Should I invest in Sundaram Mid Cap Fund Regular Plan?

We don't give personal investment advice. Sundaram Mid Cap Fund Regular 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: 21.0%. 5-year CAGR: 17.36%.

Sundaram BNP Paribas

Sundaram Mid Cap Fund Regular Plan - Growth

Latest NAV

₹1,473.7383

As of

24 Jul 2026

5,000 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	-0.46%	-0.02%	-0.44	24 / 27	Q4
1W	-0.92%	-1.13%	+0.21	7 / 27	Q2
2W	-1.72%	-1.54%	-0.18	13 / 27	Q2
1M	+0.20%	-0.61%	+0.81	9 / 27	Q2
3M	+4.31%	+3.93%	+0.39	10 / 27	Q2
6M	+8.66%	+7.69%	+0.97	12 / 27	Q2
YTD	+2.38%	+1.25%	+1.13	12 / 27	Q2
1Y	+6.00%	+1.15%	+4.85	3 / 27	Q1
2Y	+6.16%	+1.20%	+4.96	3 / 27	Q1
3Y	+20.18%	+14.78%	+5.40	5 / 27	Q1
4Y	+20.83%	+16.26%	+4.57	5 / 27	Q1
5Y	+17.36%	+13.66%	+3.70	5 / 27	Q1
7Y	+19.25%	+17.91%	+1.34	13 / 27	Q2
10Y	+14.49%	+12.82%	+1.66	10 / 27	Q2
Inception	+15.60%	+11.00%	+4.60	4 / 27	Q1

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	+2.38%	+1.25%	+1.13	12 / 27
2025	+3.87%	+0.65%	+3.22	7 / 27
2024	+31.23%	+23.63%	+7.60	6 / 27
2023	+40.68%	+35.07%	+5.62	4 / 27
2022	+4.84%	+2.50%	+2.34	10 / 27
2021	+36.24%	+38.76%	-2.53	17 / 27
2020	+11.70%	+20.23%	-8.53	21 / 27
2019	-0.37%	-0.75%	+0.38	15 / 27
2018	-15.17%	-14.09%	-1.08	15 / 27
2017	+39.37%	+36.02%	+3.35	12 / 27
2016	+11.00%	+0.99%	+10.02	1 / 27

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

+19.90%

236 windows

min -58.2% · max 158.2%

78% positive

3-Year rolling

+17.19%

211 windows

min -9.4% · max 43.7%

92% positive

5-Year rolling

+16.31%

187 windows

min 0.0% · max 30.6%

100% positive

7-Year rolling

+15.83%

163 windows

min 8.5% · max 29.5%

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

15.08%

3-year · annualised

Sharpe ratio

0.88

vs risk-free 6.5%

Sortino ratio

1.41

Downside-only deviation

Max drawdown

-20.97%

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 Plan	HDFC	₹205.1410	24 Jul 2026
SBI MIDCAP FUND - REGULAR PLAN - GROWTH	SBI	₹241.7656	24 Jul 2026
ICICI Prudential MidCap Fund - Growth	ICICI Prudential	₹331.1600	24 Jul 2026
Franklin India Mid Cap Fund - IDCW	Franklin Templeton	₹85.4545	24 Jul 2026
Kotak Midcap Fund - Regular Plan - Growth	Kotak Mahindra	₹143.7810	24 Jul 2026
UTI Mid Cap Fund - Regular Plan - IDCW	UTI	₹144.2427	24 Jul 2026
Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW	Birla Sun Life	₹57.8700	24 Jul 2026
Invesco India Midcap Fund - Regular Plan - Growth Option	Religare	₹194.5800	24 Jul 2026
NIPPON INDIA GROWTH MID CAP FUND - IDCW Option	Reliance	₹119.1847	24 Jul 2026
quant Mid Cap Fund - Growth Option - Regular Plan	Escorts	₹219.8673	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹1,473.7383
23 Jul 2026	₹1,480.5253
22 Jul 2026	₹1,496.2859
21 Jul 2026	₹1,503.6328
20 Jul 2026	₹1,493.5058
17 Jul 2026	₹1,487.4367
16 Jul 2026	₹1,491.2440
15 Jul 2026	₹1,496.6779
14 Jul 2026	₹1,487.8573
13 Jul 2026	₹1,497.8207

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 24 Jul 2026, the NAV of Sundaram Mid Cap Fund Regular Plan - Growth is ₹1,473.7383. It's a Mid Cap Fund from Sundaram BNP Paribas, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Sundaram Mid Cap Fund Regular Plan - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Sundaram Mid Cap Fund Regular Plan - Growth is managed by Sundaram BNP Paribas. 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 Regular Plan - Growth has delivered a absolute return of 6.00% — +4.85 pp ahead of the Mid Cap Fund category average of 1.15%. The fund ranks #3 of 27 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Sundaram Mid Cap Fund Regular Plan - Growth has delivered a CAGR of 20.18% — +5.4 pp ahead of the Mid Cap Fund category average of 14.78%. The fund ranks #5 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Sundaram Mid Cap Fund Regular Plan - Growth has delivered a CAGR of 17.36% — +3.7 pp ahead of the Mid Cap Fund category average of 13.66%. The fund ranks #5 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Sundaram Mid Cap Fund Regular Plan - Growth exactly 10 years ago would be worth approximately ₹386,887 today — a multiplier of 3.87×, based on the 10-year CAGR of 14.49%. The category average over the same window would have grown ₹1 lakh to ₹334,174.

A ₹10,000 monthly SIP in Sundaram Mid Cap Fund Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹936,864 today. That's an XIRR (money-weighted annualised return) of 17.86%.

A ₹10,000 monthly SIP for 10 years in Sundaram Mid Cap Fund Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,884,541 (multiplier 2.40×). XIRR: 16.71%. 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 Regular Plan - Growth ranks #5 out of 27 funds in the Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.66%; this fund delivered 17.36%.

The worst peak-to-trough decline Sundaram Mid Cap Fund Regular Plan - Growth has experienced over the last 5-year window is 20.97% — 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 Regular Plan - Growth averaged 16.31% (best 30.62%, worst 0.01%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

In calendar year 2025, Sundaram Mid Cap Fund Regular Plan - Growth returned 3.87% — beating the Mid Cap Fund category average of 0.65% by 3.22 pp. It ranked #7 of 27 in its category that year.

Sundaram Mid Cap Fund Regular 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 Regular 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: 21.0%. 5-year CAGR: 17.36%.

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