Sundaram Mid Cap Fund Regular Plan - Growth
(Erstwhile Sundaram Select Midcap-Growth)
| Category: Equity: Mid Cap |
| Launch Date: 01-07-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| Expense Ratio: 1.79% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,045.07 Cr As on (28-02-2025) |
| Turn over: 40% |
NAV as on 02-04-2025
1237.1249
14.41 (1.1652%)
CAGR Since Inception
23.7%
NIFTY Midcap 150 TRI 17.2%
PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth
Scheme Performance (%)
Data as on - 02-04-2025Yearly Performance (%)
Fund Managers
Bharath S., Ratish Varier
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)
Show All Monthly Lumpsum Returns
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 30-07-2002 | 9.9252 | 10075.3637 | 100000 | 0.0 % |
| 30-08-2002 | 10.1932 | 10075.3637 | 102700 | 2.7 % |
| 30-09-2002 | 9.816 | 10075.3637 | 98900 | -1.1 % |
| 30-10-2002 | 9.5183 | 10075.3637 | 95900 | -4.1 % |
| 30-11-2002 | 9.9153 | 10075.3637 | 99900 | -0.1 % |
| 30-12-2002 | 10.084 | 10075.3637 | 101600 | 1.6 % |
| 30-01-2003 | 10.3917 | 10075.3637 | 104700 | 4.7 % |
| 28-02-2003 | 10.6398 | 10075.3637 | 107200 | 7.2 % |
| 28-03-2003 | 9.8458 | 10075.3637 | 99200 | -0.8 % |
| 28-04-2003 | 10.1237 | 10075.3637 | 102000 | 2.0 % |
| 28-05-2003 | 12.4561 | 10075.3637 | 125500 | 25.5 % |
| 28-06-2003 | 12.8792 | 10075.3637 | 129763 | 29.76 % |
| 28-07-2003 | 13.8737 | 10075.3637 | 139783 | 39.78 % |
| 28-08-2003 | 15.9438 | 10075.3637 | 160640 | 60.64 % |
| 28-09-2003 | 17.0495 | 10075.3637 | 171780 | 71.78 % |
| 28-10-2003 | 18.8538 | 10075.3637 | 189959 | 89.96 % |
| 28-11-2003 | 22.0695 | 10075.3637 | 222358 | 122.36 % |
| 28-12-2003 | 26.2299 | 10075.3637 | 264276 | 164.28 % |
| 28-01-2004 | 23.877 | 10075.3637 | 240569 | 140.57 % |
| 28-02-2004 | 22.892 | 10075.3637 | 230645 | 130.64 % |
| 28-03-2004 | 22.0322 | 10075.3637 | 221982 | 121.98 % |
| 28-04-2004 | 25.0629 | 10075.3637 | 252518 | 152.52 % |
| 28-05-2004 | 22.717 | 10075.3637 | 228882 | 128.88 % |
| 28-06-2004 | 21.2409 | 10075.3637 | 214010 | 114.01 % |
| 28-07-2004 | 23.845 | 10075.3637 | 240247 | 140.25 % |
| 28-08-2004 | 26.2189 | 10075.3637 | 264165 | 164.16 % |
| 28-09-2004 | 27.8308 | 10075.3637 | 280405 | 180.41 % |
| 28-10-2004 | 28.7253 | 10075.3637 | 289418 | 189.42 % |
| 28-11-2004 | 31.9897 | 10075.3637 | 322308 | 222.31 % |
| 28-12-2004 | 35.1592 | 10075.3637 | 354242 | 254.24 % |
| 28-01-2005 | 35.4535 | 10075.3637 | 357207 | 257.21 % |
| 28-02-2005 | 37.6144 | 10075.3637 | 378979 | 278.98 % |
| 28-03-2005 | 37.0821 | 10075.3637 | 373616 | 273.62 % |
| 28-04-2005 | 38.5931 | 10075.3637 | 388840 | 288.84 % |
| 28-05-2005 | 40.6495 | 10075.3637 | 409558 | 309.56 % |
| 28-06-2005 | 40.4219 | 10075.3637 | 407265 | 307.26 % |
| 28-07-2005 | 45.6509 | 10075.3637 | 459949 | 359.95 % |
| 28-08-2005 | 48.79 | 10075.3637 | 491577 | 391.58 % |
| 28-09-2005 | 51.4673 | 10075.3637 | 518552 | 418.55 % |
| 28-10-2005 | 46.8504 | 10075.3637 | 472035 | 372.03 % |
| 28-11-2005 | 52.3981 | 10075.3637 | 527930 | 427.93 % |
| 28-12-2005 | 55.7941 | 10075.3637 | 562146 | 462.15 % |
| 28-01-2006 | 62.484 | 10075.3637 | 629549 | 529.55 % |
| 28-02-2006 | 65.5314 | 10075.3637 | 660253 | 560.25 % |
| 28-03-2006 | 73.1248 | 10075.3637 | 736759 | 636.76 % |
| 28-04-2006 | 83.1633 | 10075.3637 | 837900 | 737.9 % |
| 28-05-2006 | 80.5458 | 10075.3637 | 811528 | 711.53 % |
| 28-06-2006 | 71.1595 | 10075.3637 | 716958 | 616.96 % |
| 28-07-2006 | 71.9415 | 10075.3637 | 724837 | 624.84 % |
| 28-08-2006 | 77.7908 | 10075.3637 | 783771 | 683.77 % |
| 28-09-2006 | 81.5473 | 10075.3637 | 821619 | 721.62 % |
| 28-10-2006 | 85.6245 | 10075.3637 | 862698 | 762.7 % |
| 28-11-2006 | 88.8748 | 10075.3637 | 895446 | 795.45 % |
| 28-12-2006 | 90.9256 | 10075.3637 | 916108 | 816.11 % |
| 28-01-2007 | 94.7058 | 10075.3637 | 954195 | 854.19 % |
| 28-02-2007 | 87.1918 | 10075.3637 | 878489 | 778.49 % |
| 28-03-2007 | 84.6137 | 10075.3637 | 852514 | 752.51 % |
| 28-04-2007 | 89.5755 | 10075.3637 | 902506 | 802.51 % |
| 28-05-2007 | 94.8763 | 10075.3637 | 955913 | 855.91 % |
| 28-06-2007 | 97.4575 | 10075.3637 | 981920 | 881.92 % |
| 28-07-2007 | 99.123 | 10075.3637 | 998700 | 898.7 % |
| 28-08-2007 | 95.9782 | 10075.3637 | 967015 | 867.01 % |
| 28-09-2007 | 112.522 | 10075.3637 | 1133700 | 1033.7 % |
| 28-10-2007 | 120.6636 | 10075.3637 | 1215730 | 1115.73 % |
| 28-11-2007 | 125.9706 | 10075.3637 | 1269200 | 1169.2 % |
| 28-12-2007 | 147.538 | 10075.3637 | 1486499 | 1386.5 % |
| 28-01-2008 | 124.0789 | 10075.3637 | 1250140 | 1150.14 % |
| 28-02-2008 | 117.2245 | 10075.3637 | 1181079 | 1081.08 % |
| 28-03-2008 | 101.6578 | 10075.3637 | 1024239 | 924.24 % |
| 28-04-2008 | 107.9067 | 10075.3637 | 1087199 | 987.2 % |
| 28-05-2008 | 103.2975 | 10075.3637 | 1040760 | 940.76 % |
| 28-06-2008 | 88.4252 | 10075.3637 | 890916 | 790.92 % |
| 28-07-2008 | 91.1929 | 10075.3637 | 918802 | 818.8 % |
| 28-08-2008 | 90.0512 | 10075.3637 | 907299 | 807.3 % |
| 28-09-2008 | 82.2516 | 10075.3637 | 828715 | 728.71 % |
| 28-10-2008 | 57.2 | 10075.3637 | 576311 | 476.31 % |
| 28-11-2008 | 56.4639 | 10075.3637 | 568894 | 468.89 % |
| 28-12-2008 | 59.6663 | 10075.3637 | 601160 | 501.16 % |
| 28-01-2009 | 55.0796 | 10075.3637 | 554947 | 454.95 % |
| 28-02-2009 | 52.0385 | 10075.3637 | 524307 | 424.31 % |
| 28-03-2009 | 55.8571 | 10075.3637 | 562781 | 462.78 % |
| 28-04-2009 | 63.8537 | 10075.3637 | 643349 | 543.35 % |
| 28-05-2009 | 96.059 | 10075.3637 | 967829 | 867.83 % |
| 28-06-2009 | 98.5655 | 10075.3637 | 993083 | 893.08 % |
| 28-07-2009 | 104.0171 | 10075.3637 | 1048010 | 948.01 % |
| 28-08-2009 | 111.6188 | 10075.3637 | 1124600 | 1024.6 % |
| 28-09-2009 | 118.4513 | 10075.3637 | 1193440 | 1093.44 % |
| 28-10-2009 | 118.8453 | 10075.3637 | 1197410 | 1097.41 % |
| 28-11-2009 | 124.5811 | 10075.3637 | 1255200 | 1155.2 % |
| 28-12-2009 | 132.1024 | 10075.3637 | 1330980 | 1230.98 % |
| 28-01-2010 | 128.4787 | 10075.3637 | 1294470 | 1194.47 % |
| 28-02-2010 | 128.0549 | 10075.3637 | 1290200 | 1190.2 % |
| 28-03-2010 | 133.5316 | 10075.3637 | 1345379 | 1245.38 % |
| 28-04-2010 | 134.9469 | 10075.3637 | 1359639 | 1259.64 % |
| 28-05-2010 | 131.7123 | 10075.3637 | 1327049 | 1227.05 % |
| 28-06-2010 | 140.6261 | 10075.3637 | 1416859 | 1316.86 % |
| 28-07-2010 | 145.8518 | 10075.3637 | 1469510 | 1369.51 % |
| 28-08-2010 | 152.6059 | 10075.3637 | 1537560 | 1437.56 % |
| 28-09-2010 | 163.6417 | 10075.3637 | 1648750 | 1548.75 % |
| 28-10-2010 | 170.0067 | 10075.3637 | 1712879 | 1612.88 % |
| 28-11-2010 | 156.9481 | 10075.3637 | 1581309 | 1481.31 % |
| 28-12-2010 | 158.1372 | 10075.3637 | 1593290 | 1493.29 % |
| 28-01-2011 | 143.0509 | 10075.3637 | 1441290 | 1341.29 % |
| 28-02-2011 | 133.0254 | 10075.3637 | 1340279 | 1240.28 % |
| 28-03-2011 | 142.5199 | 10075.3637 | 1435940 | 1335.94 % |
| 28-04-2011 | 151.4615 | 10075.3637 | 1526030 | 1426.03 % |
| 28-05-2011 | 146.612 | 10075.3637 | 1477169 | 1377.17 % |
| 28-06-2011 | 149.8933 | 10075.3637 | 1510230 | 1410.23 % |
| 28-07-2011 | 158.0746 | 10075.3637 | 1592659 | 1492.66 % |
| 28-08-2011 | 140.4892 | 10075.3637 | 1415480 | 1315.48 % |
| 28-09-2011 | 140.9696 | 10075.3637 | 1420320 | 1320.32 % |
| 28-10-2011 | 142.368 | 10075.3637 | 1434409 | 1334.41 % |
| 28-11-2011 | 134.5847 | 10075.3637 | 1355990 | 1255.99 % |
| 28-12-2011 | 123.393 | 10075.3637 | 1243229 | 1143.23 % |
| 28-01-2012 | 136.4586 | 10075.3637 | 1374870 | 1274.87 % |
| 28-02-2012 | 143.9759 | 10075.3637 | 1450610 | 1350.61 % |
| 28-03-2012 | 141.6663 | 10075.3637 | 1427339 | 1327.34 % |
| 28-04-2012 | 140.7949 | 10075.3637 | 1418560 | 1318.56 % |
| 28-05-2012 | 136.3911 | 10075.3637 | 1374190 | 1274.19 % |
| 28-06-2012 | 139.3617 | 10075.3637 | 1404120 | 1304.12 % |
| 28-07-2012 | 141.0192 | 10075.3637 | 1420820 | 1320.82 % |
| 28-08-2012 | 149.2392 | 10075.3637 | 1503639 | 1403.64 % |
| 28-09-2012 | 163.6933 | 10075.3637 | 1649270 | 1549.27 % |
| 28-10-2012 | 161.7618 | 10075.3637 | 1629809 | 1529.81 % |
| 28-11-2012 | 165.6089 | 10075.3637 | 1668570 | 1568.57 % |
| 28-12-2012 | 170.0901 | 10075.3637 | 1713720 | 1613.72 % |
| 28-01-2013 | 166.779 | 10075.3637 | 1680359 | 1580.36 % |
| 28-02-2013 | 154.3944 | 10075.3637 | 1555580 | 1455.58 % |
| 28-03-2013 | 153.786 | 10075.3637 | 1549450 | 1449.45 % |
| 28-04-2013 | 154.8489 | 10075.3637 | 1560159 | 1460.16 % |
| 28-05-2013 | 160.7346 | 10075.3637 | 1619460 | 1519.46 % |
| 28-06-2013 | 154.7527 | 10075.3637 | 1559190 | 1459.19 % |
| 28-07-2013 | 151.0009 | 10075.3637 | 1521389 | 1421.39 % |
| 28-08-2013 | 136.6332 | 10075.3637 | 1376629 | 1276.63 % |
| 28-09-2013 | 151.2282 | 10075.3637 | 1523679 | 1423.68 % |
| 28-10-2013 | 156.7486 | 10075.3637 | 1579299 | 1479.3 % |
| 28-11-2013 | 163.2854 | 10075.3637 | 1645160 | 1545.16 % |
| 28-12-2013 | 177.6531 | 10075.3637 | 1789920 | 1689.92 % |
| 28-01-2014 | 167.4162 | 10075.3637 | 1686779 | 1586.78 % |
| 28-02-2014 | 174.3301 | 10075.3637 | 1756439 | 1656.44 % |
| 28-03-2014 | 191.2496 | 10075.3637 | 1926909 | 1826.91 % |
| 28-04-2014 | 202.1385 | 10075.3637 | 2036619 | 1936.62 % |
| 28-05-2014 | 227.549 | 10075.3637 | 2292639 | 2192.64 % |
| 28-06-2014 | 252.6727 | 10075.3637 | 2545769 | 2445.77 % |
| 28-07-2014 | 249.3944 | 10075.3637 | 2512739 | 2412.74 % |
| 28-08-2014 | 265.0504 | 10075.3637 | 2670479 | 2570.48 % |
| 28-09-2014 | 273.1623 | 10075.3637 | 2752210 | 2652.21 % |
| 28-10-2014 | 277.8886 | 10075.3637 | 2799829 | 2699.83 % |
| 28-11-2014 | 303.1631 | 10075.3637 | 3054478 | 2954.48 % |
| 28-12-2014 | 305.6921 | 10075.3637 | 3079959 | 2979.96 % |
| 28-01-2015 | 332.4038 | 10075.3637 | 3349089 | 3249.09 % |
| 28-02-2015 | 330.0823 | 10075.3637 | 3325699 | 3225.7 % |
| 28-03-2015 | 318.182 | 10075.3637 | 3205799 | 3105.8 % |
| 28-04-2015 | 318.048 | 10075.3637 | 3204449 | 3104.45 % |
| 28-05-2015 | 326.4665 | 10075.3637 | 3289269 | 3189.27 % |
| 28-06-2015 | 335.7545 | 10075.3637 | 3382849 | 3282.85 % |
| 28-07-2015 | 348.8191 | 10075.3637 | 3514479 | 3414.48 % |
| 28-08-2015 | 341.2451 | 10075.3637 | 3438168 | 3338.17 % |
| 28-09-2015 | 334.6449 | 10075.3637 | 3371669 | 3271.67 % |
| 28-10-2015 | 342.7667 | 10075.3637 | 3453499 | 3353.5 % |
| 28-11-2015 | 343.1964 | 10075.3637 | 3457829 | 3357.83 % |
| 28-12-2015 | 345.4346 | 10075.3637 | 3480379 | 3380.38 % |
| 28-01-2016 | 318.5006 | 10075.3637 | 3209009 | 3109.01 % |
| 28-02-2016 | 289.2113 | 10075.3637 | 2913909 | 2813.91 % |
| 28-03-2016 | 319.1953 | 10075.3637 | 3216009 | 3116.01 % |
| 28-04-2016 | 337.7306 | 10075.3637 | 3402759 | 3302.76 % |
| 28-05-2016 | 345.9596 | 10075.3637 | 3485669 | 3385.67 % |
| 28-06-2016 | 358.1845 | 10075.3637 | 3608839 | 3508.84 % |
| 28-07-2016 | 385.4043 | 10075.3637 | 3883088 | 3783.09 % |
| 28-08-2016 | 399.9616 | 10075.3637 | 4029759 | 3929.76 % |
| 28-09-2016 | 411.5999 | 10075.3637 | 4147019 | 4047.02 % |
| 28-10-2016 | 426.1075 | 10075.3637 | 4293188 | 4193.19 % |
| 28-11-2016 | 386.2351 | 10075.3637 | 3891459 | 3791.46 % |
| 28-12-2016 | 377.7391 | 10075.3637 | 3805859 | 3705.86 % |
| 28-01-2017 | 414.635 | 10075.3637 | 4177598 | 4077.6 % |
| 28-02-2017 | 428.5015 | 10075.3637 | 4317308 | 4217.31 % |
| 28-03-2017 | 434.2035 | 10075.3637 | 4374758 | 4274.76 % |
| 28-04-2017 | 469.0807 | 10075.3637 | 4726159 | 4626.16 % |
| 28-05-2017 | 457.3352 | 10075.3637 | 4607818 | 4507.82 % |
| 28-06-2017 | 458.2076 | 10075.3637 | 4616608 | 4516.61 % |
| 28-07-2017 | 479.0793 | 10075.3637 | 4826898 | 4726.9 % |
| 28-08-2017 | 474.5008 | 10075.3637 | 4780768 | 4680.77 % |
| 28-09-2017 | 473.6949 | 10075.3637 | 4772648 | 4672.65 % |
| 28-10-2017 | 498.6786 | 10075.3637 | 5024368 | 4924.37 % |
| 28-11-2017 | 523.3536 | 10075.3637 | 5272978 | 5172.98 % |
| 28-12-2017 | 540.4478 | 10075.3637 | 5445208 | 5345.21 % |
| 28-01-2018 | 535.5348 | 10075.3637 | 5395708 | 5295.71 % |
| 28-02-2018 | 514.2899 | 10075.3637 | 5181658 | 5081.66 % |
| 28-03-2018 | 493.0858 | 10075.3637 | 4968019 | 4868.02 % |
| 28-04-2018 | 526.1903 | 10075.3637 | 5301559 | 5201.56 % |
| 28-05-2018 | 504.3022 | 10075.3637 | 5081028 | 4981.03 % |
| 28-06-2018 | 472.5833 | 10075.3637 | 4761449 | 4661.45 % |
| 28-07-2018 | 488.1817 | 10075.3637 | 4918608 | 4818.61 % |
| 28-08-2018 | 501.2085 | 10075.3637 | 5049858 | 4949.86 % |
| 28-09-2018 | 446.7192 | 10075.3637 | 4500858 | 4400.86 % |
| 28-10-2018 | 417.3218 | 10075.3637 | 4204669 | 4104.67 % |
| 28-11-2018 | 441.838 | 10075.3637 | 4451679 | 4351.68 % |
| 28-12-2018 | 456.5392 | 10075.3637 | 4599798 | 4499.8 % |
| 28-01-2019 | 432.1897 | 10075.3637 | 4354468 | 4254.47 % |
| 28-02-2019 | 433.9514 | 10075.3637 | 4372218 | 4272.22 % |
| 28-03-2019 | 460.6621 | 10075.3637 | 4641338 | 4541.34 % |
| 28-04-2019 | 458.4746 | 10075.3637 | 4619298 | 4519.3 % |
| 28-05-2019 | 470.5873 | 10075.3637 | 4741338 | 4641.34 % |
| 28-06-2019 | 459.9406 | 10075.3637 | 4634069 | 4534.07 % |
| 28-07-2019 | 426.6306 | 10075.3637 | 4298458 | 4198.46 % |
| 28-08-2019 | 416.5992 | 10075.3637 | 4197388 | 4097.39 % |
| 28-09-2019 | 442.9278 | 10075.3637 | 4462659 | 4362.66 % |
| 28-10-2019 | 438.8416 | 10075.3637 | 4421489 | 4321.49 % |
| 28-11-2019 | 453.8624 | 10075.3637 | 4572829 | 4472.83 % |
| 28-12-2019 | 456.4925 | 10075.3637 | 4599328 | 4499.33 % |
| 28-01-2020 | 487.3326 | 10075.3637 | 4910053 | 4810.05 % |
| 28-02-2020 | 468.0739 | 10075.3637 | 4716015 | 4616.02 % |
| 28-03-2020 | 328.5022 | 10075.3637 | 3309779 | 3209.78 % |
| 28-04-2020 | 352.3064 | 10075.3637 | 3549615 | 3449.61 % |
| 28-05-2020 | 348.1748 | 10075.3637 | 3507988 | 3407.99 % |
| 28-06-2020 | 392.4887 | 10075.3637 | 3954466 | 3854.47 % |
| 28-07-2020 | 394.7702 | 10075.3637 | 3977453 | 3877.45 % |
| 28-08-2020 | 440.3518 | 10075.3637 | 4436705 | 4336.7 % |
| 28-09-2020 | 432.0869 | 10075.3637 | 4353433 | 4253.43 % |
| 28-10-2020 | 432.3869 | 10075.3637 | 4356455 | 4256.45 % |
| 28-11-2020 | 488.5157 | 10075.3637 | 4921973 | 4821.97 % |
| 28-12-2020 | 509.6827 | 10075.3637 | 5135239 | 5035.24 % |
| 28-01-2021 | 519.4572 | 10075.3637 | 5233720 | 5133.72 % |
| 28-02-2021 | 572.9195 | 10075.3637 | 5772372 | 5672.37 % |
| 28-03-2021 | 562.7916 | 10075.3637 | 5670330 | 5570.33 % |
| 28-04-2021 | 575.7739 | 10075.3637 | 5801131 | 5701.13 % |
| 28-05-2021 | 600.1677 | 10075.3637 | 6046908 | 5946.91 % |
| 28-06-2021 | 631.9678 | 10075.3637 | 6367305 | 6267.31 % |
| 28-07-2021 | 651.9718 | 10075.3637 | 6568853 | 6468.85 % |
| 28-08-2021 | 667.6328 | 10075.3637 | 6726643 | 6626.64 % |
| 28-09-2021 | 698.3581 | 10075.3637 | 7036212 | 6936.21 % |
| 28-10-2021 | 706.9394 | 10075.3637 | 7122672 | 7022.67 % |
| 28-11-2021 | 696.0301 | 10075.3637 | 7012756 | 6912.76 % |
| 28-12-2021 | 701.7215 | 10075.3637 | 7070099 | 6970.1 % |
| 28-01-2022 | 690.5189 | 10075.3637 | 6957229 | 6857.23 % |
| 28-02-2022 | 676.156 | 10075.3637 | 6812518 | 6712.52 % |
| 28-03-2022 | 685.4856 | 10075.3637 | 6906517 | 6806.52 % |
| 28-04-2022 | 702.6985 | 10075.3637 | 7079943 | 6979.94 % |
| 30-05-2022 | 657.8596 | 10075.3637 | 6628175 | 6528.18 % |
| 28-06-2022 | 635.3324 | 10075.3637 | 6401205 | 6301.2 % |
| 28-07-2022 | 698.2346 | 10075.3637 | 7034968 | 6934.97 % |
| 29-08-2022 | 733.447 | 10075.3637 | 7389745 | 7289.75 % |
| 28-09-2022 | 727.7919 | 10075.3637 | 7332768 | 7232.77 % |
| 28-10-2022 | 741.5447 | 10075.3637 | 7471333 | 7371.33 % |
| 28-11-2022 | 753.8095 | 10075.3637 | 7594905 | 7494.9 % |
| 28-12-2022 | 743.2872 | 10075.3637 | 7488889 | 7388.89 % |
| 30-01-2023 | 712.8743 | 10075.3637 | 7182468 | 7082.47 % |
| 28-02-2023 | 719.8793 | 10075.3637 | 7253046 | 7153.05 % |
| 28-03-2023 | 696.5066 | 10075.3637 | 7017557 | 6917.56 % |
| 28-04-2023 | 738.7089 | 10075.3637 | 7442761 | 7342.76 % |
| 29-05-2023 | 774.4429 | 10075.3637 | 7802794 | 7702.79 % |
| 28-06-2023 | 817.9834 | 10075.3637 | 8241480 | 8141.48 % |
| 28-07-2023 | 856.3122 | 10075.3637 | 8627657 | 8527.66 % |
| 28-08-2023 | 883.7041 | 10075.3637 | 8903640 | 8803.64 % |
| 29-09-2023 | 916.7035 | 10075.3637 | 9236121 | 9136.12 % |
| 30-10-2023 | 888.2315 | 10075.3637 | 8949255 | 8849.25 % |
| 28-11-2023 | 962.8334 | 10075.3637 | 9700897 | 9600.9 % |
| 28-12-2023 | 1035.0669 | 10075.3637 | 10428675 | 10328.67 % |
| 29-01-2024 | 1068.3581 | 10075.3637 | 10764096 | 10664.1 % |
| 28-02-2024 | 1086.2377 | 10075.3637 | 10944240 | 10844.24 % |
| 28-03-2024 | 1098.8108 | 10075.3637 | 11070918 | 10970.92 % |
| 29-04-2024 | 1146.2596 | 10075.3637 | 11548982 | 11448.98 % |
| 28-05-2024 | 1208.6608 | 10075.3637 | 12177697 | 12077.7 % |
| 28-06-2024 | 1278.1758 | 10075.3637 | 12878086 | 12778.09 % |
| 29-07-2024 | 1338.8972 | 10075.3637 | 13489876 | 13389.88 % |
| 28-08-2024 | 1376.4664 | 10075.3637 | 13868400 | 13768.4 % |
| 30-09-2024 | 1431.3025 | 10075.3637 | 14420893 | 14320.89 % |
| 28-10-2024 | 1343.266 | 10075.3637 | 13533893 | 13433.89 % |
| 28-11-2024 | 1352.2674 | 10075.3637 | 13624586 | 13524.59 % |
| 30-12-2024 | 1375.2913 | 10075.3637 | 13856560 | 13756.56 % |
| 28-01-2025 | 1217.5547 | 10075.3637 | 12267306 | 12167.31 % |
| 28-02-2025 | 1139.7764 | 10075.3637 | 11483662 | 11383.66 % |
| 28-03-2025 | 1235.0884 | 10075.3637 | 12443965 | 12343.97 % |
| 02-04-2025 | 1237.1249 | 10075.3637 | 12464483 | 12364.48 % |
RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Market Cap Distribution
Small Cap
13.52%
Others
5.63%
Large Cap
15.29%
Mid Cap
65.53%
Riskometer
Key Performance and Risk Statistics of Sundaram Mid Cap Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13.35 | 0.76 | 0.11 | 0.95 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of Sundaram Mid Cap Fund Regular Plan - Growth
Amount :
Start :
End :
Period
Data as on - 02-04-2025
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 9.8 | 31.51 | 20.8 | 30.79 | 13.97 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.39 | 33.92 | 21.36 | 31.7 | 15.77 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 15.23 | 36.95 | 27.4 | 37.75 | 16.69 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.83 | 32.48 | 21.47 | 35.18 | 16.35 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.66 | 30.28 | 20.33 | 29.94 | 14.05 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.63 | 25.67 | 17.68 | 32.31 | 16.16 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 10.86 | 32.25 | 0.0 | 0.0 | 0.0 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 10.74 | 33.25 | 22.14 | 35.42 | 16.4 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 10.49 | 29.36 | 17.24 | 28.52 | 0.0 |
| DSP Midcap Fund - Regular Plan - Growth | 05-11-2006 | 9.52 | 25.56 | 14.46 | 24.44 | 13.52 |
PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|