Sundaram Mid Cap Fund - Growth - Regular Plan

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  • 1.4 %Nav, as on 20-02-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Mid Cap Fund Regular Plan - Growth -7.22 -8.72 9.21 20.87 19.23 23.61
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Mid Cap Fund Regular Plan - Growth Jul 19, 2002 9.21 20.87 19.23 1.77 11,638.05
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 7.98 24.16 24.34 1.40 73,510.09
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 13.37 18.50 21.64 1.44 49,091.55
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 9.70 22.14 23.80 1.59 33,033.09
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 10.82 14.73 18.17 1.58 28,380.17
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 22.55 27.98 26.26 1.58 24,488

Fund Holdings as on 31-January-2025

  • TREPS

  • Cummins India Ltd

  • The Federal Bank Ltd

  • Coromandel International Ltd

  • Kalyan Jewellers India Ltd

  • Persistent Systems Ltd

  • Lupin Ltd

  • Indian Bank

  • Oberoi Realty Ltd

  • Trent Ltd

  • Fortis Health Care Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • AU Small Finance Bank Ltd

  • PB Fintech Ltd

  • Marico Ltd

  • Hindustan Petroleum Corporation Ltd

  • Jubilant Foodworks Ltd

  • JK Cement Ltd

  • United Breweries Ltd

  • Apollo Tyres Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Alkem Laboratories Ltd

  • Bharat Electronics Ltd

  • BSE Ltd

  • GE Vernova T and D India Ltd

  • Delhivery Ltd

  • Info Edge (India) Ltd

  • Max Healthcare Institute Ltd

  • Zydus Lifesciences Ltd

  • MphasiS Ltd

  • Union Bank of India

  • Torrent Power Ltd

  • TVS Holdings Ltd

  • ACC Ltd

  • Chalet Hotels Ltd

  • Grindwell Norton Ltd

  • Jindal Steel & Power Ltd

  • Polycab India Ltd

  • Coforge Ltd

  • Astral Ltd

  • Deepak Nitrite Ltd

  • Dr Lal Path Labs Ltd

  • Bharat Forge Ltd

  • Supreme Industries Ltd

  • LIC Housing Finance Ltd

  • Power Finance Corporation Ltd

  • Shriram Finance Ltd

  • UNO Minda Ltd

  • TVS Motor Company Ltd

  • Prestige Estates Projects Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Schaeffler India Ltd

  • Tube Investments of India Ltd

  • PI Industries Ltd

  • Computer Age Management Services Ltd

  • APL Apollo Tubes Ltd

  • Devyani international limited

  • Max Financial Services Ltd

  • Mankind Pharma Ltd

  • Bharat Heavy Electricals Ltd

  • Gujarat State Petronet Ltd

  • Container Corporation of India Ltd

  • Amber Enterprises India Ltd

  • Sona BLW Precision Forgings Ltd

  • Ola Electric Mobility Ltd

  • Navin Fluorine International Ltd

  • Tata Elxsi Ltd

  • Voltas Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Aavas Financiers Ltd

  • The Indian Hotels Company Ltd

  • Bharti Hexacom Ltd

  • Biocon Ltd

  • The Phoenix Mills Ltd

  • Suzlon Energy Ltd

  • Kajaria Ceramics Ltd

  • Cholamandalam Financial Holdings Ltd

  • Gujarat Gas Co Ltd

  • Dixon Technologies (India) Ltd

  • Kansai Nerolac Paints Ltd

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Miscellaneous

  • Hospital & Healthcare Services

  • Consumer Food

  • Auto Ancillary

  • Bank - Public

  • Construction - Real Estate

  • Diesel Engines

  • Finance - NBFC

  • Cement & Construction Materials

  • Fertilizers

  • Diamond & Jewellery

  • Finance - Others

  • Plastic Products

  • Retailing

  • Telecommunication - Service Provider

  • Fintech

  • Electric Equipment

  • Refineries

  • Chemicals

  • Hotel, Resort & Restaurants

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Tyres & Allied

  • Defence

  • Finance - Housing

  • BPO/ITeS

  • Courier Services

  • Power Generation/Distribution

  • Abrasives

  • Cable

  • Steel/Sponge Iron/Pig Iron

  • Air Conditioners

  • Forgings

  • Finance Term Lending

  • Insurance

  • Bearings

  • Cycles

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Depository Services

  • Steel & Iron Products

  • Engineering - Industrial Equipments

  • Logistics

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Investment

  • Consumer Durables - Electronics

  • Paints

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  • Cash

  • Equity

  • MFU

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About Sundaram Mid Cap Fund

Scheme Analysis

Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 19-Jul-2002 and currently has an AUM of ₹11,638.05 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended up ₹16.63(1.4%)yesterday to ₹1204.433.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Mid Cap Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156