Sundaram Mid Cap Fund Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 93% of 3-year investment horizons.
- Generated +1.8% annualized alpha (excess return) over its benchmark.
- Cost-efficient: expense ratio of 1.86% is lower than category median (2.11%).
- Over 24 years of operational history across different market cycles.
- Experienced a maximum drawdown of -68.7% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.21% | +4.07% | +1.14% |
| 3 Months | -4.49% | -1.98% | -2.51% |
| 6 Months | +1.11% | +3.41% | -2.30% |
| 1 Year | +1.88% | +3.63% | -1.75% |
| 3 Years CAGR | +16.06% | +15.02% | +1.04% |
| 5 Years CAGR | +14.72% | +12.65% | +2.07% |
| 7 Years CAGR | +18.18% | +19.98% | -1.80% |
| 10 Years CAGR | +13.82% | +15.76% | -1.94% |
| Since Inception | +15.32% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Mid Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +1.83% | +5.43% | -3.60% |
| 2025 | +4.09% | +1.71% | +2.38% |
| 2024 | +32.01% | +29.27% | +2.74% |
| 2023 | +40.35% | +37.88% | +2.47% |
| 2022 | +4.84% | +2.02% | +2.82% |
| 2021 | +37.49% | +48.43% | -10.94% |
| 2020 | +11.79% | +24.33% | -12.54% |
| 2019 | -0.30% | +5.15% | -5.45% |
| 2018 | -15.41% | -12.21% | -3.20% |
| 2017 | +40.77% | +41.38% | -0.61% |
| 2016 | +11.33% | +3.21% | +8.12% |
| 2015 | +11.15% | +8.03% | +3.12% |
| 2014 | +75.03% | +73.48% | +1.55% |
| 2013 | +4.64% | +4.64% | 0.00% |
| 2012 | +38.02% | +45.00% | -6.98% |
| 2011 | -23.67% | -24.73% | +1.06% |
| 2010 | +20.76% | +18.72% | +2.04% |
| 2009 | +114.63% | +97.88% | +16.75% |
| 2008 | -58.34% | -62.20% | +3.86% |
| 2007 | +63.14% | +64.08% | -0.94% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -60.23% | +19.88% | +12.45% | +179.70% | 77.8% | 37.8% |
| 3-Year Rolling | -11.33% | +17.14% | +16.95% | +43.69% | 92.6% | 48.7% |
| 5-Year Rolling | -1.32% | +16.29% | +17.25% | +32.38% | 99.7% | 22.3% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-02 | 2009-03-09 | -68.7% | 14 months | 17 months |
| 2018-01-08 | 2020-03-23 | -45.3% | 26 months | 10 months |
| 2010-11-10 | 2011-12-20 | -30.4% | 13 months | 24 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity-related instruments of mid instruments of mid cap companies@@ 65-100% high Other equities* 0-5% Fixed Income, Money Market instruments and Cash & Cash equivalents 0-35% Low to Medium Investment in ReITs & InvITs 0-10% Medium to high | Per Scheme Mandate |
Investment Objective & Strategy
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 14,409 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Axis Midcap Fund | 6.2 | +15.76% | 1.77% | 76.1% | Rs 34,908 cr | Compare → |
| BANDHAN MID CAP FUND | 5.7 | +16.26% | 2.11% | 92.1% | Rs 2,678 cr | Compare → |
| Motilal Oswal Midcap Fund | 6.7 | +17.20% | 1.60% | 96.4% | Rs 43,152 cr | Compare → |
| JM Mid Cap Fund | 5.2 | +16.63% | 2.43% | 99.6% | Rs 1,323 cr | Compare → |
| Edelweiss Mid Cap Fund | 6.8 | +18.04% | 1.87% | 90.3% | Rs 20,119 cr | Compare → |
Frequently Asked Questions about Sundaram Mid Cap Fund
What is the expense ratio of Sundaram Mid Cap Fund?
Sundaram Mid Cap Fund has a total expense ratio (TER) of 1.86% with a base expense ratio of 1.45%, compared to the Mid Cap category median of 2.11%.
Who manages Sundaram Mid Cap Fund?
Sundaram Mid Cap Fund is managed by S Bharath.
What are the historical returns of Sundaram Mid Cap Fund?
Sundaram Mid Cap Fund delivered a 3-year CAGR of 16.06% and a 5-year CAGR of 14.72%. Its 1-year return stands at +1.88%.
How large is Sundaram Mid Cap Fund?
Sundaram Mid Cap Fund manages assets of Rs 14,409 cr, placing it in the 'comfortable' size band relative to Mid Cap peers.
How is Sundaram Mid Cap Fund scored on MFIQ?
Sundaram Mid Cap Fund holds an MFIQ Score of 5.7/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Mid Cap Fund?
Sundaram Mid Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 16.02% with a maximum historical drawdown of -68.66%.