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Sundaram Mid Cap Fund - Direct Plan - IDCW

Very High Risk
Rs 71.92  
-0.39
  |  
 NAV as on Sep 23, 2025
Expense Ratio
0.93%
Fund Category
Fund Size
Rs 12,501 Crores
Exit Load
1.00%
Min. Investment
Rs 100

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Asset Allocation

Sector Allocation

Sundaram Mid Cap Fund - Direct Plan - IDCW Fund Details

Investment Objective - To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Return Since Launch
16.76%
Launch Date
Jan 1, 2013
Type
Open Ended
Riskometer
Very High

Ratio Analysis

Standard Deviation
15.00 vs NA
Fund Vs Category Avg
Beta
0.90 vs NA
Fund Vs Category Avg
Sharpe Ratio
1.10 vs NA
Fund Vs Category Avg
Portfolio Turnover Ratio
47.90 vs NA
Fund Vs Category Avg

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)-1.010.61-3.356.5112.2212.6719.208.2316.76
Category Average (%)-0.820.772.7113.34-2.5318.9720.79NA21.04
Rank within Category9266146127151116978393

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(IDCW Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
81.4983,105-0.610.873.1313.22-5.6017.8521.6210.7317.910.71
95.9756,988-0.431.164.8218.552.9023.4829.7416.7219.510.37
192.9938,386-0.590.982.6414.56-8.0618.3923.959.9126.180.71
52.2934,780-2.09-0.312.146.63-8.8918.5524.1710.3915.350.69
56.6431,056-0.960.462.6314.17-9.569.6513.318.6814.590.56
147.0522,012-0.621.02-0.664.71-6.9516.2627.1614.2723.510.85
72.1419,037-0.740.753.6415.26-9.3610.6110.279.9516.790.70
28.8116,807-0.612.425.4018.73-7.0411.7720.48NA18.750.58
71.9212,501-1.010.61-3.356.51-15.1012.6719.208.2316.760.93
112.7012,251-1.050.08-6.771.81-10.4013.2416.347.1020.950.95
View All
Sep 23, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹4,245 (-15.10%)

Fund Manager

S Bharath
Ratish B Varier

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

View More

Here is the list of funds managed by S Bharath

Scheme Name(IDCW Direct)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Mid Cap71.9212,501-15.1019.20
Equity - Large & Mid Cap35.996,651-9.7515.50
Equity - Flexi Cap14.882,069-5.43NA
Equity - Value20.791,461-4.3912.19
Equity - Sectoral/Thematic10.21861NANA
Sep 23, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
71.9212,501-1.010.61-3.356.51-15.1012.6719.208.2316.760.93
35.996,651-0.281.393.8410.92-9.758.8715.507.8710.580.77
26.454,3330.381.262.1115.24-3.9510.9419.86NA14.910.74
17.773,302-0.520.140.69-0.22-12.347.67NANA12.320.64
38.273,282-0.762.31-3.149.70-15.5810.8119.046.3611.120.87
91.792,810-1.071.213.817.69-9.059.9516.548.8619.020.94
Sep 23, 2025
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