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MF_119581

Sundaram Mid Cap Fund Direct Plan - Growth

Equity Scheme - Mid Cap Fund

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End Amount
₹86,785.47
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.91%
MF_119581 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
11.50%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.65
Risk-Adjusted Return
Sortino Ratio
0.95
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 45% 28%
60 days 61% 30% 18%
90 days 64% 24% 15%
180 days 64% 20% 10%
1Yr 72% 15% 9%
3Yr 64% 11% 6%
5Yr 60% 7% 4%
7Yr 69% 3% 1%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Mid Cap Fund Direct Plan - Growth Nifty 50
30 days -33.9% | -70.1% | 26.8% | 256.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -49.0% | -56.3% | 23.7% | 167.5% -23.0% | -45.3% | 16.7% | 120.0%
90 days -36.1% | -45.1% | 20.7% | 143.8% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.6% | -17.2% | 14.7% | 85.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 16.3% | -5.9% | 20.9% | 37.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 14.7% | 2.6% | 15.7% | 30.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 17.9% | 10.8% | 15.2% | 20.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.1% | 13.8% | 17.0% | 21.0% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 23 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 7, 2013 Dec. 21, 2013 348 days 21% Nifty 50: 11% 10073 7934 10130
Jan. 1, 2014 March 6, 2014 64 days 7% Nifty 50: 5% 10400 9648 10424
July 7, 2014 Aug. 27, 2014 51 days 7% Nifty 50: 4% 15450 14369 15527
Sept. 12, 2014 Oct. 31, 2014 49 days 7% Nifty 50: 4% 16797 15607 16805
Dec. 4, 2014 Dec. 31, 2014 27 days 7% Nifty 50: 6% 18287 17017 18303
March 3, 2015 April 8, 2015 36 days 7% Nifty 50: 7% 20028 18633 20141
April 9, 2015 July 4, 2015 86 days 10% Nifty 50: 9% 20185 18249 20415
Aug. 5, 2015 July 1, 2016 331 days 22% Nifty 50: 18% 21759 17002 21763
Nov. 1, 2016 Feb. 4, 2017 95 days 14% Nifty 50: 8% 25269 21779 25374
May 16, 2017 June 20, 2017 35 days 6% Nifty 50: 2% 28054 26406 28057
Aug. 7, 2017 Sept. 7, 2017 31 days 5% Nifty 50: 3% 28679 27217 28815
Sept. 19, 2017 Oct. 28, 2017 39 days 6% Nifty 50: 4% 29799 27933 29874
Jan. 8, 2018 Jan. 8, 2021 1096 days 44% Nifty 50: 26% 32733 18229 32812
March 4, 2021 June 2, 2021 90 days 8% Nifty 50: 5% 36578 33666 36805
Oct. 18, 2021 Aug. 17, 2022 303 days 18% Nifty 50: 16% 45583 37183 45695
Sept. 15, 2022 June 1, 2023 259 days 10% Nifty 50: 6% 47922 42928 48001
Sept. 11, 2023 Nov. 11, 2023 61 days 7% Nifty 50: 6% 58226 54141 58469
Feb. 19, 2024 April 1, 2024 42 days 5% Nifty 50: 1% 68861 65341 69351
July 31, 2024 Aug. 20, 2024 20 days 5% Nifty 50: 4% 84351 80007 84434
Sept. 24, 2024 Oct. 25, 2025 396 days 21% Nifty 50: 15% 90008 71386 90450
Jan. 2, 2026 Feb. 10, 2026 39 days 6% Nifty 50: 6% 91471 85586 91646
Feb. 11, 2026 May 6, 2026 84 days 13% Nifty 50: 14% 91745 79859 91839
Aug. 26, 2026 Oct. 30, 2026 65 days 13% Nifty 50: 8% 97268 84562 86785