• 1 Year Returns: -2.27%
• 3 Year Returns: 12.12%
• 5 Year Returns: 17.32%

• Specialized Finance | 6.39%
• Auto Parts | 6.17%
• Pharmaceuticals | 5.66%
• Others | 5.66%
• Labs & Life Sciences Services | 5.57%

• Cummins India Ltd | 3.97%
• Coromandel International Ltd | 3.06%
• Fortis Healthcare Ltd | 2.92%
• GE Vernova T&D India Ltd | 2.77%
• Mahindra and Mahindra Financial Services Ltd | 2.61%

• Equity | 96.13%
• Cash & Equivalents | 2.63%
• Mutual Funds | 1.23%
• Pref Shares | 0.01%

The alpha ratio for the Sundaram Mid Cap Fund-Reg(IDCW) is 9.19

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 15.96

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 0.20

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.