mid capHigh risk

Sundaram Mid Cap Fund - Regular Plan - GROWTH

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Sundaram Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹1,529.0341

▼ 0.27% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.12 L

▲ ₹12.2k gain · 12.2% / year

Invested 3 years ago

₹1.73 L

▲ ₹73.0k gain · 20.0% / year

Invested 5 years ago

₹2.28 L

▲ ₹1.28 L gain · 18.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.9%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-68.66%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year12.16%

CAGR — 3 years20.05%

CAGR — 5 years17.96%

CAGR — since launch15.74%

Volatility — 1 year (annualised)15.15%

Volatility — 3 years (annualised)15.90%

Max drawdown — 1 year-13.04%

Max drawdown — 3 years-20.97%

Sharpe ratio — 1 year (rf=6%)0.38

Sharpe ratio — 3 years (rf=6%)0.80

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Mid Cap Fund
Plan: Regular
Option: Growth
ISIN (Growth): INF903J01173
ISIN (Div re-invest): —
Fund code: 101539
First price on record: 3 Apr 2006 · 5,025 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.