Sundaram Mid Cap Fund - Institutional - IDCW

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

This scheme closed on 31-12-2021 & the data you are seeing is not latest data.

Returns (NAV as on 31st December, 2021)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Rank within Category
1 Week	24-Dec-21	10276.40	2.76%	-	6/6
1 Month	30-Nov-21	10255.30	2.55%	-	4/6
3 Month	30-Sep-21	10092.00	0.92%	-	6/6
6 Month	30-Jun-21	11243.70	12.44%	-	4/6
YTD	01-Jan-21	13672.00	36.72%	-	2/6
1 Year	31-Dec-20	13797.90	37.98%	37.98%	3/6
2 Year	31-Dec-19	15513.50	55.13%	24.52%	4/6
3 Year	31-Dec-18	15442.80	54.43%	15.57%	4/6
5 Year	30-Dec-16	17220.00	72.20%	11.47%	3/6
10 Year	30-Dec-11	43696.80	336.97%	15.87%	6/6
Since Inception	15-Apr-08	42729.20	327.29%	11.17%	5/6

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	31-Dec-20	12000	13831.85	15.27 %	29.27 %
2 Year	31-Dec-19	24000	34611.59	44.21 %	39.57 %
3 Year	31-Dec-18	36000	53728.68	49.25 %	27.75 %
5 Year	30-Dec-16	60000	88658.78	47.76 %	15.59 %
10 Year	30-Dec-11	120000	252627.58	110.52 %	14.24 %

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.00%	1.05%	-0.36%	11.98%	0.00%	35.84%	24.18%	16.18%	11.15%
Nifty 50	1.02%	2.32%	0.64%	13.25%	2.60%	25.98%	20.61%	18.38%	16.79%
Benchmark: Nifty Midcap 150 TRI	0.25%	2.22%	1.51%	15.03%	1.37%	46.38%	36.43%	24.29%	20.46%
Category Average	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Category Rank	0/0	0/0	0/0	0/0	0/0	0/0	0/0	0/0	0/0
Best in Category	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Worst in Category	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%