Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Mid Cap Fund
Sundaram Mid Cap Fund Direct Plan - Growth
Sundaram Mutual Fund · Managed by S. Bharath; Shalav Saket
89strong
Latest NAV
₹1683.5818
as of 07 Aug 2026
AUM
—
Expense ratio
0.74%
as of 30 Jun 2026
Inception
02 Jan 2013
FundScore
89/100strong
Top 11% in Mid Cap Fund
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
5.26%
3M
4.35%
6M
7.89%
1Y
12.60%
3Y CAGR
21.89%
5Y CAGR
19.12%
Since incep.
18.17%
Fund details
- Fund manager
- S. Bharath; Shalav Saket
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 42%
- Volatility (3Y)
- 16.5%
- Rating (external)
- ★★★★☆as of 30 Jun 2026
Investment objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Pro
Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
This fund hasn't disclosed a portfolio snapshot yet.