Sundaram Midcap Fund Crushes Market With 24% CAGR Over 23 Years – Where Were Your Investments?

Midcap marvel or just another fund fluke? Sundaram’s 23-year streak delivers a blistering 24% CAGR—enough to make Bitcoin maximalists blink.

The Numbers Don’t Lie (But Fund Managers Might)

While crypto bros chased memecoins, this quietly compounding beast turned ‘slow and steady’ into a heavyweight champ. No flashy DeFi APYs here—just old-school equity grinding.

Why Your Portfolio Underperformed

Hint: You probably panic-sold during corrections while this fund rode volatility like a surfer on fiscal steroids. Traditional finance isn’t dead—it’s just boringly profitable.

Cynical Take
: Meanwhile, hedge funds charging 2-and-20 can’t beat this benchmark. Maybe ‘disruption’ should start in their boardrooms first.

Leadership comment

Bharath S, Head – Equities, Sundaram Mutual said the consistent focus on businesses with scalable growth, passionate leadership, and strong financials has helped the fund deliver better return for investors.

Over the years, while strategy has evolved to reflect India’s formalising and consolidating economy, the fund’s CORE belief in identifying high-growth mid-cap businesses early has remained unchanged. A balanced blend of near-term visibility and long-term structural levers — backed by appropriate position sizing — has been key to navigating volatility, he added.

Risk controls such as active monitoring of liquidity, stock exposure limits and portfolio concentration have helped the fund sail through difficult times, he said.

Published on July 30, 2025