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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Mid Cap Fund median (34 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 02 Jan 2013 – 20 Aug 2026. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one. Nifty Midcap 150 history starts 14 Jan 2019, so that benchmark is not plotted over this window — pick a shorter range to see it.
View as table
| Date | Sundaram Mid Cap Fund |
|---|---|
| 02 Jan 2013 | ₹100.00 |
| 21 Feb 2014 | ₹99.85 |
| 12 Apr 2015 | ₹201.50 |
| 31 May 2016 | ₹205.38 |
| 19 Jul 2017 | ₹283.18 |
| 07 Sep 2018 | ₹295.55 |
| 27 Oct 2019 | ₹264.80 |
| 15 Dec 2020 | ₹304.67 |
| 03 Feb 2022 | ₹433.61 |
| 25 Mar 2023 | ₹432.16 |
| 12 May 2024 | ₹710.08 |
| 01 Jul 2025 | ₹873.86 |
| 20 Aug 2026 | ₹968.08 |
| Metric | Sundaram · Direct NAV ₹1,682.29 Very High risk ★★★☆☆ | Category median Mid Cap Fund · 34 funds |
|---|---|---|
| +9.87% | +9.87% | |
| +21.87% | +19.74% | |
| +19.27% | +17.84% | |
| +15.28% | +17.01% | |
| +18.12% | +19.29% | |
| +19.68% | — | |
| +18.64% | +20.53% | |
| +16.57% | +19.07% | |
| +17.47% | +18.49% | |
| Risk | ||
| 15.89% | 16.20% | |
| 0.97 | 0.83 | |
| 1.32 | 1.14 | |
| -44.31% | -32.95% | |
| Nifty Midcap 150 | — | |
| +3.71% | +2.33% | |
| 0.94 | 0.94 | |
| 101.4% | 98.4% | |
| 84.3% | 87.8% | |
| 1.05% | 0.97% | |
| ₹12,665Cr | ₹7,594Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 41% | 40% | |
| Ratish B Varier | — | |
| 02 Jan 2013 | — | |
| 77 | — | |
| 24.8% | — | |
| 2.6% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.