Sundaram Mutual FundSundaram Mid Cap Fund Direct Plan - Growth
Equity Scheme - Mid Cap FundDirect planGrowthInception —
NAV vs Benchmark
Trailing Returns
| Series | 1Y | 3Y | 5Y | 10Y | SI |
|---|---|---|---|---|---|
| Scheme | 5.63% | 22.91% | 18.81% | 15.82% | 17.78% |
| Benchmark | 4.44% | 20.39% | 17.82% | 9.55% | 148.90% |
| Excess | 1.18% | 2.53% | 0.99% | 6.27% | -131.13% |
Trailing returns are annualized (CAGR) for 3Y / 5Y / 10Y and absolute for 1Y. SI is total return since the first available NAV. Benchmark returns are derived from the scheme's mandated TRI index.
Expense Ratio (TER)
Direct
0.88%
Regular
1.70%
Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans are sold through intermediaries who provide advice.
YieldIQ Fund Score
B
68/ 100
Rule-based composite of returns, risk, cost, and tenure.
Fee impact calculator
What the expense ratio costs over time, and the Direct-vs-Regular plan gap. Pre-filled with this scheme's expense ratios — adjust any input.
No fees
₹3,10,585
Direct plan
₹2,87,027
Regular plan
₹2,66,536
Fee drag · Direct, 10y
₹23,558
Direct keeps more than Regular
₹20,491
Illustrative only — assumes a constant 12% gross return and the expense ratios above held flat; actual returns and fees vary. Direct plans carry no distributor commission. Not advice.