Sundaram Mid Cap Fund - Direct - Growth
Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
16.99%
Expense Ratio
1.05%
as of 01/08/2026
AUM
₹1,294.38 Cr
Qtr End: Jun 26
NAV
₹1,548.739
as of 16/10/2026
3Y Returns (CAGR)
16.99%
Expense Ratio
1.05%
as of 01/08/2026
AUM
₹1,294.38 Cr
Qtr End: Jun 26
NAV
₹1,548.739
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -5.82% | -21.33% | 12.67% |
| 6M | -0.85% | -1.69% | 13.59% |
| 1Y | -0.67% | -0.67% | 16.04% |
| 3Y | 60.12% | 16.99% | 16.04% |
| 5Y | 97.68% | 14.60% | 15.78% |
Scheme Details
- Launch Date
- 24/06/2002
- Fund Age
- 24.3 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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