Nippon India Mutual Fund
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option
Mid Cap
+16.4% 3Y CAGR
Sundaram Mutual Fund
Mid Cap · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Sundaram Mid Cap Fund is a Mid Cap fund from Sundaram Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹13,587 crore, the 12th largest of 32 Mid Cap funds. Its expense ratio is 1.06% a year, higher than the median of 0.94% for Mid Cap funds.
Over the last three years it returned 16.33% a year, 11th of 29 Mid Cap funds (median 15.41%). Over five years it returned 15.06% a year, 6th of 22. It is 2.54 percentage points a year ahead of its benchmark, the Nifty Midcap 150 TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 20.7%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-4.58%
3 Years
+16.33%
5 Years
+15.06%
Since launch (2 Jan 2013)
+16.92%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -3.82% | -3.65% | -0.17 pts |
| 3 Years | +16.71% | +14.17% | +2.54 pts |
| 5 Years | +15.29% | +14.04% | +1.25 pts |
| 10 Years | +13.39% | +15.82% | -2.43 pts |
| Since launch | +17.10% | +17.20% | -0.10 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
16.0%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-20.7%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 2 Jan 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Sundaram Mutual Fund's website before you invest.
Funds next to Sundaram Mid Cap Fund, in the same category, ranked by 3-year return.
Nippon India Mutual Fund
Mid Cap
+16.4% 3Y CAGR
Sundaram Mid Cap Fund Direct Plan - Growth
Research-only · No transactions