Sundaram Mid Cap Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Performance chart
Benchmark: Nifty Midcap 150 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned 6.6% a year, against Nifty Midcap 150 12.5%.
- Volatility over 3 years was 18.1% a year (Nifty Midcap 150: 17.3%), with a Sharpe ratio of -0.05.
- Its biggest fall from a peak was 54.9% (8 Jan 2018 to 23 Mar 2020).
- It did better than the Nifty Midcap 150 in 0 of the last 6 calendar years.
- Across all 3-year periods since launch, yearly returns ranged from -17.5% to 33.0% and were positive 82% of the time.
- Expense ratio 1.05%, fund size ₹13,854 crore.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +2.00% | -3.18% | -12.25% | -5.84% | -8.14% | -6.16% | -6.56% | +5.57% | +6.64% | +11.68% | +5.78% | +9.41% |
| Nifty Midcap 150 | +2.09% | -2.69% | -6.03% | +0.52% | -2.34% | -0.18% | -0.85% | +12.81% | +12.45% | +20.77% | — | +17.44% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Mid Cap Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | -8.14% | -2.13% | +23.55% | +31.55% | -1.54% | +29.15% | +10.70% | -6.18% | -25.31% | +33.72% | +4.53% |
| Nifty Midcap 150 | -2.34% | +5.37% | +23.80% | +43.68% | +2.96% | +46.81% | +24.38% | — | — | — | — |
| Difference | -5.80% | -7.50% | -0.25% | -12.13% | -4.50% | -17.66% | -13.68% | — | — | — | — |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 18.10% | 17.37% |
| Nifty Midcap 150 volatility ? | 17.30% | 16.97% |
| Sharpe ratio ? | -0.05 | 0.01 |
| Sortino ratio ? | -0.06 | 0.01 |
| Beta ? | 0.93 | 0.92 |
| Alpha (yearly) ? | -6.78% | -5.34% |
| R-squared ? | 0.79 | 0.81 |
| Up-market capture ? | 94.20% | 87.50% |
| Down-market capture ? | 113.10% | 108.40% |
| Maximum drawdown | -26.39% | -26.39% |
Rolling 3-year returns (yearly)
Rolling 5-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR | Nifty Midcap 150 XIRR |
|---|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,11,925 | ₹-8,075 | -12.19% | -3.02% |
| 3Y | ₹3,60,000 | ₹3,49,028 | ₹-10,972 | -2.00% | +5.02% |
| 5Y | ₹6,00,000 | ₹6,89,942 | ₹89,942 | +5.52% | +12.96% |
| 10Y | ₹12,00,000 | ₹18,21,963 | ₹6,21,963 | +8.10% | — |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Mid Cap Funds (33)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Investment objective
- The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
- Fund managers
- S. Bharath, Shalav Saket
- Fund house
- Sundaram Mutual Fund
- Category
- Mid Cap Funds · Equity
- Benchmark used here
- Nifty Midcap 150 (price index)
- Plan / option
- Direct · IDCW (income distribution)
- AMFI scheme code
- 119582
- ISIN
- INF903J01MH7, INF903J01MI5
- Scheme documents
- SID, KIM and factsheets (fund house website) · exit load and full portfolio are in these documents.
About Mid Cap Funds
Mid Cap Funds invest at least 65% in mid-cap companies (the 101st to 250th largest listed companies). Mid caps can grow faster than large caps but are more volatile.
Generally used by investors with a long horizon (7+ years) who are comfortable with bigger swings.
Other plans of this scheme
Questions about this scheme
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