61
Mid CapHold
Sundaram Midcap
Sundaram · Direct–Growth · rank #13 / 34 Smart Score ke hisaab se
Data updated
Sundaram Midcap ka score 61/100 hai — 34 mein #13 Mid Cap fund (Hold). Mazbooti: 3 saal ka return (category mein 75th percentile) aur Sharpe ratio (category mein 73th percentile). Kamzori: expense ratio (category mein 38th percentile).
Trailing returns
index ke muqable: Nifty Midcap 150 (index-fund proxy)1 saal
10.0%
+0.0% index ke muqable
3 saal
19.5%
+3.2% index ke muqable
5 saal
17.5%
+0.8% index ke muqable
Launch se
18.0%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
43.8%
2022
-0.2%
2023
28.3%
2024
22.4%
2025
4.6%
2026
6.8%
Risk metrics
Sharpe ratio
0.86
↑ jitna zyada, utna accha
Sortino ratio
0.84
↑ jitna zyada, utna accha
Std deviation
17.21
↓ jitna kam, utna accha
Alpha
2.77
↑ jitna zyada, utna accha
Beta
0.92
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.