Sundaram Mid Cap Fund Regular Plan - Growth

Equity: Mid Cap Open Ended Scheme
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NAV
₹ 1377.3354 ₹ 8.15 (0.59 %)
as on 25-06-2025
Asset Size (AUM)
12,345.38 Cr
Launch Date
Jul 01, 2002
Invest in this scheme
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jul 01, 2002
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24.01

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.19 %
Expense Ratio
1.75%
Volatility
13.35 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
"If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No exit Load if more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged"
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsMutual FundsCash & Cash Equivalents
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10504
FD₹ 10504
Gold₹ 10504
Nifty₹ 10504
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 25-06-2025
Created with Highcharts 4.1.4ReturnsSundaram Mid Cap Fund Regular Plan - GrowthNIFTY MIDCAP 150 TRIEquity: Mid CapYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-10010203040

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesSundaram Mid Cap Fund Regular Plan - GrowthNIFTY MIDCAP 150 TRIEquity: Mid Cap2016201720182019202020212022202320242025-40-20020406080

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund0000.00
Benchmark0000.00
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 8.78 30.76 30.04 28.57 15.24
Invesco India Midcap Fund - Growth Option 19-04-2007 16.37 34.92 32.92 30.66 17.84
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.8 30.8 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 11.17 33.14 31.71 33.21 18.12
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 10.15 33.77 35.26 36.2 17.65
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
N/A100
Portfolio Holdings
CompanyHoldings (%)
ICICI Prudential S&P BSE 500 ETF99.93
TREPS0.09
Net Current Assets-0.02
Sector Allocation
Created with Highcharts 4.1.4Others
Portfolio Holdings
Created with Highcharts 4.1.4ICICI Prudential S&P BSE 500 ETFTREPS