56
Mid CapHold
Sundaram Midcap
Sundaram · Direct–Growth · rank #15 of 34 by Smart Score
Data updated
Trailing returns
1 Year
0.1%
+0.4% vs index
3 Years
16.1%
+2.9% vs index
5 Years
14.6%
+1.6% vs index
Since launch
17.3%
Year-by-year performance
2021
+43.8%-3.1% vs index
2022
-0.2%-3.8% vs index
2023
+28.3%-16.1% vs index
2024
+22.4%-1.8% vs index
2025
+4.6%-1.2% vs index
2026
+0.2%+2.3% vs index
Why this score
Sundaram Midcap scores 56/100 — #15 of 34 Mid Cap fund (Hold). It stands out for 5y return and 3y return — beating 67% of peers on 5y return. The main drag is its volatility (better than only 37% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
5Y return14.56% · 67th percentile in category
3Y return16.07% · 65th percentile in category
Sharpe ratio0.65 · 68th percentile in category
Fund size13854.06 Cr · 66th percentile in category
Volatility17.97 · 37th percentile in category
1Y return0.12% · 24th percentile in category
Top holdings
1.Radico Khaitan Ltd5.19%
2.Lenskart Solutions Ltd.4.67%
3.Zomato Ltd4.11%
4.MTAR Technologies Ltd3.84%
5.One 97 Communications Ltd3.73%
37 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.