ReviewDirect · Growth

Sundaram Mid Cap Fund

Sundaram Mutual Fund Equity Scheme - Mid Cap Fund13.7 years

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.

NAV: 1,601.4133; 15 Sept 2026
1Y: +4.5%; Trailing CAGR
Upside capture: +89%; Vs NIFTY MIDCAP 150 TRI
Downside capture: +91%; Lower is better

NAV path pending

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+4.5%
3Y+17.3%
5Y+16.0%
10Y+14.5%
SI+17.6%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.5%
3Y+10.3%
5Y+16.9%
10Y+16.9%

Since inception: +17.6%; Calendar-day CAGR
Excess 1Y: -2.5%; Category median, same plan and option
3Y win rate: +56%; Windows beating the median
3Y percentile: 88; Vs comparable share classes
Worst rolling 3Y: -10.5%; 2637 daily-ending windows
Median rolling 3Y: +21.0%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2144 daily-ending windows
SIP 3Y XIRR: +10.3%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +0.7%; Fund minus TRI
3Y excess: +2.9%; Fund minus TRI
Upside capture: +89%; Benchmark-up months
Downside capture: +91%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 12 days; 148 recovered episodes
Longest recovery: 291 days; Trough to prior peak
Current spell: 20 days; Days below latest peak
Time below peak: +87%; NAV observations

8 Jan 2018 – 8 Jan 2021
Trough 23 Mar 2020 · recovered in 291 days
-44.3%
5 Aug 2015 – 1 Jul 2016
Trough 29 Feb 2016 · recovered in 123 days
-21.9%
7 Jan 2013 – 23 Dec 2013
Trough 28 Aug 2013 · recovered in 117 days
-21.2%
24 Sept 2024 – 27 Oct 2025
Trough 28 Feb 2025 · recovered in 241 days
-20.7%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
88
Vs category
34
Consistency
58
Risk-adjusted
64
Drawdown
0
Mean
49

Portfolio

31 Aug 2026 · 78 holdings · top 10 are 23.1%.

Top 5: 12.7%
Top 10: 23.1%
Largest holding: 2.9%
Effective holdings: 63.7

Mahindra & Mahindra Financial Services Ltd
Financial
2.9%
Kalyan Jewellers India Ltd
Consumer Discretionary
2.6%
Cummins India Ltd
Industrials
2.5%
The Federal Bank Ltd
Financial
2.5%
Coforge Ltd
Technology
2.2%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 56% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

All funds

ReviewDirect · Growth

Sundaram Mid Cap Fund

Sundaram Mutual Fund Equity Scheme - Mid Cap Fund13.7 years

NAV: 1,601.4133; 15 Sept 2026
1Y: +4.5%; Trailing CAGR
Upside capture: +89%; Vs NIFTY MIDCAP 150 TRI
Downside capture: +91%; Lower is better

Sept 2024 – Sept 2026

All funds

ReviewDirect · Growth

Sundaram Mid Cap Fund

Sundaram Mutual Fund Equity Scheme - Mid Cap Fund13.7 years

NAV: 1,601.4133; 15 Sept 2026
1Y: +4.5%; Trailing CAGR
Upside capture: +89%; Vs NIFTY MIDCAP 150 TRI
Downside capture: +91%; Lower is better

NAV path pending

NAV

15 Sept 2026 · +4.5% over 1Y

1,601.4133

Sept 20251,387.7577 – 1,690.2831Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+4.5%
3Y+17.3%
5Y+16.0%
10Y+14.5%
SI+17.6%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.5%
3Y+10.3%
5Y+16.9%
10Y+16.9%

Since inception: +17.6%; Calendar-day CAGR
Excess 1Y: -2.5%; Category median, same plan and option
3Y win rate: +56%; Windows beating the median
3Y percentile: 88; Vs comparable share classes
Worst rolling 3Y: -10.5%; 2637 daily-ending windows
Median rolling 3Y: +21.0%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2144 daily-ending windows
SIP 3Y XIRR: +10.3%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +0.7%; Fund minus TRI
3Y excess: +2.9%; Fund minus TRI
Upside capture: +89%; Benchmark-up months
Downside capture: +91%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-5.3%

Jan 2013-43.7% – 0.0%Sept 2026

Average recovery: 12 days; 148 recovered episodes
Longest recovery: 291 days; Trough to prior peak
Current spell: 20 days; Days below latest peak
Time below peak: +87%; NAV observations

8 Jan 2018 – 8 Jan 2021
Trough 23 Mar 2020 · recovered in 291 days
-44.3%
5 Aug 2015 – 1 Jul 2016
Trough 29 Feb 2016 · recovered in 123 days
-21.9%
7 Jan 2013 – 23 Dec 2013
Trough 28 Aug 2013 · recovered in 117 days
-21.2%
24 Sept 2024 – 27 Oct 2025
Trough 28 Feb 2025 · recovered in 241 days
-20.7%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
88
Vs category
34
Consistency
58
Risk-adjusted
64
Drawdown
0
Mean
49

Portfolio

31 Aug 2026 · 78 holdings · top 10 are 23.1%.

Top 5: 12.7%
Top 10: 23.1%
Largest holding: 2.9%
Effective holdings: 63.7

Mahindra & Mahindra Financial Services Ltd
Financial
2.9%
Kalyan Jewellers India Ltd
Consumer Discretionary
2.6%
Cummins India Ltd
Industrials
2.5%
The Federal Bank Ltd
Financial
2.5%
Coforge Ltd
Technology
2.2%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 56% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.

NAV

Path not in current snapshots

n/a

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+4.5%
3Y+17.3%
5Y+16.0%
10Y+14.5%
SI+17.6%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.5%
3Y+10.3%
5Y+16.9%
10Y+16.9%

Since inception: +17.6%; Calendar-day CAGR
Excess 1Y: -2.5%; Category median, same plan and option
3Y win rate: +56%; Windows beating the median
3Y percentile: 88; Vs comparable share classes
Worst rolling 3Y: -10.5%; 2637 daily-ending windows
Median rolling 3Y: +21.0%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2144 daily-ending windows
SIP 3Y XIRR: +10.3%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +0.7%; Fund minus TRI
3Y excess: +2.9%; Fund minus TRI
Upside capture: +89%; Benchmark-up months
Downside capture: +91%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

Path not in current snapshots

n/a

Average recovery: 12 days; 148 recovered episodes
Longest recovery: 291 days; Trough to prior peak
Current spell: 20 days; Days below latest peak
Time below peak: +87%; NAV observations

8 Jan 2018 – 8 Jan 2021
Trough 23 Mar 2020 · recovered in 291 days
-44.3%
5 Aug 2015 – 1 Jul 2016
Trough 29 Feb 2016 · recovered in 123 days
-21.9%
7 Jan 2013 – 23 Dec 2013
Trough 28 Aug 2013 · recovered in 117 days
-21.2%
24 Sept 2024 – 27 Oct 2025
Trough 28 Feb 2025 · recovered in 241 days
-20.7%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
88
Vs category
34
Consistency
58
Risk-adjusted
64
Drawdown
0
Mean
49

Portfolio

31 Aug 2026 · 78 holdings · top 10 are 23.1%.

Top 5: 12.7%
Top 10: 23.1%
Largest holding: 2.9%
Effective holdings: 63.7

Mahindra & Mahindra Financial Services Ltd
Financial
2.9%
Kalyan Jewellers India Ltd
Consumer Discretionary
2.6%
Cummins India Ltd
Industrials
2.5%
The Federal Bank Ltd
Financial
2.5%
Coforge Ltd
Technology
2.2%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 56% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.

Worth investigating

Same-category peers with enough history to inspect beside this fund.

NAV

15 Sept 2026 · +4.5% over 1Y

1,601.4133

Sept 20251,387.7577 – 1,690.2831Sept 2026

Returns

Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.

Trailing CAGR

Point-to-point, calendar-day annualized

1Y+4.5%
3Y+17.3%
5Y+16.0%
10Y+14.5%
SI+17.6%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+4.5%
3Y+10.3%
5Y+16.9%
10Y+16.9%

Since inception: +17.6%; Calendar-day CAGR
Excess 1Y: -2.5%; Category median, same plan and option
3Y win rate: +56%; Windows beating the median
3Y percentile: 88; Vs comparable share classes
Worst rolling 3Y: -10.5%; 2637 daily-ending windows
Median rolling 3Y: +21.0%; Calendar-day CAGR
Positive rolling 5Y: +100%; 2144 daily-ending windows
SIP 3Y XIRR: +10.3%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.

1Y excess: +0.7%; Fund minus TRI
3Y excess: +2.9%; Fund minus TRI
Upside capture: +89%; Benchmark-up months
Downside capture: +91%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-5.3%

Jan 2013-43.7% – 0.0%Sept 2026

Average recovery: 12 days; 148 recovered episodes
Longest recovery: 291 days; Trough to prior peak
Current spell: 20 days; Days below latest peak
Time below peak: +87%; NAV observations

8 Jan 2018 – 8 Jan 2021
Trough 23 Mar 2020 · recovered in 291 days
-44.3%
5 Aug 2015 – 1 Jul 2016
Trough 29 Feb 2016 · recovered in 123 days
-21.9%
7 Jan 2013 – 23 Dec 2013
Trough 28 Aug 2013 · recovered in 117 days
-21.2%
24 Sept 2024 – 27 Oct 2025
Trough 28 Feb 2025 · recovered in 241 days
-20.7%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
88
Vs category
34
Consistency
58
Risk-adjusted
64
Drawdown
0
Mean
49

Portfolio

31 Aug 2026 · 78 holdings · top 10 are 23.1%.

Top 5: 12.7%
Top 10: 23.1%
Largest holding: 2.9%
Effective holdings: 63.7

Mahindra & Mahindra Financial Services Ltd
Financial
2.9%
Kalyan Jewellers India Ltd
Consumer Discretionary
2.6%
Cummins India Ltd
Industrials
2.5%
The Federal Bank Ltd
Financial
2.5%
Coforge Ltd
Technology
2.2%

What changed

PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Review

Engine status

Review

Closer look

Why this status

Maximum drawdown exceeded 35%.

Supporting reads

The fund beat the category median in 56% of rolling 3-year windows.
Three-year return is above the category median.
Risk-adjusted return sits above the documented risk-free proxy.