EquityMid Cap FundDirect · Growth
Sundaram Mid Cap Fund Direct Plan - Growth
Sundaram · Scheme 119581
₹1,676.04▼ 0.50%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
21.9%
Risk level
High
Min SIP
—
Benchmark
Nifty Midcap 150 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.59% |
| 3 Months | +6.96% |
| 6 Months | +7.91% |
| 1 Year | +11.65% |
| 3 Years (CAGR) | +21.90% |
| 5 Years (CAGR) | +18.94% |
| 10 Years (CAGR) | +15.58% |
| Since Launch | +18.16% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns74
Consistency54
Risk-adjusted55
Downside protection47
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +21.9%
- ✓ 3Y CAGR vs category: +2.1% vs category avg
- ✓ Positive 3Y windows: 92% of rolling 3Y windows positive
- ✓ Alpha vs benchmark: +12.2%
- ✓ Downside capture: 84% of benchmark falls
What to watch
- • 10Y CAGR vs category: -1.6% vs category avg
- • Beat category: beat category in 52% of windows
- • Sortino ratio: 0.86
- • Max drawdown: -44%
Risk metrics
Sharpe ratio
0.72
Sortino ratio
0.86
Volatility
16.53%
Max drawdown
-44.31%
Downside capture
83.50%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.