Archive · 30 Jul 2025
Midcap Fund Turns Investors into Crorepatis with 24% CAGR
Imagine putting money into a special pot that invests in smaller, growing companies.
If you had invested Rs 1 lakh in this pot called Sundaram Midcap Fund 23 years ago, it would now be worth about Rs 1.40 crore!
That's because, on average, your money grew by 24.1% every year.
Even putting in a smaller amount each month (Rs 10,000) would have made you nearly Rs 4.71 crore.
The fund's success is because it picks companies with great potential that are well-managed.
Sundaram Midcap Fund completed 23 years in July 2025.
A Rs 1 lakh lump-sum investment at inception grew to approximately Rs 1.40 crore.
This represents a 24.1% compound annual growth rate (CAGR).
A monthly SIP of Rs 10,000 grew to nearly Rs 4.71 crore over 23 years.
The fund focuses on businesses with scalable growth and strong financials.
- Who
- Sundaram Midcap Fund investors.
- What
- Performance of Sundaram Midcap Fund.
- When
- Over the past 23 years (since July 2002).
- Where
- N/A
- Why
- To demonstrate the fund's long-term growth and investment potential.
Fund Strategy
Risk Management
Risk Management
Fund Strategy
Focus on businesses with scalable growth and strong financials.
Risk Management
Active monitoring of liquidity, stock-specific exposure, and overall portfolio concentration to manage downside risks.
- Fund Name
- Sundaram Midcap Fund
- Launched
- July 2002
- CAGR
- 24.1%
- Lump-sum investment growth (Rs 1L)
- Rs 1.40 crore
- Monthly SIP growth (Rs 10,000)
- Rs 4.71 crore
- Focus
- Businesses with scalable growth
- AUM of Sundaram Asset Management Company
- Rs 73,405 crore (June 30, 2025)