NSE ScannerSundaram Mutual Fund · Equity · Mid Cap · Direct plan
Sundaram Mid Cap Fund - Direct Plan - Growth
₹1,508.1232NAV on 30 Oct 2026Expense ratio 1.06%
29 Oct 2025NAV low 1,387.76 · high 1,690.28-4.8%
In plain words
Over 3 years it returned +16.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.7%.
On 3-year return it ranks 10 of 28 funds in Mid Cap.
A monthly SIP over 10 years ended ₹1,34,221 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.4% | +1.9% |
| 3 months | -9.0% | -5.1% |
| 6 months | -3.1% | -3.2% |
| 1 year | -4.6% | -10.2% |
| 3 years (yearly) | +16.4% | +7.4% |
| 5 years (yearly) | +15.1% | +6.5% |
| 10 years (yearly) | +13.2% | +11.3% |
| Since start (yearly) | +16.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,091 | -6.6% |
| 3 years | ₹3,60,000 | ₹3,93,306 | +5.6% |
| 5 years | ₹5,90,000 | ₹8,37,069 | +13.8% |
| 10 years | ₹11,90,000 | ₹26,93,617 | +15.5% |
Other plan of this fund: Sundaram Mid Cap Fund - Regular Plan - Growth