Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Mutual Fund Equity Mid Cap Fund
Expense Ratio
1.03%
AUM
₹43.40 Cr
Plan Type
Direct
Market Cap
Mid
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-49.88%
Poor
6 Months
-0.17%
Poor
1 Year
-0.04%
Poor
3 Years
+15.25%
Good
5 Years
+13.12%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹43.40 Cr
Recent Trend
Growing
Stability Score
10.9
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-6.96%
3Y
3Y CAGR
+45.21%
5Y
5Y CAGR
+24.04%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.10%
Annualized standard deviation
Sharpe Ratio
0.678
Fair - Risk-adjusted return
Max Drawdown
-26.40%
High - Worst decline
Consistency
67.4%
Performance consistency
Volatility Breakdown
Daily Volatility
1.08%
Average daily price movement
Annualized Volatility
17.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance