Sundaram Mid Cap Fund - Direct - Growth
A Equity Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
21.38%
Expense Ratio
0.88%
as of 01/05/2026
AUM
₹1,176.74 Cr
Qtr End: Mar 26
NAV
₹1,560.627
as of 03/06/2026
3Y Returns (CAGR)
21.38%
Expense Ratio
0.88%
as of 01/05/2026
AUM
₹1,176.74 Cr
Qtr End: Mar 26
NAV
₹1,560.627
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.92% | 12.19% | 22.15% |
| 6M | -0.63% | -1.26% | 18.90% |
| 1Y | 3.28% | 3.28% | 15.08% |
| 3Y | 78.81% | 21.38% | 15.83% |
| 5Y | 133.27% | 18.46% | 15.82% |
Scheme Details
- Launch Date
- 24/06/2002
- Fund Age
- 23.9 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Invesco India Midcap Fund - Direct - Growth | 23.62% | 0.59% | ₹3,188.1 |
| ICICI Prudential MidCap Fund - Direct - Growth | 24.15% | 1.03% | ₹952.88 |
| WhiteOak Capital Mid Cap Fund - Direct - Growth | 23.65% | 0.56% | ₹488.53 |
| HSBC Midcap Fund - Direct - Growth | 26.23% | 0.66% | ₹2,493.7 |
| Mirae Asset Midcap Fund - Direct - Growth | 18.72% | 0.59% | ₹5,488.33 |
| Edelweiss Mid Cap Fund - Direct - Growth | 22.69% | 0.48% | ₹3,427.94 |
| HDFC Mid Cap Fund - Direct - Growth | 19.69% | 0.76% | ₹24,347.24 |