58
Mid CapHold
Sundaram Midcap
Sundaram · Direct–Growth · rank #13 of 33 by Smart Score
Trailing returns
1 Year
7.3%
+2.4% vs index
3 Years
21.7%
+2.5% vs index
5 Years
18.7%
+1.2% vs index
Since launch
18.1%
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
+3.2%-0.2% vs index
Why this score
Sundaram Midcap scores 58/100 — #13 of 33 Mid Cap fund (Hold). It stands out for 3y return and 5y return — beating 68% of peers on 3y return. The main drag is its sortino ratio (better than only 24% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return21.73% · 68th percentile in category
5Y return18.73% · 67th percentile in category
Sharpe ratio1.01 · 71st percentile in category
Sortino ratio0.81 · 24th percentile in category
Fund size14026.07 Cr · 68th percentile in category
Expense ratio1.07% · 35th percentile in category