58
Mid CapHold
Sundaram Midcap
Sundaram · Direct–Growth · rank #13 of 34 by Smart Score
Data updated
Trailing returns
1 Year
5.3%
+0.3% vs index
3 Years
18.1%
+3.0% vs index
5 Years
16.7%
+0.9% vs index
Since launch
17.9%
Year-by-year performance
2021
+43.8%-3.1% vs index
2022
-0.2%-3.8% vs index
2023
+28.3%-16.1% vs index
2024
+22.4%-1.8% vs index
2025
+4.6%-1.2% vs index
2026
+6.2%+3.0% vs index
Why this score
Sundaram Midcap scores 58/100 — #13 of 34 Mid Cap fund (Hold). It stands out for sharpe ratio and 3y return — beating 76% of peers on sharpe ratio. The main drag is its expense ratio (better than only 37% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.87 · 76th percentile in category
3Y return18.12% · 65th percentile in category
5Y return16.74% · 63rd percentile in category
Alpha2.78 · 73rd percentile in category
Fund size14863.43 Cr · 66th percentile in category
Expense ratio1.05% · 37th percentile in category
Top holdings
1.Radico Khaitan Ltd5.04%
2.Lenskart Solutions Ltd.4.27%
3.Shriram Transport Finance Company Ltd3.98%
4.Zomato Ltd3.98%
5.Oracle Financial Services Software Ltd3.51%
38 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.