← Sundaram Mutual Fund
Sundaram Mid Cap Fund Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01MJ3
NAV · 06-Jul-2026
₹1628.3927
1M
+3.68%
6M
+1.79%
1Y (CAGR)
+6.60%
3Y (CAGR)
+22.28%
5Y (CAGR)
+19.21%
Since inception (CAGR)
+17.97%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
15.84%
Downside dev (3y)
12.86%
Max drawdown (3y)
-20.7%
Sharpe (3y)
1.00
SIP XIRR (3y)
+13.36%
SIP XIRR (5y)
+18.77%
Calendar-year returns
2020 +12.7%2021 +38.6%2022 +5.8%2023 +41.5%2024 +33.1%2025 +5.0%
Fund facts
Fund managerS. Bharath · Shalav Saket
AUM₹1,36,866 Cr
Expense ratio0.88% · 2026-05-31
TER · AMFI officialDirect 1.07% · Regular 1.89% (2026-06-30)
Launch date24-Jun-2002
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
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 ↗