Sundaram Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -7.95 -7.51 22.49 20.33 21.50 24.10
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 22.49 20.33 21.50 1.72 12,619.32
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 20.64 23.38 26.25 1.39 77,967.21
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 25.59 18.38 24.15 1.42 53,078.98
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 21.40 21.55 26.41 1.58 35,277.81
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 23.53 13.64 20.91 1.56 30,828.75
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 37.21 28.47 29.23 1.58 26,421.09

Fund Holdings as on 31-December-2024

  • Kalyan Jewellers India Ltd

  • Cummins India Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • The Federal Bank Ltd

  • Trent Ltd

  • TREPS

  • Coromandel International Ltd

  • Lupin Ltd

  • Oberoi Realty Ltd

  • Persistent Systems Ltd

  • Fortis Health Care Ltd

  • PB Fintech Ltd

  • Tube Investments of India Ltd

  • Indian Bank

  • AU Small Finance Bank Ltd

  • Jubilant Foodworks Ltd

  • Hindustan Petroleum Corporation Ltd

  • GE Vernova T and D India Ltd

  • Marico Ltd

  • Zydus Lifesciences Ltd

  • Info Edge (India) Ltd

  • Alkem Laboratories Ltd

  • Delhivery Ltd

  • JK Cement Ltd

  • United Breweries Ltd

  • Max Healthcare Institute Ltd

  • BSE Ltd

  • Chalet Hotels Ltd

  • Bharat Electronics Ltd

  • Apollo Tyres Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Computer Age Management Services Ltd

  • TVS Holdings Ltd

  • Coforge Ltd

  • Polycab India Ltd

  • MphasiS Ltd

  • Torrent Power Ltd

  • Union Bank of India

  • Shriram Finance Ltd

  • Deepak Nitrite Ltd

  • Grindwell Norton Ltd

  • Jindal Steel & Power Ltd

  • UNO Minda Ltd

  • Power Finance Corporation Ltd

  • TVS Motor Company Ltd

  • Cholamandalam Financial Holdings Ltd

  • Schaeffler India Ltd

  • Prestige Estates Projects Ltd

  • ACC Ltd

  • Supreme Industries Ltd

  • LIC Housing Finance Ltd

  • Aavas Financiers Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Hatsun Agro Product Ltd

  • Bharat Forge Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Voltas Ltd

  • Dr Lal Path Labs Ltd

  • Devyani international limited

  • Bharat Heavy Electricals Ltd

  • Max Financial Services Ltd

  • Gujarat State Petronet Ltd

  • Amber Enterprises India Ltd

  • Astral Ltd

  • Container Corporation of India Ltd

  • PI Industries Ltd

  • Ola Electric Mobility Ltd

  • APL Apollo Tubes Ltd

  • Sona BLW Precision Forgings Ltd

  • Tata Elxsi Ltd

  • Mankind Pharma Ltd

  • Kansai Nerolac Paints Ltd

  • The Indian Hotels Company Ltd

  • Navin Fluorine International Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Bharti Hexacom Ltd

  • Biocon Ltd

  • Sanofi India Ltd

  • Suzlon Energy Ltd

  • Kajaria Ceramics Ltd

  • Gujarat Gas Co Ltd

  • Blue Star Ltd

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Consumer Food

  • Hospital & Healthcare Services

  • Diamond & Jewellery

  • Construction - Real Estate

  • Diesel Engines

  • Miscellaneous

  • Finance - NBFC

  • Bank - Public

  • Auto Ancillary

  • Retailing

  • Fertilizers

  • Cement & Construction Materials

  • Finance - Others

  • Fintech

  • Cycles

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Finance - Housing

  • Refineries

  • Air Conditioners

  • Plastic Products

  • BPO/ITeS

  • Chemicals

  • Courier Services

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Defence

  • Tyres & Allied

  • Depository Services

  • Cable

  • Power Generation/Distribution

  • Abrasives

  • Steel/Sponge Iron/Pig Iron

  • Finance Term Lending

  • Finance - Investment

  • Bearings

  • Gas Transmission/Marketing

  • Insurance

  • Forgings

  • Engineering - Industrial Equipments

  • Logistics

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Paints

  • Ceramics/Marble/Granite/Sanitaryware

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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 ₹12,619.32 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 ₹5.73(0.44%)yesterday to ₹1298.091.

Among its top 3 holdings the fund has exposure to Kalyan Jewellers India Ltd, 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