Sundaram Mid Cap - Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ratish Varier, S. Bharath. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.87% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹10262 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 44.84% |
Size breakup
Sundaram Mid Cap - Direct Plan - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 5.03% | 5.03% |
6 Month Returns | 21.89% | 21.89% |
1 Year Returns | 54.65% | 54.65% |
3 Years Returns | 102.12% | 26.44% |
5 Years Returns | 147.29% | 19.85% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Mid Cap - Direct Plan - Growth Option | 4.4 | 1.2 | -2.02 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Mid Cap - Direct Plan - Growth Option | 0.85 | 0.87 | 0.93 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Mid Cap - Direct Plan - Growth Option | 3.38 | 1.36 | 0.73 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Mid Cap - Direct Plan - Growth Option | 11.38 | 13.42 | 20.95 |