Sundaram Mid Cap Fund · Regular · Growth
NAV
₹1509.3830
as of 31 Jul 2026
Expense Ratio
1.73%
AUM
₹12,665 Cr
Lumpsum returns (CAGR)
- 1Y
- +9.97%
- 3Y
- +20.26%
- 5Y
- +17.87%
- Since Inception
- +23.21%
SIP returns (XIRR)
- 1Y
- +13.51%
- 3Y
- +14.30%
- 5Y
- +18.37%
- Since Inception
- +19.93%
Returns calculated from 19 July 2002 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹14,34,441 today — ₹5,95,000 invested, 17.0% XIRR.
₹5,95,000
Invested
₹14,34,441
Value today
17.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,87,371 today (14.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹24,39,266.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹14,34,441 in this fund vs ₹16,11,777 in the benchmark — underperformance of ₹1,77,336.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹4,97,416 today (4.97×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.42
Sharpe Ratio
+0.09
Alpha
0.11
Beta
0.41
Sortino
15.87%
Std Dev
-13.04%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 May 2026- Industrial Products8.20%
- Banks8.00%
- Electrical Equipment7.88%
- Capital Markets7.34%
- Auto Components5.67%
- Pharmaceuticals & Biotechnology5.38%
- Consumer Durables5.32%
- Healthcare Services4.51%
- Finance3.98%
- IT - Software3.88%
- Realty3.11%
- Power3.02%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Ge Vernova T And D India Ltd3.39%
- 2Cummins India Ltd3.22%
- 3Bse Ltd2.86%
- 4Mahindra & Mahindra Financial Services Ltd2.55%
- 5Max Financial Services Ltd2.21%
- 6The Federal Bank Ltd2.20%
- 7Coromandel International Ltd2.10%
- 8Suzlon Energy Ltd2.09%
- 9Idfc First Bank Ltd1.99%
- 10Marico Ltd1.98%
Investment Objective
Sundaram Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Sundaram Mid Cap Fund · Regular · Growth is a Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 24 years. It manages assets worth ₹12,665 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.73%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations