Sundaram Mid Cap Fund - Direct Plan - GROWTH
code 119581 Mid Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-01-02, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.15% | -7.19% | -7.02% | -0.18% | 2026-10-09 → 2026-11-09 |
| 3M | -5.14% | -2.43% | -3.44% | 1.01% | 2026-08-07 → 2026-11-09 |
| 6M | -1.01% | 9.71% | 9.90% | -0.19% | 2026-05-08 → 2026-11-09 |
| 1Y | 1.95% | 5.28% | 4.81% | 0.47% | 2025-11-07 → 2026-11-09 |
| 3Y | 16.82% | 16.60% | 13.65% | 2.95% | 2023-11-09 → 2026-11-09 |
| 5Y | 15.34% | 16.03% | 14.85% | 1.18% | 2021-11-09 → 2026-11-09 |
| 7Y | 19.02% | 18.92% | 21.16% | -2.24% | 2019-11-08 → 2026-11-09 |
| 10Y | 14.38% | 14.31% | 16.76% | -2.45% | 2016-11-09 → 2026-11-09 |
| since inception | 17.36% | 17.33% | 17.51% | -0.18% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 76.56% | 11.71% | 11.61% | 41.78% | -14.77% | 0.51% | 12.69% | 38.60% | 5.82% | 41.52% | 33.13% | 4.96% |
| benchmark | 62.67% | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 3,130 | 22.34% | 14.73% | -33.29% | 100.71% | 85% | 50% |
| 3 years | 2,642 | 18.63% | 20.95% | -10.47% | 43.30% | 92% | 37% |
| 5 years | 2,149 | 16.57% | 16.03% | -0.90% | 33.47% | 100% | 25% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 16.32% | 15.05% | 13.17% |
| volatility | 17.99% | 16.40% | 19.15% |
| max drawdown | -20.69% | -20.69% | -44.31% |
| downside deviation | 12.11% | 10.46% | 13.98% |
| Sharpe ratio | 0.61 | 0.59 | 0.47 |
| Sortino ratio | 0.90 | 0.93 | 0.64 |
| Calmar ratio | 0.79 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★★☆☆ (3y ★★★☆☆ · 5y ★★★★☆ · 10y ★★☆☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 36th | 24th | 75th |
| volatility | 40th | 29th | 75th |
| Sharpe | 36th | 24th | 82nd |
| Sortino | 43rd | 24th | 88th |
| worst fall | 36th | 34th | 94th |
| risk-adjusted return (MRAR) | 36th | 24th | 88th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.