Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01181

NAV · 06-Jul-2026

₹68.4759

+3.61%

+1.36%

1Y (CAGR)

-1.45%

3Y (CAGR)

+12.76%

5Y (CAGR)

+11.55%

Since inception (CAGR)

+6.00%

NAV history

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Q4 · 3Y in category

Volatility (3y)

17.83%

Downside dev (3y)

17.21%

Max drawdown (3y)

-26.7%

Sharpe (3y)

0.35

SIP XIRR (3y)

+5.86%

SIP XIRR (5y)

+10.16%

Calendar-year returns

2020 +9.7%2021 +28.1%2022 -2.5%2023 +30.5%2024 +22.5%2025 -3.0%

AUM₹1,36,866 Cr

Launch date24-Jun-2002

Plan typeOpen Ended · Equity

Min lumpsumRs.5000/-

Lock-inNone

Volatility16.54

AMCSundaram Asset Management Company Ltd

Objective · The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.