Sundaram Mid Cap Fund Direct Plan

Mid CapEquity SEBI-regulated

NAV (Direct-Growth)

₹1,615.8343

As of 1 Jul 2026 · AMFI

AUM

₹13.7K Cr

Expense ratio

0.86%

1Y returns

+6.41%

cat 4.74%

3Y CAGR

+22.27%

cat 19.41%

5Y CAGR

+19.31%

cat 16.88%

Std deviation 3Y

+17.31%

cat 18.12%

In plain English

Sundaram Mid Cap Fund Direct Plan is a Mid Cap scheme from Sundaram. The portfolio is ~97% in equities. Long-run track record: about 19.3% CAGR over 5 years. Volatility is typical for equity — 20–30 % drawdowns happen during market stress. Worst historical drawdown: -44% in Mar 2020, recovered in 10 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

NAV (Direct-Growth)

₹1615.8343

Last 1Y

+6.41%

Jul 25Min ₹1387.76 · Max ₹1633.64 · 245 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-44.3%

Peak ₹568.82 on 8 Jan 2018 → trough ₹316.78 on 23 Mar 2020 (27 months down).

Recovered in 10 months· 8 Jan 2021

Feb 2016

-21.9%

Peak ₹378.12 on 5 Aug 2015 → trough ₹295.46 on 29 Feb 2016 (7 months down).

Recovered in 4 months· 1 Jul 2016

Aug 2013

-21.2%

Peak ₹175.04 on 7 Jan 2013 → trough ₹137.88 on 28 Aug 2013 (8 months down).

Recovered in 4 months· 23 Dec 2013

Feb 2025

-20.7%

Peak ₹1564.13 on 24 Sept 2024 → trough ₹1240.51 on 28 Feb 2025 (5 months down).

Recovered in 8 months· 27 Oct 2025

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.86% — typical for category.
AUM size
₹13.7K Cr — reasonable for a mid-cap fund.
Sector concentration
Top 3 sectors = 54.0% — diversified across sectors.
Style drift
Allocation matches the declared category mandate.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.88%	-0.40%	18/ 33
1M	+10.54%	+9.42%	21/ 33
3M	+5.57%	+4.68%	19/ 31
6M	+2.42%	+3.43%	24/ 31
YTD	+2.65%	+3.69%	24/ 31
1Y	+6.41%	+4.74%	15/ 30
2Y	+13.27%	+8.93%	8/ 29
3Y	+22.27%	+19.41%	10/ 29
5Y	+19.31%	+16.88%	8/ 25
7Y	+18.55%	+16.44%	16/ 22
10Y	+16.25%	+16.54%	14/ 20

Portfolio composition

Asset allocation

Equity96.76%
Cash3.22%

By market cap

Large cap9.54%
Mid cap72.20%
Small cap13.91%
Others4.35%

Concentration

Holdings

Avg market cap

₹63.5K Cr

Top 10 stocks

24.61%

Top 5 stocks

14.36%

Top 3 sectors

54.02%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Cummins India Ltd
—4.05%
2
GE Vernova T&D India Ltd
—3.44%
1
Cummins India Ltd
—3.35%
2
GE Vernova T&D India Ltd
—3.34%
3
Mahindra & Mahindra Financial Services Ltd
—2.76%
3
Mahindra & Mahindra Financial Services Ltd
—2.67%
4
Coromandel International Ltd
—2.64%
4
BSE Ltd
—2.57%
5
Coromandel International Ltd
—2.43%
6
Treps
—2.38%
5
The Federal Bank Ltd
—2.27%
7
The Federal Bank Ltd
—2.23%
6
Sundaram Liquid Dir Gr
—2.16%
7
BSE Ltd
—2.13%
8
Kalyan Jewellers India Ltd
—2.13%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio32.4431.18+1.26
P/B ratio4.704.54+0.16
Price / Sales2.893.40-0.51
Price / Cash Flow22.7922.96-0.17
Dividend yield0.77%0.80%-0.03
Return on equity (ROE)19.79%18.19%+1.60

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
18.7117.3115.8719.7518.1216.55
Sharpe ratio
Risk-adjusted return — higher is better.
0.110.890.830.150.790.72
Sortino ratio
Like Sharpe but only counts downside volatility.
0.161.371.360.261.241.16
Beta
1 = moves with the market. <1 = less volatile.
0.900.940.920.960.950.93

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

DirectGrowthSundaram Mid Cap Fund Direct Plan - GrowthINF903J01MJ3

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