Sundaram Mutual FundEquity Scheme - Mid Cap FundRegularGrowth

Sundaram Mid Cap Fund - Regular Plan - GROWTH

Scheme code #101539 · Open Ended Schemes

₹1,529.0341

Latest NAV

28-08-2026

-0.27%

Day change

₹1,534.1592

52-week high

₹1,263.7552

52-week low

NAV history

Returns

1 month	2.23%
3 months	4.97%
6 months	7.44%
1 year (absolute)	12.15%
3 years (absolute)	73.03%
5 years (absolute)	128.46%
1Y CAGR	12.16%
3Y CAGR	20.05%
5Y CAGR	17.96%
Since inception CAGR	15.74%

Risk metrics

Volatility (1Y, annualized σ)	15.15%
Volatility (3Y, annualized σ)	15.90%
Max drawdown (1Y)	-13.04%
Max drawdown (3Y)	-20.97%
Max drawdown (all time)	-68.66%
Sharpe ratio (1Y, rf=6%)	0.38
Sharpe ratio (3Y, rf=6%)	0.80

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Mid Cap Fund
Plan	Regular
Option	Growth
ISIN (Growth)	INF903J01173
ISIN (Div reinvest)	—
AMC code	S
Scheme code	101539
Earliest NAV date	03-04-2006
Total NAV observations	5,025
History last refreshed	2026-08-30 12:54:13 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.