Sundaram Mutual FundEquity Scheme - Mid Cap FundDirectGrowth

Sundaram Mid Cap Fund - Direct Plan - GROWTH

Scheme code #119581 · Open Ended Schemes

₹1,664.5943

Latest NAV

01-09-2026

-1.18%

Day change

₹1,690.2831

52-week high

₹1,387.7577

52-week low

NAV history

Returns

1 month	0.13%
3 months	6.37%
6 months	6.58%
1 year (absolute)	10.44%
3 years (absolute)	72.19%
5 years (absolute)	129.04%
1Y CAGR	10.45%
3Y CAGR	19.85%
5Y CAGR	18.03%
Since inception CAGR	17.99%

Risk metrics

Volatility (1Y, annualized σ)	15.13%
Volatility (3Y, annualized σ)	15.93%
Max drawdown (1Y)	-12.96%
Max drawdown (3Y)	-20.69%
Max drawdown (all time)	-44.31%
Sharpe ratio (1Y, rf=6%)	0.28
Sharpe ratio (3Y, rf=6%)	0.79

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Mid Cap Fund
Plan	Direct
Option	Growth
ISIN (Growth)	INF903J01MJ3
ISIN (Div reinvest)	—
AMC code	S
Scheme code	119581
Earliest NAV date	02-01-2013
Total NAV observations	3,362
History last refreshed	2026-09-02 13:42:18 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.