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BSE - Delayed Quote INR

Sundaram Mid Cap Gr (0P00005UUJ.BO)

1,279.10
+2.96
+(0.23%)
At close: April 30 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -7.29%
5y Average Return 29.12%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 75.03%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 75.03%
Worst 3Y Total Return -1.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005UUJ.BO
Category
YTD
-10.49%
0.00%
1-Month
8.35%
0.00%
3-Month
-10.49%
0.00%
1-Year
12.40%
0.00%
3-Year
21.05%
0.00%
5-Year
30.28%
0.00%
10-Year
14.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005UUJ.BO
Category
2025
--
--
2024
32.01%
--
2023
40.35%
--
2022
4.84%
--
2021
37.49%
--
2020
11.79%
--
2019
-0.30%
--
2018
-15.41%
--

2017
40.77%
--
2016
11.33%
--
2015
11.15%
--
2014
75.03%
--
2013
4.64%
--
2012
38.02%
--
2011
-23.67%
--
2010
20.76%
--
2009
114.63%
--
2008
-58.34%
--
2007
63.14%
--
2006
60.77%
--
2005
61.36%
--
2004
35.72%
--
2003
157.73%
--
2002
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.49% -- -- --
2024 5.12% 16.34% 11.98% -3.60%
2023 -4.16% 15.41% 11.30% 14.01%
2022 -1.98% -9.34% 17.51% 0.41%
2021 11.31% 10.28% 11.20% 0.72%
2020 -28.81% 17.52% 12.43% 18.85%
2019 1.40% -1.41% -4.42% 4.34%
2018 -9.33% -2.12% -7.44% 2.99%
2017 14.23% 5.02% 3.49% 13.37%
2016 -6.27% 12.54% 11.01% -4.93%

2015 5.91% 1.48% 0.16% 3.24%
2014 8.27% 33.69% 8.21% 11.75%
2013 -9.78% 0.63% -2.26% 17.92%
2012 17.40% -2.41% 15.69% 4.13%
2011 -10.55% 4.90% -7.60% -11.96%
2010 -0.51% 5.61% 15.65% -0.63%
2009 -10.84% 72.99% 25.44% 10.93%
2008 -33.27% -13.35% -7.81% -21.86%
2007 -6.92% 15.47% 13.96% 33.19%
2006 31.05% -1.82% 11.89% 11.68%
2005 6.03% 8.59% 25.76% 11.44%
2004 -12.91% -4.97% 29.74% 26.41%
2003 -4.41% 35.29% 35.16% 47.45%
2002 3.13% -- -- --

Rank in Category (By Total Return)

YTD 60
1-Month 22
3-Month 60
1-Year 23
3-Year 22
5-Year 59

Load Adjusted Returns

1-Year 11.40%
3-Year 21.05%
5-Year 30.28%
10-Year 14.00%

Performance & Risk

YTD Return -7.29%
5y Average Return 29.12%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Sundaram Asset Management Company Ltd
Net Assets 19.02B
YTD Return -10.49%
Yield 0.00%
Morningstar Rating
Inception Date Jul 30, 2002

Fund Summary

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