mid capVery high risk

Sundaram Mid Cap Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW)

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 17 Jun 2010.

Latest price per unit

₹40.673

▲ 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

₹1.29 L

▲ ₹29.2k gain · 29.2% / year

Invested 3 years ago

₹1.32 L

▲ ₹32.3k gain · 9.8% / year

Invested 5 years ago

₹1.29 L

▲ ₹28.9k gain · 5.2% / 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

20.5%

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

Worst drop ever

-56.29%

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 year29.17%

CAGR — 3 years9.78%

CAGR — 5 years5.20%

CAGR — since launch7.66%

Volatility — 1 year (annualised)18.08%

Volatility — 3 years (annualised)20.47%

Max drawdown — 1 year-10.26%

Max drawdown — 3 years-39.88%

Sharpe ratio — 1 year (rf=6%)1.12

Sharpe ratio — 3 years (rf=6%)0.17

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Mid Cap Fund
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111942
First price on record: 17 Jun 2010 · 2,844 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.