Should I invest in Sundaram Mid Cap Fund Direct Plan?

We don't give personal investment advice. Sundaram Mid Cap Fund Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.7%. 5-year CAGR: 19.39%.

Sundaram

Sundaram Mid Cap Fund Direct Plan - Growth

Latest NAV

₹1,560.6269

As of

3 Jun 2026

3,298 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.20%	+0.15%	+0.05	21 / 34	Q3
1W	-1.37%	-1.85%	+0.48	7 / 34	Q1
2W	-0.01%	-0.16%	+0.15	13 / 34	Q2
1M	+0.02%	+0.51%	-0.49	20 / 34	Q3
3M	+1.98%	+4.16%	-2.18	26 / 33	Q4
6M	-0.77%	+0.22%	-0.99	23 / 33	Q3
YTD	-0.62%	+0.48%	-1.09	22 / 33	Q3
1Y	+6.40%	+6.03%	+0.37	18 / 32	Q3
2Y	+8.96%	+6.85%	+2.12	8 / 31	Q2
3Y	+23.16%	+20.47%	+2.69	11 / 31	Q2
4Y	+22.65%	+19.91%	+2.74	9 / 25	Q2
5Y	+19.39%	+17.75%	+1.64	9 / 24	Q2
7Y	+17.94%	+19.64%	-1.70	16 / 22	Q3
10Y	+15.89%	+16.84%	-0.95	12 / 19	Q3
Inception	+17.81%	+18.51%	-0.70	24 / 34	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.62%	+0.48%	-1.09	22 / 33
2025	+4.74%	+2.51%	+2.23	11 / 31
2024	+32.33%	+29.88%	+2.45	10 / 31
2023	+41.85%	+38.88%	+2.97	11 / 30
2022	+5.82%	+4.09%	+1.74	9 / 24
2021	+37.34%	+45.26%	-7.92	20 / 23
2020	+12.60%	+24.48%	-11.88	20 / 22
2019	+0.43%	+4.55%	-4.12	18 / 21
2018	-14.54%	-10.32%	-4.22	16 / 20
2017	+40.37%	+41.26%	-0.89	14 / 20
2016	+11.28%	+4.21%	+7.08	3 / 19

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+22.87%

152 windows

min -31.3% · max 98.7%

86% positive

3-Year rolling

+18.43%

127 windows

min -10.1% · max 41.7%

92% positive

5-Year rolling

+16.44%

103 windows

min -0.6% · max 30.7%

99% positive

7-Year rolling

+15.07%

79 windows

min 9.8% · max 19.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.28%

3-year · annualised

Sharpe ratio

0.97

vs risk-free 6.5%

Sortino ratio

1.57

Downside-only deviation

Max drawdown

-20.69%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹219.0770	3 Jun 2026
NIPPON INDIA GROWTH MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹184.7203	3 Jun 2026
SBI MIDCAP FUND - DIRECT PLAN - GROWTH	SBI	₹261.4456	3 Jun 2026
ICICI Prudential MidCap Fund - Direct Plan - Growth	ICICI Prudential	₹374.7000	3 Jun 2026
Invesco India Midcap Fund - Direct Plan - Growth Option	Invesco	₹220.3000	3 Jun 2026
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN	Bandhan	₹18.8500	3 Jun 2026
quant Mid Cap Fund - Growth Option - Direct Plan	Quant	₹245.6593	3 Jun 2026
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹896.8300	3 Jun 2026
Motilal Oswal Midcap Fund-Direct Plan-Growth Option	Motilal Oswal	₹104.1164	3 Jun 2026
Franklin India Mid Cap Fund - Direct - Growth	Franklin India	₹3,000.7955	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹1,560.6269
2 Jun 2026	₹1,567.9523
1 Jun 2026	₹1,564.8658
29 May 2026	₹1,586.0479
27 May 2026	₹1,601.9658
26 May 2026	₹1,589.7874
22 May 2026	₹1,574.1826
21 May 2026	₹1,576.6544
20 May 2026	₹1,575.4855
19 May 2026	₹1,568.1789

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Sundaram Mid Cap Fund Direct Plan - Growth is ₹1,560.6269. It's a Mid Cap Fund from Sundaram, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Mid Cap Fund Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Sundaram Mid Cap Fund Direct Plan - Growth is managed by Sundaram. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sundaram Mid Cap Fund Direct Plan - Growth has delivered a absolute return of 6.40% — +0.37 pp ahead of the Mid Cap Fund category average of 6.03%. The fund ranks #18 of 32 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Sundaram Mid Cap Fund Direct Plan - Growth has delivered a CAGR of 23.16% — +2.69 pp ahead of the Mid Cap Fund category average of 20.47%. The fund ranks #11 of 31 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Sundaram Mid Cap Fund Direct Plan - Growth has delivered a CAGR of 19.39% — +1.64 pp ahead of the Mid Cap Fund category average of 17.75%. The fund ranks #9 of 24 in its category — the second (Q2) quartile.

₹1 lakh invested in Sundaram Mid Cap Fund Direct Plan - Growth exactly 10 years ago would be worth approximately ₹437,159 today — a multiplier of 4.37×, based on the 10-year CAGR of 15.89%. The category average over the same window would have grown ₹1 lakh to ₹474,182.

A ₹10,000 monthly SIP in Sundaram Mid Cap Fund Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹943,256 today. That's an XIRR (money-weighted annualised return) of 18.13%.

A ₹10,000 monthly SIP for 10 years in Sundaram Mid Cap Fund Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,958,158 (multiplier 2.47×). XIRR: 17.18%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sundaram Mid Cap Fund Direct Plan - Growth ranks #9 out of 24 funds in the Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 17.75%; this fund delivered 19.39%.

The worst peak-to-trough decline Sundaram Mid Cap Fund Direct Plan - Growth has experienced over the last 5-year window is 20.69% — its NAV fell from a high on 24 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sundaram Mid Cap Fund Direct Plan - Growth averaged 16.44% (best 30.70%, worst -0.64%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.81 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Mid Cap Fund Direct Plan - Growth returned 4.74% — beating the Mid Cap Fund category average of 2.51% by 2.23 pp. It ranked #11 of 31 in its category that year.

Sundaram Mid Cap Fund Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Sundaram Mid Cap Fund Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.7%. 5-year CAGR: 19.39%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.