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Sundaram Mid Cap Fund Regular Plan - Growth

Sundaram Mutual Fund • Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) • Regular Plan • GROWTH

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹1446.8759
AMFI Code / ISIN
101539 / INF903J01173
Category Peer Standing
#28 of 101 ranked peers in Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2026-11-09 (5,076 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+1.11% p.a.
3Y CAGR
+15.87% p.a.
5Y CAGR
+14.37% p.a.
10Y CAGR
+13.47% p.a.
Since Inception CAGR
+15.27% p.a.
Sortino Ratio (3Y)
0.80
Sharpe Ratio (3Y)
0.59
Calmar Ratio
0.23
Annualized Volatility (3Y)
+15.98%
Maximum Drawdown
-68.66%
1Y / 3Y / 5Y Rolling Mean CAGR
+19.57% / +17.11% / +16.26%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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