Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) / AMFI 111941

Sundaram Mid Cap Fund Institutional Plan - Growth

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

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

Latest NAV (2021-12-31)
₹767.7664
AMFI Code / ISIN
111941 / INF903J01207
Category Peer Standing
#44 of 101 ranked peers in Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) by 3Y Sortino
Historical Track
2009-05-26 to 2021-12-31 (3,109 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
+38.63% p.a.
3Y CAGR
+16.21% p.a.
5Y CAGR
+13.65% p.a.
10Y CAGR
+19.67% p.a.
Since Inception CAGR
+18.27% p.a.
Sortino Ratio (3Y)
0.63
Sharpe Ratio (3Y)
0.49
Calmar Ratio
0.37
Annualized Volatility (3Y)
+19.65%
Maximum Drawdown
-44.31%
1Y / 3Y / 5Y Rolling Mean CAGR
+18.54% / +15.59% / +17.84%

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.

Related Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) Funds