← Sundaram Mutual Fund
Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Open Ended Schemes(Equity Scheme - Mid Cap Fund)Very High Risk★★★★★ISIN INF903J01MH7
NAV · 06-Jul-2026
₹76.4649
1M
+3.68%
6M
+1.79%
1Y (CAGR)
-0.60%
3Y (CAGR)
+13.71%
5Y (CAGR)
+12.50%
Since inception (CAGR)
+10.53%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
17.83%
Downside dev (3y)
17.21%
Max drawdown (3y)
-26.4%
Sharpe (3y)
0.40
SIP XIRR (3y)
+6.77%
SIP XIRR (5y)
+11.13%
Calendar-year returns
2020 +10.7%2021 +29.1%2022 -1.5%2023 +31.6%2024 +23.6%2025 -2.1%
Fund facts
Fund managerS. Bharath · Shalav Saket
AUM₹1,36,866 Cr
Expense ratio0.88% · 2026-05-31
Launch date24-Jun-2002
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility17.49
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 ↗