Sundaram Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
12,665 cr
TER direct / regular
1.06% / 1.87%
Active return /yr (full)
1.1%
Score
57
Rank (Score, pool)
#13 of 38
Percentile (full, pool)
62
IR vs benchmark
0.20
CAGR (absolute)
20.8%
Max drawdown
-38.9%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-2.3%
-2.4%
-0.37
25
5.9%
24.4%
22.1%
12
FY23
1.1%
2.0%
0.40
66
2.5%
2.4%
3.4%
12
FY24
-1.6%
4.4%
-0.33
67
3.7%
56.9%
55.2%
12
FY25
5.6%
1.9%
1.37
69
3.8%
7.8%
13.4%
12
FY26
1.7%
1.6%
0.46
66
3.1%
1.9%
3.5%
12
FY27*
0.0%
-1.5%
-0.08
39
3.9%
20.8%
20.8%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-0.8
+1.1
+0.8
-0.8
+0.1
+0.4
+1.9
-1.9
-1.0
+0.8
+0.6
2020
+0.0
+2.8
-2.7
-4.7
-0.1
-1.9
-2.0
-0.6
+0.1
-0.2
-1.8
+0.1
-10.6
2021
+0.2
-0.8
-1.9
-1.7
-1.3
+0.5
+1.4
+1.3
-3.2
+0.0
-0.6
-0.3
-6.0
2022
-0.1
+3.2
-1.7
-0.3
-0.5
+1.4
+0.4
+0.0
+0.8
-0.6
-0.9
+0.2
+1.9
2023
-0.3
+1.1
-0.2
-1.6
-0.5
-0.1
-0.3
-0.5
-0.6
+1.0
+0.3
-0.1
-1.9
2024
-1.8
+2.0
+0.9
-1.3
+0.8
-0.1
+0.9
+2.0
+1.8
+1.1
+0.3
+0.4
+7.2
2025
-1.7
+0.3
+0.8
-0.8
-0.6
-0.3
+1.3
+1.9
-0.8
+0.5
-1.0
+0.0
-0.6
2026
+0.6
+0.5
+0.3
-1.4
-0.7
+0.8
+1.3
-0.1
+1.2
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-6.6
-0.4
+1.5
+1.8
-2.6
-5.8
-4.2
+8.4
+6.1
+3.1
+7.8
+8.1
2014
-5.6
+3.6
+11.0
+3.9
+14.5
+12.6
-2.5
+5.4
+5.5
+2.8
+5.7
+3.1
+76.6
2015
+5.8
+0.0
+0.2
-3.5
+4.3
+1.0
+7.0
-5.3
-1.1
+1.2
+1.4
+0.7
+11.7
2016
-6.6
-11.0
+12.7
+4.2
+2.8
+5.1
+6.1
+4.3
+0.4
+4.9
-8.0
-1.4
+11.6
2017
+6.5
+4.2
+3.1
+6.4
-1.6
+0.5
+3.8
-0.6
+0.5
+5.1
+3.4
+4.5
+41.8
2018
-3.8
-1.6
-4.1
+7.6
-4.7
-4.3
+1.3
+3.1
-11.2
-2.7
+2.7
+3.3
-14.8
2019
-4.7
-0.9
+7.6
-2.1
+3.2
-2.2
-8.6
-0.6
+5.4
+2.8
+0.9
+0.8
+0.5
2020
+5.3
-2.9
-30.2
+9.8
-1.9
+9.4
+2.4
+8.0
+1.9
-0.1
+13.0
+5.4
+12.7
2021
+0.4
+11.0
+0.1
-0.1
+5.1
+5.3
+4.7
+3.5
+2.8
+0.3
-1.9
+2.6
+38.6
2022
-1.2
-3.5
+3.0
+0.3
-5.7
-3.9
+12.0
+6.1
-0.9
+1.2
+1.0
-1.5
+5.8
2023
-2.8
-0.5
-0.8
+3.6
+5.2
+6.2
+5.3
+3.4
+2.4
-2.8
+10.0
+6.9
+41.5
2024
+2.9
+1.8
+0.5
+5.0
+3.0
+7.8
+6.0
+2.3
+3.5
-5.3
+0.5
+1.5
+33.1
2025
-7.8
-10.2
+8.4
+3.1
+5.7
+3.8
-1.4
-0.9
+0.6
+5.2
+0.6
-0.6
+5.0
2026
-3.0
+2.3
-10.8
+11.8
+1.9
+1.7
+3.0
+1.2
+6.9
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard