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Sundaram Mutual Fund · Equity: Mid Cap
Sundaram Mid Cap Fund Regular Plan - Growth
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
EquityBenchmark · NIFTY Midcap 150 TRITER · 2.25%Inception · 01-07-2002
NAV
₹1,423.24
+0.77% · as of 14-05-2026
Since inception
23.19%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹134 Cr
AUM
Expense ratio
2.25%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +23.19% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
CUMMINS INDIA LIMITED EQ FV RS.24.05%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.44%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-2.76%
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-2.64%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.27%
Sundaram Liquid Fund - Direct Growth2.16%
BSE LIMITED EQ NEW FV RS. 2/-2.13%
KALYAN JEWELLERS INDIA LIMITED EQ2.13%
MARICO LIMITED NEW EQ RE.12.10%
LUPIN LIMITED EQ NEW F.V. RS.2/-2.10%
Sector allocation
Financial Services21.26%
Capital Goods16.16%
Healthcare10.25%
Automobile and Auto Components7.78%
Fast Moving Consumer Goods6.06%
Consumer Durables5.15%
Information Technology4.90%
Consumer Services4.77%
Chemicals3.96%
Realty3.07%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 23.2% p.a.₹10,000
10 years
Projected value
₹47,17,159
Invested: ₹12,00,000
Gained: ₹35,17,159
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
B
Bharath S, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
101539
ISIN (Growth)
INF903J01173
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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