InvestVerdict
Sundaram Mid Cap Fund
Direct Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Mid Cap · Scheme code 119582
Fund houseSundaram Mutual Fund
CategoryMid Cap
Plan & optionDirect · IDCW (Income Distribution CUM Capital Withdrawal)
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.47 | -0.92 | 0.62 | 5.47 | 10.00 | — | — | — | 10.42 |
| Nifty Midcap 150 benchmark |
1.72 | 4.38 | 7.84 | 13.13 | 17.93 | — | — | — | 18.43 |
| Mid Cap category median |
— | — | — | 10.21 | 19.84 | 17.23 | — | 17.08 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 17.6% | 0.20 | 0.25 | 1.06 | -8.59% | -26.4% | 87.90 |
| Nifty Midcap 150 benchmark |
16.8% | 0.68 | 0.93 | — | — | -21.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 103 | -15.9% | 3.1% | 48.3% | 32% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.