• 1 Year Returns: -5.82%
• 3 Year Returns: 14.45%
• 5 Year Returns: 14.84%

• Others | 7.76%
• Specialized Finance | 6.52%
• Private Banks | 6.35%
• Auto Parts | 5.96%
• IT Services & Consulting | 5.59%

• Cummins India Ltd | 4.15%
• Mahindra and Mahindra Financial Services Ltd | 3.30%
• TREPS | 3.14%
• Coromandel International Ltd | 3.09%
• GE Vernova T&D India Ltd | 2.50%

• Equity | 94.26%
• Cash & Equivalents | 3.44%
• Mutual Funds | 2.29%
• Pref Shares | 0.01%

The alpha ratio for the Sundaram Mid Cap Fund-Reg(IDCW) is 13.93

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Mid Cap Fund-Reg(IDCW) is 15.73

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Mid Cap Fund-Reg(IDCW) is -0.17

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Mid Cap Fund-Reg(IDCW) is -0.02

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.