Mid Cap · Equity
Sundaram Mid Cap Fund - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.86
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.07
Downside-only Sharpe
Max Drawdown
-44.3%
Peak-to-trough · full history
Vol (3Y)
15.8%
Annualised σ of daily returns
Positive Days
57%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.86). Its worst peak-to-trough drop over the full history was 44.3% (large drawdowns) between 2018-01-08 and 2020-03-23. About 57% of trading days closed up. Profile: smooth NAV path.
YTD
+3.5%
Calendar YTD
1 Year
+5.4%
Trailing 12 mo
3 Year
+18.3%
CAGR
5 Year
+17.2%
CAGR
10 Year
+14.7%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2638 windows
- Best window CAGR
- +43.39%
- Median CAGR
- +21.01%
- Avg CAGR
- +18.66%
- Worst window CAGR
- -10.64%
- Positive windows
- 92.1%
5-Year Rolling Windows
- Sample size
- 2146 windows
- Best window CAGR
- +32.79%
- Median CAGR
- +15.99%
- Avg CAGR
- +16.59%
- Worst window CAGR
- -0.58%
- Positive windows
- 99.7%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Mid Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
HSBC Midcap Fund
HSBC Mutual Fund
|
+18.8% | +24.5% | — | — |
|
Invesco India Mid Cap Fund
Invesco Mutual Fund
|
+7.9% | +23.6% | +20.0% | — |
|
Invesco India Large & Mid Cap Fund
Invesco Mutual Fund
|
+6.6% | +22.7% | +17.4% | — |
|
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
|
+7.6% | +22.4% | +19.1% | — |
|
WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mutual Fund
|
+13.2% | +22.2% | — | — |
|
ICICI Prudential Mid Cap Fund
ICICI Prudential Mutual Fund
|
+13.6% | +21.7% | +18.0% | — |
|
Sundaram Mid Cap Fund (this fund)
Sundaram Mutual Fund
|
+5.4% | +18.3% | +17.2% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.