Sundaram Mid Cap Fund Direct Growth

Scheme code: INF903J01MJ3 NAV value: ₹ 1388.2056 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	3.67	65.86	39.24	35.89
3 year	9.30	35.37	24.09	26.04
5 year	0.45	33.78	13.84	18.23
7 year	9.06	20.24	14.48	17.11
10 year	13.60	21.82	18.31	19.58
12 year	18.23	20.27	19.36	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.35	25.07	39.24
3 year	13.34	45.45	27.47	24.09
5 year	3.18	39.21	17.86	13.84
7 year	4.3	21.04	14.42	14.48
10 year	0.52	21.2	10.97	18.31
12 year	0.21	20.47	10.76	19.36
15 year	4.97	19.36	10.49

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	26.59	39.24
3 year	13.5	42.73	26.78	24.09
5 year	1.21	37.55	16.39	13.84
7 year	4.52	19.53	13.88	14.48
10 year	3.36	21.04	13.41	18.31
12 year	3.48	19.67	13.22	19.36
15 year	7.73	20.72	13.16

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.62	39.24
3 year	13.61	42.26	26.51	24.09
5 year	4.41	36.78	18.13	13.84
7 year	7.26	20.87	16.07	14.48
10 year	5.58	22.47	14.68	18.31
12 year	4.77	21.65	14.06	19.36
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	82.79	30.06	39.24
3 year	14.52	45.86	31.98	24.09
5 year	8.43	40.38	23.55	13.84
7 year	14.14	28.21	22.07	14.48
10 year	14.44	28.8	21.85	18.31
12 year	10.67	28.77	21.57	19.36
15 year	14.1	29.21	20.92

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	19.94	39.24
3 year	4.76	30.51	15.96	24.09
5 year	6.69	25.56	15.08	13.84
7 year	8.9	21.06	15.74	14.48
10 year	9.82	25.87	16.9	18.31
12 year	11.27	24.54	16.79	19.36
15 year	12.8	22.2	16.52

Rolling return for 1 year

- Average return: 39.24% - Median return: 45.36% - Average standard deviation: 6.43

Rolling return for 3 year

- Average return: 24.09% - Median return: 25.06% - Average standard deviation: 2.13

Rolling return for 5 year

- Average return: 13.84% - Median return: 12.09% - Average standard deviation: 1.11

Rolling return for 7 year

- Average return: 14.48% - Median return: 14.42% - Average standard deviation: 0.82

Rolling return for 10 year

- Average return: 18.31% - Median return: 18.39% - Average standard deviation: 0.56

Rolling return for 12 year

- Average return: 19.36% - Median return: 19.44% - Average standard deviation: 0.54

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,57,792	1,57,792	13.16
3 year	36,00,000	51,57,644	15,57,644	12.73
5 year	60,00,000	93,51,545	33,51,545	9.28
7 year	84,00,000	1,43,60,469	59,60,469	7.96
10 year	1,20,00,000	2,96,48,922	1,76,48,922	9.47
12 year	1,44,00,000	4,59,95,758	3,15,95,758	10.16

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	7.22	13.16
3 year	13.59	12.73
5 year	11.3	9.28
7 year	8.65	7.96
10 year	7.39	9.47
12 year	7.54	10.16

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	7.65	13.16
3 year	13.24	12.73
5 year	10.8	9.28
7 year	8.13	7.96
10 year	7.91	9.47
12 year	7.98	10.16

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.28	13.16
3 year	12.91	12.73
5 year	11.21	9.28
7 year	9.03	7.96
10 year	8.85	9.47
12 year	8.76	10.16

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	7.29	13.16
3 year	15.24	12.73
5 year	14.25	9.28
7 year	12.09	7.96
10 year	12.96	9.47
12 year	13.15	10.16

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.09	13.16
3 year	7.31	12.73
5 year	8.18	9.28
7 year	7.92	7.96
10 year	9.34	9.47
12 year	9.44	10.16

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,57,792 - Absolute Returns: ₹1,57,792 - CAGR: 13.16%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,57,644 - Absolute Returns: ₹15,57,644 - CAGR: 12.73%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,51,545 - Absolute Returns: ₹33,51,545 - CAGR: 9.28%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,43,60,469 - Absolute Returns: ₹59,60,469 - CAGR: 7.96%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,96,48,922 - Absolute Returns: ₹1,76,48,922 - CAGR: 9.47%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,59,95,758 - Absolute Returns: ₹3,15,95,758 - CAGR: 10.16%