trough fall in its available history was 68.7%; within the last five years it was 21.0% (category median 21.7%).
- How volatile is Sundaram Mid Cap Fund?
- Its annualised standard deviation of monthly returns over the last 36 months is 17.8%, which is below the Mid Cap category median of 18.2%.
- What would a monthly SIP in Sundaram Mid Cap Fund have grown to?
- A SIP of ₹10,000 on the first business day of each month for the last 5 years (60 instalments, ₹6,00,000 invested) would have been worth about ₹8,56,415 on 2 Oct 2026, an annualised return (XIRR) of 14.2%. This uses the Regular plan's NAVs, ignores taxes and exit loads, and past performance may or may not be sustained in future.
- How large is Sundaram Mid Cap Fund?
- Assets under management of the whole scheme were ₹13,854 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Sundaram Mid Cap Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
- What is the benchmark of Sundaram Mid Cap Fund and how has it compared?
- Its official benchmark is the Nifty Midcap 150 TRI. Over 3 years AMFI reports a return of 15.5% for this plan against 13.7% for the benchmark total return index; over 5 years 15.0% against 14.8%. Past performance does not indicate future results.
- How often has Sundaram Mid Cap Fund beaten its category?
- At 48% of the 120 month-ends compared over the last 10 years, its 3-year return was above the median of Mid Cap schemes (Regular plans); it was in the top quarter at 24% of them. A typical scheme would show about 50%.
- What is the difference between the Direct and Regular plans?
- Both plans hold the same portfolio; the Regular plan includes distribution costs in its expense ratio. Over one year the Direct plan's NAV changed by 2.7% and the Regular plan's by 1.9%. The Regular plan includes the services of a distributor.
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Data & disclosure. Source: AMFI daily NAV file and historical NAVs via mfapi.in; calculations by MFIC, as of 2 Oct 2026. Category medians use Regular plans in the same AMFI category. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation to buy, sell or hold any scheme. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155). Methodology.