Sharpe ratio
0.69Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+3.48%1Y Absolute Return
-0.24%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Sundaram Mid Cap Fund Direct Plan - GrowthFund 5Y annualised return | ₹10,86,018 | ₹7,32,612 | ₹3,53,406 | +15.76% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.18
₹1 Lakh since launch₹1.18 Lakh
Fund age13.9 yrs
Fund information
Scheme code119581
ISININF903J01MJ3
BenchmarkNIFTY Midcap 150 TRI
CategoryEquity Scheme - Mid Cap Fund
Expense ratio1.05%
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Minimum SIP₹100 SIP
Return comparison
67th / 127 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +80.91% | — | — |
| 3M | -12.73% | — | — |
| 6M | +8.72% | — | — |
| 1Y | +3.48% | — | +3.02% |
| 3Y | +17.03% | — | +13.42% |
| 5Y | +15.76% | — | +11.30% |
| 10Y | +14.84% | — | — |
| Since Launch | +17.52% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.94Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
16.19%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.40How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity96.31%
Cash2.53%
Debt1.16%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 81 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Cummins India Ltd | Industrials | Equity | 3.0262% |
| GE T&D India Ltd | Industrials | Equity | 2.908% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.6343% |
| Repo | Unspecified | Repo | 2.616% |
| BSE Ltd | Financial | Equity | 2.6049% |
| The Federal Bank Ltd | Financial | Equity | 2.5795% |
| Coromandel International Ltd | Materials | Equity | 2.4503% |
| Suzlon Energy Ltd | Industrials | Equity | 2.4241% |
| IDFC First Bank Ltd | Financial | Equity | 2.1694% |
| Max Financial Services Ltd | Financial | Equity | 2.0384% |
Fund management
SH
Shalav Saket
Since 2025 · Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
MBA, B-Tech, CFA
BH
Bharath S
Since 2021 · Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Mr. Bharath is a B Com (H), MBA and ICWA.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - mid cap fund. Ahead of its category average over 3Y by 3.6 points. Has fallen sharply before — down -44.3% at its worst.
Strengths
- Ahead of its category average over 3Y by 3.6 points.
- Well spread out — top 10 holdings are only 25% of the portfolio.
- Same fund manager for 6+ years — the strategy has not chopped and changed.
Weaknesses
- Has fallen sharply before — down -44.3% at its worst.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 16.2% volatility.
Risk drivers
- Corrections have been sharp — worst fall -44.3% with 16.2% volatility. Took 10 months to recover last time.