mid capVery high risk

Sundaram Mid Cap Fund Institutional 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 26 May 2009.

Latest price per unit

₹767.7664

▲ 1.10% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.39 L

▲ ₹38.6k gain · 38.6% / year

Invested 3 years ago

₹1.57 L

▲ ₹57.0k gain · 16.2% / year

Invested 5 years ago

₹1.90 L

▲ ₹89.6k gain · 13.7% / 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

20.1%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-44.31%

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 year38.63%

CAGR — 3 years16.21%

CAGR — 5 years13.65%

CAGR — since launch18.27%

Volatility — 1 year (annualised)16.67%

Volatility — 3 years (annualised)20.06%

Max drawdown — 1 year-10.26%

Max drawdown — 3 years-39.49%

Sharpe ratio — 1 year (rf=6%)1.65

Sharpe ratio — 3 years (rf=6%)0.47

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Mid Cap Fund
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111941
First price on record: 26 May 2009 · 3,058 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.