mid capHigh risk

Sundaram Mid Cap Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

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 2 Jan 2013.

Latest price per unit

₹72.8988

▼ 1.18% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹3.0k gain · 3.0% / year

Invested 3 years ago

₹1.29 L

▲ ₹29.2k gain · 8.9% / year

Invested 5 years ago

₹1.60 L

▲ ₹59.9k gain · 9.8% / 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

18.2%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-54.94%

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 year3.00%

CAGR — 3 years8.91%

CAGR — 5 years9.84%

CAGR — since launch10.07%

Volatility — 1 year (annualised)16.17%

Volatility — 3 years (annualised)18.21%

Max drawdown — 1 year-12.96%

Max drawdown — 3 years-26.39%

Sharpe ratio — 1 year (rf=6%)-0.18

Sharpe ratio — 3 years (rf=6%)0.15

Fund info

Fund house: Sundaram Mutual Fund
Category: Equity Scheme - Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF903J01MH7
ISIN (Div re-invest): INF903J01MI5
Fund code: 119582
First price on record: 2 Jan 2013 · 3,362 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.