FundLens
59
Mid CapHold

Sundaram Midcap

Sundaram · Direct–Growth · rank #12 / 33 Smart Score ke hisaab se

Data updated

Sundaram Midcap ka score 59/100 hai — 33 mein #12 Mid Cap fund (Hold). Mazbooti: 3 saal ka return (category mein 68th percentile) aur 5 saal ka return (category mein 67th percentile). Kamzori: Sortino ratio (category mein 24th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
7.1%
+3.2% index ke muqable
3 saal
21.4%
+2.8% index ke muqable
5 saal
18.6%
+1.2% index ke muqable
Launch se
18.1%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
43.8%
2022
-0.2%
2023
28.3%
2024
22.4%
2025
4.6%
2026
1.5%

Risk metrics

Sharpe ratio
1.01
↑ jitna zyada, utna accha
Sortino ratio
0.74
↑ jitna zyada, utna accha
Std deviation
17.53
↓ jitna kam, utna accha
Alpha
2.17
↑ 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.