Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) / AMFI 119581

Sundaram Mid Cap Fund Direct Plan - Growth

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

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

Latest NAV (2026-11-09)
₹1597.0646
AMFI Code / ISIN
119581 / INF903J01MJ3
Category Peer Standing
#19 of 101 ranked peers in Open Ended Schemes ( Equity Scheme - Mid Cap Fund ) by 3Y Sortino
Historical Track
2013-01-02 to 2026-11-09 (3,410 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
+1.95% p.a.
3Y CAGR
+16.84% p.a.
5Y CAGR
+15.35% p.a.
10Y CAGR
+14.39% p.a.
Since Inception CAGR
+17.37% p.a.
Sortino Ratio (3Y)
0.88
Sharpe Ratio (3Y)
0.65
Calmar Ratio
0.38
Annualized Volatility (3Y)
+15.98%
Maximum Drawdown
-44.31%
1Y / 3Y / 5Y Rolling Mean CAGR
+22.15% / +18.59% / +16.50%

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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