Sundaram Mid Cap Fund - Institutional - Growth

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	10276.30	2.76%	-	4/6
1 Month	30-Nov-21	10255.10	2.55%	-	6/6
3 Month	30-Sep-21	10091.90	0.92%	-	4/6
6 Month	30-Jun-21	11243.50	12.43%	-	4/6
YTD	01-Jan-21	13733.70	37.34%	-	2/6
1 Year	31-Dec-20	13860.20	38.60%	38.60%	3/6
2 Year	31-Dec-19	15618.40	56.18%	24.94%	4/6
3 Year	31-Dec-18	15697.50	56.97%	16.20%	4/6
5 Year	30-Dec-16	18967.20	89.67%	13.64%	3/6
10 Year	30-Dec-11	60286.40	502.86%	19.66%	5/6
Since Inception	15-Apr-08	74966.90	649.67%	15.81%	5/6

Returns Calculator

SIP Returns (NAV as on 31st December, 2021)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	31-Dec-20	12000	13865.71	15.55 %	29.83 %
2 Year	31-Dec-19	24000	34746.96	44.78 %	40.04 %
3 Year	31-Dec-18	36000	54091.22	50.25 %	28.25 %
5 Year	30-Dec-16	60000	90998.74	51.66 %	16.65 %
10 Year	30-Dec-11	120000	299873.74	149.89 %	17.42 %

SIP Calculator

Compare performance

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%	36.45%	24.60%	16.82%	13.33%
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%

quartely results (NAV as on 31st December, 2021)

Period

This Fund

Nifty 50

Nifty Midcap 150 TRI

Category Average

2021

35.84%

23.79%

38.76%

Q4 - 2021	1.11%	-1.02%	--	0.00%
Q3 - 2021	11.54%	12.36%	--	0.00%
Q2 - 2021	9.42%	5.75%	--	0.00%
Q1 - 2021	10.51%	4.80%	--	0.00%

2020

12.12%

14.77%

14.94%

Q4 - 2020	18.62%	22.46%	--	0.00%
Q3 - 2020	12.40%	7.84%	--	0.00%
Q2 - 2020	19.27%	24.82%	--	0.00%
Q1 - 2020	-28.73%	-29.43%	--	0.00%

2019

-0.06%

11.53%

2.02%

Q4 - 2019	6.49%	7.12%	--	0.00%
Q3 - 2019	-3.52%	-3.30%	--	0.00%
Q2 - 2019	-1.59%	1.68%	--	0.00%
Q1 - 2019	1.54%	6.96%	--	0.00%

2018

-14.54%

4.09%

-14.52%

Q4 - 2018	3.65%	-1.32%	--	0.00%
Q3 - 2018	-7.28%	3.29%	--	0.00%
Q2 - 2018	-1.93%	4.36%	--	0.00%
Q1 - 2018	-8.92%	-2.14%	--	0.00%

2017

41.77%

27.58%

40.65%

Q4 - 2017	13.59%	5.84%	--	0.00%
Q3 - 2017	3.69%	2.54%	--	0.00%
Q2 - 2017	5.22%	3.06%	--	0.00%
Q1 - 2017	14.40%	12.16%	--	0.00%

2016

11.28%

2.72%

7.14%

Q4 - 2016	-4.87%	-6.39%	--	0.00%
Q3 - 2016	10.22%	3.40%	--	0.00%
Q2 -	--	7.45%	--	--
Q1 -	--	-2.82%	--	--

Best Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q2 - 2020	19.27%	24.82%	--	0--
Q4 - 2020	18.62%	22.46%	--	0--
Q1 - 2017	14.40%	12.16%	--	0--

Worst Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q1 - 2018	-8.92%	-2.14%	--	--
Q1 - 2020	-28.73%	-29.43%	--	--
Q3 - 2018	-7.28%	3.29%	--	--

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hunch
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21 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

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  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
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shravanashok
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36 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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1 days ago

Boost Your Investment with a High-Return Secured NBFC Bond Vivriti Capital Limited – 2026 Bonds now listed on The Fixed Income ✔️ Coupon: 9.00% p.a. ✔️ Rating: CARE A+ Stable ✔️ Tenor: 1 year 1 month (Maturity: Nov 04, 2026) ✔️ Senior Secured | NBFC Bond | High Return | Listed Tap into a secured bond offering attractive returns from a trusted NBFC—perfect for investors seeking stability and growth in a short tenure. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhbmJnPT0=/900-vivriti-capital-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Boost Your Investment with a High-Return Secured NBFC Bond Vivriti Capital Limited – 2026 Bonds now listed on The Fixed Income ✔️ Coupon: 9.00% p.a. ✔️ Rating: CARE A+ Stable ✔️ Tenor: 1 year 1 month (Maturity: Nov 04, 2026) ✔️ Senior Secured | NBFC Bond | High Return | Listed Tap into a secured bond offering attractive returns from a trusted NBFC—perfect for investors seeking stability and growth in a short tenure. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhbmJnPT0=/900-vivriti-capital-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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86 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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Progrowth Finwealth
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87 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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93 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

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