← Sundaram Mutual Fund
Sundaram Mid Cap Fund Regular Plan - Growth
Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01173
NAV · 06-Jul-2026
₹1479.3720
1M
+3.61%
6M
+1.36%
1Y (CAGR)
+5.72%
3Y (CAGR)
+21.26%
5Y (CAGR)
+18.21%
Since inception (CAGR)
+15.64%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
15.84%
Downside dev (3y)
12.86%
Max drawdown (3y)
-21.0%
Sharpe (3y)
0.93
SIP XIRR (3y)
+12.40%
SIP XIRR (5y)
+17.75%
Calendar-year returns
2020 +11.8%2021 +37.5%2022 +4.8%2023 +40.4%2024 +32.0%2025 +4.1%
Fund facts
Fund managerS. Bharath · Shalav Saket
AUM₹1,36,866 Cr
TER · AMFI officialDirect 1.07% · Regular 1.89% (2026-06-30)
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.
scheme documents ↗