NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Mid Cap Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	1.06%
NAV	₹1614.43 (11 Nov 2026)
Fund Size	₹13,453.00 Cr
Fund Started	02 Jan 2013
Lock-in Period	No lock-in
Exit Load	If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Returns	Sundaram Mid Cap Fund - Direct (G)
1M	4.15%
3M	-5.14%
6M	-1.01%
1Y	1.96%
3Y	16.82%
5Y	15.34%
Since Inception	17.36%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Mid Cap Fund - Direct (G)
Alpha	2.61
Beta	0.95
Sharpe	0.61
Standard Deviation	5.19

Holding Analysis	Sundaram Mid Cap Fund - Direct (G)
Top 5 Holdings	13.50%
Top 10 Holdings	24.20%
Portfolio Turnover	48.60
Equity	95.79%
Debt	3.68%
Cash	—

Fund Manager	Sundaram Mid Cap Fund - Direct (G)
Name	,

About	Sundaram Mid Cap Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Mid Cap Fund
Benchmark	Nifty Midcap 150 TRI
Launch Date	01 Jan 2013