Sundaram MF Midcap Fund May 2026 728x90

MUTUAL FUND BENCHMARK RETURNS MONITOR

Benchmark
Name
1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Yr Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
NASDAQ 100 TRI 1.69 4.79 22.34 22.87 25.8 46.31 32.84 21.75 26.16 14.58
Nifty Metal TRI 0.89 -0.07 3.32 15.4 14.65 36.32 26.81 20.73 21.3 14.05
MSCI ACWI TRI 0.42 3.77 11.98 15.17 17.84 35.32 24.49 14.78 14.83 13.93
S&P GLOBAL 1200 0.45 4.09 10.59 11.0 13.5 26.16 43.82 10.71 13.05 9.34
NIFTY MIDSMALL FINANCIAL SERVICES TRI 1.64 7.21 11.48 10.87 9.86 22.32 31.92 22.48 14.66 17.65
Nifty Capital Markets TRI - 6.49 12.11 21.62 19.45 22.1 60.36 32.12 - 28.15
Nifty PSU Bank TRI 0.52 0.87 -3.07 -1.01 -0.23 21.03 24.87 29.19 12.48 11.49
NIFTY HIGH BETA 50 TRI 1.6 8.42 17.04 15.44 13.37 17.64 21.22 18.59 12.2 8.08
Nifty Pharma TRI -0.17 6.38 16.09 13.3 13.49 17.08 24.1 13.16 9.06 14.55
NIFTY MIDSMALL HEALTHCARE TRI 0.24 6.64 17.69 16.27 16.46 17.06 28.82 15.77 19.33 21.38
NIFTY200 VALUE 30 TRI -0.59 0.03 -0.91 4.48 3.21 16.01 28.86 27.33 18.58 16.63
NIFTY 500 VALUE 50 TRI -0.56 -0.25 0.15 5.43 4.32 14.62 27.88 26.07 17.88 16.81
NIFTY MNC TRI -0.46 4.38 7.62 8.53 7.66 14.36 15.87 14.57 14.51 13.34
S&P GLOBAL AGRIBUSINESS INDEX 0.17 -0.66 -7.12 10.69 12.99 14.07 10.34 6.1 8.47 6.4
NIFTY Healthcare TRI -0.54 5.87 15.32 11.78 12.03 13.67 23.0 13.8 10.76 14.97
Nifty Auto TRI -0.47 4.32 1.36 -3.7 -4.05 13.64 21.57 21.98 12.89 -0.03
BSE POWER -0.08 -0.46 7.48 23.16 20.43 13.17 24.96 23.64 14.55 10.03
BSE Healthcare -0.29 6.3 17.18 14.34 14.02 12.85 24.43 14.03 12.02 15.31
NIFTY MIDCAP SELECT TRI 1.92 6.0 10.69 8.69 7.9 12.77 22.54 17.9 17.55 15.19
NIFTY IPO 0.71 8.46 16.02 16.85 13.4 11.83 15.75 6.92 - 9.88
NIFTY COMMODITIES TRI 0.08 0.98 1.7 6.22 4.57 11.53 18.47 15.13 15.61 12.67
Nifty India Manufacturing TRI -0.12 3.22 5.21 4.88 4.0 10.98 20.73 17.55 14.89 15.35
Nifty India Defence TRI -0.93 5.56 14.34 20.63 22.88 9.89 52.67 55.5 - 32.86
Nifty Energy TRI 0.17 0.81 5.68 14.61 11.64 9.03 17.04 16.81 18.37 18.04
NIFTY Midcap 50 TRI 1.57 6.25 9.89 5.92 4.95 8.92 21.92 19.88 18.78 15.09
Nifty Transportation & Logistics TRI -0.3 7.41 5.3 -1.46 -2.31 8.65 21.21 20.85 14.78 -0.1
BSE Midcap Select Index 1.51 7.27 11.9 5.73 4.65 8.6 20.01 14.56 13.81 13.44
BSE India Financials Bond Index 0.1 1.05 2.16 4.45 3.27 8.46 6.75 8.3 8.75 8.8
BSE India Corporate Bond Index 0.09 1.07 2.15 4.52 3.34 8.35 6.75 8.27 8.73 8.76
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI 0.12 3.78 6.42 4.47 2.95 7.74 19.67 16.78 14.98 15.39
BSE India Bond Index 0.17 1.46 2.03 5.29 4.17 7.49 5.99 7.41 8.41 8.74
Nifty Financial Services Ex-Bank TRI 0.24 9.2 5.9 3.04 1.56 7.49 19.71 14.89 15.84 19.36
BSE India Government Bond Index 0.18 1.51 2.0 5.4 4.28 7.38 5.85 7.32 8.38 8.12
BSE India 10 Year Sovereign Bond 0.15 1.91 2.41 5.76 4.54 7.26 5.86 6.93 7.43 6.42
Nifty EV and New Age Automotive TRI -0.21 3.36 7.09 0.97 -0.41 7.21 15.74 21.21 - 15.8
NIFTY MIDCAP 100 TRI 1.37 5.44 9.11 5.81 4.53 7.18 21.3 18.98 17.18 20.82
NIFTY MIDCAP 150 TRI 1.25 5.76 8.93 5.71 4.33 6.84 20.63 18.33 18.28 17.24
Nifty Next 50 TRI 0.18 4.79 7.21 6.23 4.89 6.69 19.21 14.15 14.35 20.12
BSE Enhanced Value Index -0.15 -0.68 -0.92 -0.98 -2.75 6.16 24.19 21.19 15.0 15.3
NIFTY SMALLCAP 50 TRI 1.62 9.7 17.45 14.38 12.1 5.77 25.12 14.85 12.77 12.4
NIFTY 100 Equal Weight TRI -0.11 4.29 5.8 3.6 2.43 5.76 16.93 13.98 13.72 18.04
Nifty Housing TRI 0.26 4.34 5.35 4.15 3.55 5.54 14.36 12.48 14.39 13.9
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI -0.02 3.54 6.42 2.08 0.09 5.32 14.95 15.73 19.39 19.89
NIFTY MIDSMALLCAP 400 TRI 1.06 6.53 10.99 7.79 5.81 5.25 20.29 17.75 17.34 16.79
NIFTY MICROCAP 250 TRI 0.74 8.52 19.03 16.72 13.32 5.23 24.34 21.89 20.29 0.12
BSE 150 MidCap Index 1.33 6.37 8.82 5.11 3.49 4.82 19.16 16.28 2.11 2.11
BSE PSU -0.58 0.83 -2.32 1.29 1.09 4.53 23.51 21.82 11.71 11.69
NIFTY 50 Equal Weight TRI -0.63 3.62 3.35 -0.13 -1.04 4.36 14.49 14.53 13.85 14.05
NIFTY200 ALPHA 30 TRI 1.05 5.07 6.15 6.46 5.85 4.33 19.91 17.62 20.01 0.1
BSE Bharat 22 Index -1.32 -0.19 -4.33 -0.35 -1.83 4.11 17.23 20.38 - 11.08
BSE Mid Cap 1.15 6.36 8.6 4.52 3.08 3.88 18.8 16.21 15.06 18.66
BSE Mid Small Cap Index 0.78 7.15 12.85 9.08 6.6 3.6 19.28 16.6 15.98 13.52
BSE Small Cap 0.44 7.88 16.99 13.55 10.0 3.29 19.7 16.96 16.8 19.85
Nifty Alpha 50 TRI 1.38 6.13 9.09 10.24 8.1 3.2 20.16 15.59 20.85 20.44
NIFTY RURAL TRI -0.3 4.7 2.05 -2.68 -4.18 3.16 12.38 14.08 12.27 15.2
NIFTY SMALLCAP 100 TRI 1.28 9.02 15.45 12.64 9.89 3.1 21.49 15.01 13.68 15.39
NIFTY500 EQUAL WEIGHT TRI 0.52 6.42 10.89 7.76 5.3 3.1 18.62 15.79 14.92 15.0
BSE Bankex 0.36 5.85 4.29 -1.39 -1.61 3.03 9.07 10.6 12.27 18.6
BSE SENSEX Next 50 0.69 5.43 6.51 1.82 0.56 3.01 17.73 14.47 12.81 13.05
NIFTY CPSE Total Return Index -1.24 -1.21 -6.72 4.08 5.21 2.78 29.65 30.18 16.47 14.87
Nifty Bank TRI 0.19 5.67 4.31 -1.57 -2.11 2.72 9.84 11.46 13.03 18.03
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI - 5.74 7.59 5.36 2.22 2.64 17.66 18.46 16.19 14.91
Nifty Alpha Quality Low Volatility 30 TRI -0.25 3.68 5.57 1.14 0.71 2.57 14.84 13.12 14.35 0.01
NIFTY SMALLCAP 250 TRI 0.7 8.03 15.15 12.02 8.83 2.57 19.76 16.55 15.46 15.89
NIFTY LARGE MIDCAP 250 TRI 0.55 5.21 5.61 1.23 -0.26 2.56 15.71 14.64 15.66 15.58
BSE Financials Ex-Banks 30 Index 0.18 10.36 4.37 -0.9 -2.72 2.05 15.18 2.2 2.2 2.2
NIFTY500 LOW VOLATILITY 50 TRI -0.13 3.0 1.35 -3.08 -3.55 1.87 15.28 14.45 15.15 -0.04
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 0.84 3.65 6.71 9.07 7.27 1.64 17.96 15.99 18.6 21.77
Nifty Infrastructure TRI -0.47 4.11 3.71 1.74 -1.57 1.64 18.45 17.85 14.23 11.83
NIFTY500 MULTICAP 50:25:25 TRI 0.41 5.77 7.17 2.78 0.87 1.63 15.6 14.3 15.04 15.56
NIFTY INDIA NEW AGE CONSUMPTION TRI 1.19 10.36 9.26 1.43 -0.13 1.47 20.18 17.18 13.16 13.27
BSE Quality Index 0.44 2.22 3.81 1.8 0.42 1.14 13.71 11.68 12.78 12.73
NIFTY Midcap 150 Moment 50 TRI 1.02 2.8 3.63 3.38 1.95 0.96 20.75 19.55 21.23 22.67
BSE 250 SmallCap Index 0.47 7.19 14.25 10.45 7.29 0.94 16.93 14.86 - 11.66
Nifty India Consumption TRI -0.45 5.95 4.97 -2.0 -4.08 0.87 13.07 14.05 13.29 14.07
NIFTY INDIA INTERNET TRI 4.5 15.62 14.98 0.16 -3.08 0.76 26.52 - - 7.07
NIFTY 100 ESG TRI 0.17 4.67 2.44 -3.12 -3.75 0.75 12.26 10.51 13.65 12.49
NIFTY TOTAL MARKET TRI 0.25 5.38 5.42 0.64 -1.11 0.65 13.6 12.93 14.13 14.35
Nifty Private Bank TRI -0.45 5.38 5.23 -1.13 -1.89 0.59 7.85 9.55 11.21 0.11
Nifty Alpha Low-Volatility 30 TRI 0.6 5.92 5.17 0.01 -0.32 0.54 13.08 12.38 14.46 0.02
NIFTY 500 TRI 0.23 5.25 4.88 0.02 -1.67 0.44 13.24 12.65 13.96 12.17
Nifty Financial Services TRI -0.14 6.88 2.95 -1.37 -2.2 0.44 11.25 11.09 14.62 0.05
Nifty 100 Low Volatility 30 TRI -0.35 4.41 3.05 -3.88 -4.46 0.34 12.43 11.86 13.4 16.98
NIFTY500 MOMENTUM 50 TRI 1.25 3.83 4.06 3.59 1.95 0.03 16.16 16.12 19.43 21.66
NIFTY PSE TRI -1.01 0.28 -2.57 2.2 1.34 0.02 26.84 25.66 15.38 13.2
NIFTY 200 TRI 0.15 4.82 3.58 -1.52 -3.05 -0.01 12.39 12.09 13.55 13.9
NIFTY500 QUALITY 50 TRI 0.43 3.07 6.06 6.07 5.12 -0.18 17.89 13.52 13.97 16.95
BSE Financial Services 0.42 7.83 4.3 -1.82 -2.98 -0.24 10.27 10.3 12.19 13.01
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 0.93 8.03 13.91 11.52 8.34 -0.31 14.71 13.1 17.7 21.56
BSE AllCap 0.23 5.27 5.3 0.35 -1.43 -0.49 12.23 11.64 12.83 12.07
BSE 500 0.2 5.0 4.29 -0.82 -2.5 -0.9 11.58 11.12 12.61 14.0
BSE 250 LargeMidCap Index 0.17 4.75 3.24 -1.99 -3.53 -1.18 11.06 10.75 - 11.43
BSE LargeMidCap 0.18 4.75 3.2 -1.98 -3.49 -1.28 10.82 10.65 12.13 12.04
BSE India Infrastructure Index -1.58 1.3 2.13 5.76 3.01 -1.33 23.26 19.45 13.66 10.88
Nifty 200 Momentum 30 TRI 0.36 3.05 0.6 -0.63 -1.33 -1.43 13.79 12.3 17.6 18.7
BSE 200 0.16 4.65 2.87 -2.44 -4.0 -1.56 10.81 10.66 12.33 13.37
NIFTY 100 TRI -0.15 4.66 2.3 -3.18 -4.76 -1.67 10.72 10.84 12.85 16.3
Nifty Low Volatility 50 TRI -0.09 3.92 2.94 -2.96 -3.71 -1.73 12.82 11.33 13.39 -0.08
NIFTY 100 Quality 30 TRI -0.66 1.27 1.41 -5.69 -5.6 -1.85 9.99 10.15 11.44 12.37
BSE 500 SHARIAH -0.05 2.5 2.89 -2.62 -3.73 -2.17 9.59 7.6 11.64 13.36
NIFTY Midcap150 Quality 50 TRI 0.74 3.33 6.67 2.41 0.91 -2.21 12.85 9.21 11.36 -0.07
BSE LargeCap -0.04 4.39 2.05 -3.34 -4.86 -2.39 9.13 9.47 11.47 11.44
Nifty 100 ESG Sector Leaders TRI 0.08 5.41 2.06 -4.63 -5.76 -2.9 11.06 9.95 12.72 13.29
BSE 100 -0.04 4.56 1.88 -4.11 -5.66 -2.94 9.37 9.99 11.75 15.36
Nifty 500 Shariah TRI 0.43 2.1 4.01 -2.05 -3.02 -2.94 9.99 8.57 13.41 11.8
NIFTY 200 Quality 30 TRI 0.31 1.62 1.87 -5.25 -5.64 -3.04 10.2 10.0 12.52 -0.11
Nifty Quality Low Volatility 30 TRI -0.17 2.98 3.22 -5.22 -5.97 -3.17 8.4 9.01 11.02 15.88
NIFTY DIVIDEND OPPORTUNITIES 50 TRI -0.32 0.77 -4.14 -6.79 -8.41 -3.32 12.58 14.1 14.12 12.52
Nifty Realty TRI 5.38 25.47 23.65 7.43 6.95 -3.37 21.61 21.07 16.95 0.21
NIFTY 50 TRI -0.23 4.63 1.22 -5.1 -6.73 -3.43 9.03 10.34 12.62 13.29
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI -0.07 0.31 1.44 1.47 0.6 -3.7 15.76 13.39 17.61 20.56
NIFTY MIDSMALL INDIA CONSUMPTION TRI 3.23 9.52 10.85 1.89 1.05 -3.84 16.78 15.03 15.88 15.93
NIFTY NON-CYCLICAL CONSUMER TRI -0.21 6.52 6.81 -1.35 -3.71 -4.0 10.04 12.05 13.81 14.96
BSE Low Volatility Index -0.6 3.98 3.14 -4.55 -5.31 -4.07 10.06 8.42 11.33 11.86
NIFTY CHEMICALS TRI -0.7 2.53 10.22 4.39 2.78 -4.12 9.69 8.64 19.9 19.31
BSE SENSEX 50 -0.23 4.34 0.79 -5.49 -7.1 -4.33 7.64 9.01 - 12.22
NIFTY GROWTH SECTORS 15 TRI 0.37 2.89 -0.92 -12.24 -11.8 -4.35 6.44 9.16 8.81 16.3
NIFTY TOP 20 EQUAL WEIGHT TRI -0.38 4.99 -0.36 -8.31 -9.53 -4.86 8.17 11.42 13.02 12.74
NIFTY OIL & GAS TRI 0.38 3.52 0.06 -3.46 -8.22 -5.13 13.33 12.26 15.84 14.29
NIFTY 50 Value 20 TRI 0.05 1.05 -2.93 -8.11 -8.86 -5.25 8.61 10.7 14.95 17.49
NIFTY TOP 15 EQUAL WEIGHT TRI -0.98 3.66 -1.14 -9.34 -11.26 -5.33 7.37 11.16 12.45 13.3
Nifty Services Sector TRI 0.31 6.08 1.57 -5.78 -6.75 -5.63 9.25 8.6 12.65 15.14
NIFTY MIDSMALL IT & TELECOM TRI 2.86 3.47 12.45 -6.27 -5.25 -6.14 11.13 12.02 18.89 12.61
BSE Sensex -0.25 4.85 0.02 -7.19 -8.98 -6.76 5.88 8.16 11.07 14.58
NIFTY500 FLEXICAP QUALITY 30 TRI 1.14 3.78 2.6 -6.05 -6.62 -8.21 5.42 10.29 15.95 16.29
NIFTY SMALLCAP250 QUALITY 50 TRI 0.49 5.04 6.13 1.67 -0.6 -9.27 13.86 13.73 16.06 18.38
Nifty India Digital TRI 3.02 6.61 4.04 -12.18 -13.18 -9.82 13.13 8.27 11.36 11.75
BSE FMCG -1.18 1.5 3.24 -4.06 -9.52 -10.12 -0.8 6.26 7.97 11.19
Nifty 50 Shariah TRI -0.68 -0.42 -2.39 -11.81 -11.98 -10.49 3.72 -9.48 0.82 8.47
Nifty FMCG TRI -1.49 1.0 2.73 -5.49 -10.67 -10.55 -0.56 8.12 10.17 15.5
NIFTY TOP 10 EQUAL WEIGHT TRI -0.69 2.25 -2.58 -11.42 -14.21 -12.21 3.9 8.29 13.07 12.67
NIFTY INDIA TOURISM TRI 0.56 12.32 12.28 0.49 -4.81 -12.32 12.5 15.47 14.61 11.05
Nifty Media TRI -1.85 3.09 8.73 4.33 2.93 -13.76 -7.02 -3.41 -4.91 2.96
BSE Teck 1.43 1.05 -5.71 -19.93 -20.51 -20.17 3.35 2.45 9.44 6.11
NIFTY INDIA RAILWAYS PSU TRI -1.6 0.09 -6.84 -14.55 -17.93 -24.54 17.71 22.03 - 24.27
Nifty IT TRI 2.08 -0.95 -9.23 -25.57 -25.29 -25.44 0.7 1.61 12.1 13.36
BSE IT 1.8 -1.24 -9.0 -26.04 -25.92 -27.72 -2.64 -1.68 9.47 -0.98

Investor may know that each Mutual Fund Scheme follow a Benchmark. A Benchmark is nothing but a standard against which the performance of a mutual fund scheme or fund manager can be measured. Generally, broad market indices, Stock market indices and bond indexes are used for the purpose of benchmarking. Mutual Fund Benchmark Returns tool provides returns of each Mutual Fund Benchmark across 1 week, 1 month, 3 month, 6 month, YTD (year till date), 1 year, 3 year, 5 year, 10 year and since launch periods. Using the sorting button provided in respective return period columns, you can find out which Benchmark gave the best return in the sorted period If sorted, the order of Benchmarks change basis the highest returns to lowest returns generated by the respective Benchmarks in the chosen period. Very helpful tool to find how each mutual fund Benchmarks returns vary differently in different time periods. This helps grow conviction as to why investor should spread investments across various mutual fund Schemes which follow different Benchmarks for portfolio diversification and asset allocation purposes based on investors risk taking appetite and time horizon of investments. The mutual fund Benchmark returns are shown in XIRR percentage terms.

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