Sundaram Mid Cap Fund · Regular · Growth
NAV
₹1474.8959
as of 13 Nov 2026
Expense Ratio
1.86%
AUM
₹14,485 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.62%
- 3Y
- +16.05%
- 5Y
- +14.77%
- Since Inception
- +22.79%
SIP returns (XIRR)
- 1Y
- +6.63%
- 3Y
- +8.92%
- 5Y
- +15.66%
- Since Inception
- +19.46%
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 (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹13,68,152 today — ₹6,00,000 invested, 15.9% XIRR.
₹6,00,000
Invested
₹13,68,152
Value today
15.9%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,84,887 today (14.4% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹24,80,714.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹13,68,152 in this fund vs ₹15,30,132 in the benchmark — underperformance of ₹1,61,980.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹4,86,050 today (4.86×).
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, annualised0.10
Sharpe Ratio
—
Alpha
—
Beta
0.10
Sortino
14.46%
Std Dev
-13.19%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Banks9.37%
- Industrial Products6.63%
- Capital Markets6.31%
- Consumer Durables6.13%
- Auto Components6.11%
- Pharmaceuticals & Biotechnology6.06%
- Electrical Equipment5.59%
- Finance5.32%
- Healthcare Services4.20%
- Retailing4.01%
- IT - Software3.52%
- Realty2.94%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Mahindra & Mahindra Financial Services Ltd2.74%
- 2Kalyan Jewellers India Ltd2.58%
- 3Cummins India Ltd2.39%
- 4The Federal Bank Ltd2.36%
- 5Idfc First Bank Ltd2.25%
- 6Thermax Ltd2.20%
- 7Coforge Ltd2.02%
- 8Sona Blw Precision Forgings Ltd2.02%
- 9The Phoenix Mills Ltd1.96%
- 10Coromandel International Ltd1.91%
What this fund does
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, with wider price swings than large-caps.
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 ₹14,485 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.86%.