Sundaram Mid Cap Fund - 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

Latest (Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank
(Updated on 30th Jun 2024)

Crisil Rank

Returns (NAV as on 12th September, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	05-Sep-25	10131.30	1.31%	-	1.41%	20/32
1 Month	12-Aug-25	10267.20	2.67%	-	3.10%	22/31
3 Month	12-Jun-25	10273.70	2.74%	-	2.07%	13/31
6 Month	12-Mar-25	12061.30	20.61%	-	19.35%	11/30
YTD	01-Jan-25	10106.30	1.06%	-	0.94%	16/30
1 Year	12-Sep-24	9949.60	-0.50%	-0.50%	-1.98%	10/30
2 Year	12-Sep-23	15283.90	52.84%	23.59%	20.74%	7/30
3 Year	12-Sep-22	18004.40	80.04%	21.63%	19.78%	8/28
5 Year	11-Sep-20	32630.00	226.30%	26.65%	26.11%	12/25
10 Year	11-Sep-15	41774.80	317.75%	15.35%	16.46%	16/21
Since Inception	19-Jul-02	1397348.60	13873.49%	23.77%	18.04%	5/32

Returns Calculator

SIP Returns (NAV as on 12th September, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	12-Sep-24	12000	12758.07	6.32 %	11.88 %
2 Year	12-Sep-23	24000	28257.74	17.74 %	16.52 %
3 Year	12-Sep-22	36000	50236.5	39.55 %	22.84 %
5 Year	11-Sep-20	60000	105616.78	76.03 %	22.78 %
10 Year	11-Sep-15	120000	304534.52	153.78 %	17.71 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.21%	2.67%	2.74%	20.61%	1.28%	-0.50%	23.59%	21.63%	26.65%
Nifty 50	0.43%	2.56%	0.91%	11.76%	6.21%	-1.08%	12.06%	11.86%	16.96%
Benchmark: Nifty Midcap 150 TRI	0.28%	3.10%	0.53%	20.16%	2.49%	-1.62%	20.38%	21.52%	28.38%
Category Average	0.13%	3.10%	2.07%	19.35%	0.94%	-1.98%	20.74%	19.78%	26.11%
Category Rank	11/30	22/31	13/31	11/30	16/30	10/30	7/30	8/28	12/25
Best in Category	0.45%	5.08%	7.54%	26.70%	5.43%	7.83%	29.53%	26.04%	33.89%
Worst in Category	-0.51%	0.63%	-4.17%	8.13%	-6.86%	-14.24%	12.61%	12.40%	19.78%

quartely results (NAV as on 12th September, 2025)

Period

This Fund

Nifty 50

Nifty Midcap 150 TRI

Category Average

2025

-0.49%

0.33%

Q3 - 2025	0.43%	-1.67%	--	0.35%
Q2 - 2025	13.97%	10.15%	--	10.96%
Q1 - 2025	-10.68%	-2.43%	--	-2.82%

2024

30.73%

8.75%

27.2%

Q4 - 2024	-4.10%	-8.34%	--	-3.95%
Q3 - 2024	10.64%	6.91%	--	7.85%
Q2 - 2024	14.55%	7.48%	--	18.80%
Q1 - 2024	4.50%	3.31%	--	4.92%

2023

38.63%

19.48%

34.82%

Q4 - 2023	14.01%	11.33%	--	11.96%
Q3 - 2023	11.30%	1.07%	--	10.16%
Q2 - 2023	15.41%	10.29%	--	11.17%
Q1 - 2023	-4.16%	-4.60%	--	-3.96%

2022

4.84%

3.24%

1.07%

Q4 - 2022	0.41%	7.76%	--	0.58%
Q3 - 2022	17.13%	8.52%	--	14.96%
Q2 - 2022	-9.98%	-10.70%	--	-9.49%
Q1 - 2022	-1.99%	-0.91%	--	0.68%

2021

34.76%

23.79%

36.15%

Q4 - 2021	0.91%	-1.02%	--	1.75%
Q3 - 2021	11.33%	12.36%	--	11.01%
Q2 - 2021	9.18%	5.75%	--	13.27%
Q1 - 2021	10.30%	4.80%	--	12.38%

2020

11.23%

14.77%

22.56%

Q4 - 2020	18.39%	22.46%	--	18.66%
Q3 - 2020	12.17%	7.84%	--	15.42%
Q2 - 2020	19.03%	24.82%	--	20.39%
Q1 - 2020	-28.86%	-29.43%	--	-24.80%

2019

-0.85%

11.53%

2.24%

Q4 - 2019	6.29%	7.12%	--	4.64%
Q3 - 2019	-3.71%	-3.30%	--	-2.55%
Q2 - 2019	-1.78%	1.68%	--	-1.60%
Q1 - 2019	1.33%	6.96%	--	3.31%

2018

-15.17%

4.09%

-12.74%

Q4 - 2018	3.46%	-1.32%	--	3.07%
Q3 - 2018	-7.44%	3.29%	--	-4.04%
Q2 - 2018	-2.12%	4.36%	--	-8.25%
Q1 - 2018	-9.08%	-2.14%	--	-7.96%

2017

40.77%

27.58%

40.67%

Q4 - 2017	13.37%	5.84%	--	12.98%
Q3 - 2017	3.49%	2.54%	--	3.35%
Q2 - 2017	5.02%	3.06%	--	4.52%
Q1 - 2017	14.23%	12.16%	--	16.48%

2016

11%

2.72%

3.7%

Q4 - 2016	-4.93%	-6.39%	--	-7.27%
Q3 - 2016	10.13%	3.40%	--	8.91%
Q2 -	--	7.45%	--	--
Q1 -	--	-2.82%	--	--

Best Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q2 - 2020	19.03%	24.82%	--	20.39%
Q4 - 2020	18.39%	22.46%	--	18.66%
Q3 - 2022	17.13%	8.52%	--	14.96%

Worst Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q1 - 2020	-28.86%	-29.43%	--	-24.8%
Q1 - 2025	-10.68%	-2.43%	--	-2.82%
Q2 - 2022	-9.98%	-10.70%	--	-9.49%

Forum

hunch
MF Investment Help
Follow

22 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

Posted by : hunch
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
  Repost Cancel
You will now receive notification when someone reply to this message.
shravanashok
MF Investment Help
Follow

37 days ago

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

Posted by : shravanashok
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  need your suggestion for sbi psu fund direct growth stay or switch
  
  Repost Cancel
You will now receive notification when someone reply to this message.
The Fixed Income
Bonds
Follow

2 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

Posted by : The Fixed Income
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  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
  
  Repost Cancel
You will now receive notification when someone reply to this message.
sunny85deol
MF Investment Help
Follow

88 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

Posted by : sunny85deol
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  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.
  
  Repost Cancel
You will now receive notification when someone reply to this message.
Progrowth Finwealth
MF Investment Help
Follow

88 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

Posted by : Progrowth Finwealth
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  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
  
  Repost Cancel
You will now receive notification when someone reply to this message.
h_purandare
MF Investment Help
Follow

94 days ago

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

Posted by : h_purandare
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut
  
  Repost Cancel
You will now receive notification when someone reply to this message.

+ See More

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347