61
Mid CapHold
Sundaram Midcap
Sundaram · Direct–Growth · rank #11 of 34 by Smart Score
Data updated
Trailing returns
1 Year
9.9%
+0.2% vs index
3 Years
19.6%
+3.2% vs index
5 Years
17.6%
+0.8% vs index
Since launch
18.0%
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
+6.6%+2.4% vs index
Why this score
Sundaram Midcap scores 61/100 — #11 of 34 Mid Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 78% of peers on 3y return. The main drag is its expense ratio (better than only 38% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return19.63% · 78th percentile in category
Sharpe ratio1.01 · 74th percentile in category
5Y return17.63% · 63rd percentile in category
Alpha2.17 · 69th percentile in category
Fund size14504.36 Cr · 66th percentile in category
Expense ratio1.06% · 38th percentile in category
Top holdings
1.Radico Khaitan Ltd5.09%
2.Kalyan Jewellers India Ltd4.32%
3.Oracle Financial Services Software Ltd4.25%
4.TD Power Systems Ltd3.96%
5.Shriram Transport Finance Company Ltd3.92%
38 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.