Sundaram Mutual FundEquity Scheme - Mid Cap FundGrowth

Sundaram Mid Cap Fund Institutional Plan - Growth

Scheme code #111941 · Open Ended Schemes

₹767.7664

Latest NAV

31-12-2021

1.10%

Day change

₹808.5061

52-week high

₹553.9361

52-week low

NAV history

Returns

1 month	1.88%
3 months	1.11%
6 months	12.56%
1 year (absolute)	38.60%
3 years (absolute)	56.97%
5 years (absolute)	89.67%
1Y CAGR	38.63%
3Y CAGR	16.21%
5Y CAGR	13.65%
Since inception CAGR	18.27%

Risk metrics

Volatility (1Y, annualized σ)	16.67%
Volatility (3Y, annualized σ)	20.06%
Max drawdown (1Y)	-10.26%
Max drawdown (3Y)	-39.49%
Max drawdown (all time)	-44.31%
Sharpe ratio (1Y, rf=6%)	1.65
Sharpe ratio (3Y, rf=6%)	0.47

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Mid Cap Fund
Plan	—
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	S
Scheme code	111941
Earliest NAV date	26-05-2009
Total NAV observations	3,058
History last refreshed	2026-08-30 15:10:40 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.