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Home Mf Research Sundaram Mid Cap Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Mid Cap Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Equity Equity Mid Cap

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,027.19 +2.72%
Two Week 2026-10-19 ₹1,000.00 ₹1,008.19 +0.82%
One Month 2026-10-05 ₹1,000.00 ₹992.70 -0.73%
Three Months 2026-08-05 ₹3,000.00 ₹2,837.84 -5.41%
Six Months 2026-05-07 ₹6,000.00 ₹5,732.89 -4.45%
One Year 2025-11-03 ₹12,000.00 ₹11,760.28 -2.00%
Three Year 2023-11-06 ₹36,000.00 ₹38,974.69 +8.26%
Five Year 2021-11-08 ₹60,000.00 ₹84,615.45 +41.03%
Ten Year 2016-11-07 ₹120,000.00 ₹264,720.95 +120.60%
Since Inception 2002-07-19 ₹296,000.00 ₹4,834,423.00 +1,533.25%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 9.37%
Industrial Products 6.63%
Capital Markets 6.31%
Consumer Durables 6.13%
Auto Components 6.11%
Pharmaceuticals & Biotechnology 6.06%
Electrical Equipment 5.59%
Finance 5.32%
Other 4.31%
Healthcare Services 4.20%
Retailing 4.01%
It - Software 3.52%
Realty 2.94%
Leisure Services 2.93%
Ferrous Metals 2.42%
Fertilizers & Agrochemicals 2.29%
Financial Technology (Fintech) 2.26%
Power 2.10%
Agricultural Food & Other Products 1.87%
Insurance 1.79%
Agricultural, Commercial & Construction Vehicles 1.75%
Automobiles 1.65%
Transport Services 1.41%
It - Services 1.26%
Cement & Cement Products 1.22%
Petroleum Products 1.19%
Aerospace & Defense 1.01%
Beverages 1.00%
Non - Ferrous Metals 0.84%
Personal Products 0.80%
Chemicals & Petrochemicals 0.70%
Telecom - Services 0.60%
Transport Infrastructure 0.43%

Top Holdings

Company-wise portfolio exposure

Mahindra & Mahindra Financial Services Ltd 2.74%
Kalyan Jewellers India Ltd 2.58%
Cummins India Ltd 2.39%
The Federal Bank Ltd 2.36%
IDFC First Bank Ltd 2.25%
Thermax Ltd 2.20%
Coforge Ltd 2.02%
Sona BLW Precision Forgings Ltd 2.02%
The Phoenix Mills Ltd 1.96%
Coromandel International Ltd 1.91%
Marico Ltd 1.87%
Jindal Steel & Power Ltd 1.83%
IndusInd Bank Ltd 1.83%
AU Small Finance Bank Ltd 1.82%
Max Financial Services Ltd 1.79%
BSE Ltd 1.76%
Ashok Leyland Ltd 1.75%
Lupin Ltd 1.75%
GE Vernova T and D India Ltd 1.74%
Dr Lal Path Labs Ltd 1.69%
Gland Pharma Ltd 1.66%
Suzlon Energy Ltd 1.65%
TVS Motor Company Ltd 1.60%
Polycab India Ltd 1.59%
FSN E–Commerce Ventures Ltd(NYKAA) 1.56%
One 97 Communications Ltd 1.54%
Fortis Health Care Ltd 1.50%
Jubilant Foodworks Ltd 1.50%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) 1.49%
Motilal Oswal Financial Services Ltd 1.45%
Mankind Pharma Ltd 1.44%
LG Electronics India Ltd 1.42%
Delhivery Ltd 1.41%
Tata Capital Ltd 1.35%
Tube Investments of India Ltd 1.31%
L&T Technology Services Ltd 1.26%
Swiggy Ltd 1.25%
TVS Holdings Ltd 1.22%
JK Cement Ltd 1.22%
Alkem Laboratories Ltd 1.21%
Info Edge (India) Ltd 1.20%
Hindustan Petroleum Corporation Ltd 1.19%
Dixon Technologies (India) Ltd 1.12%
Indian Bank 1.12%
Torrent Power Ltd 1.08%
Kirloskar Oil Engines Ltd 1.05%
Schaeffler India Ltd 1.04%
JSW Energy Ltd 1.02%
Amber Enterprises India Ltd 1.01%
Bharat Electronics Ltd 1.01%
Radico Khaitan Ltd 1.00%
Persistent Systems Ltd 0.99%
Prestige Estates Projects Ltd 0.98%
ZF Commercial Vehicle Control Systems I Ltd 0.93%
APL Apollo Tubes Ltd 0.89%
National Aluminium Company Ltd 0.84%
Nippon Life India Asset Management Ltd 0.81%
UNO Minda Ltd 0.81%
Devyani international limited 0.80%
Emami Ltd 0.80%
Billionbrains Garage Ventures Ltd 0.79%
PB Fintech Ltd 0.72%
Grindwell Norton Ltd 0.71%
Deepak Nitrite Ltd 0.70%
Indegene Limited 0.67%
Chalet Hotels Ltd 0.63%
Bharti Hexacom Ltd 0.60%
Kirloskar Ferrous Ind Ltd 0.58%
Fractal Analytics Ltd 0.51%
JSW Infrastructure Ltd 0.43%
PI Industries Ltd 0.38%
Manipal Health Enterprises Ltd 0.35%
TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share) 09-Dec-2027 0.05%
TREPS 2.74%
Sundaram Liquid Fund - Direct Growth* 1.32%
Cash and Other Net Current Assets 0.25%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
17.20%
Return volatility
β
Beta
0.9
Benchmark sensitivity
S
Sharpe Ratio
0.8
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
HSBC Midcap Fund - Regular Plan - Growth 10.22% 19.72% 18.56%
Whiteoak Capital - Mid Cap Fund - Regular Plan - Growth 3.76% 18.22% 19.27%
Bandhan Mid Cap Fund - Regular Plan - Growth 2.80% 15.45% 15.41%
Axis Mid Cap Fund - Regular Plan - Growth 2.31% 15.34% 17.02%
ICICI Prudential Mid Cap Fund - Regular Plan - Growth 2.17% 18.25% 16.96%
Helios Mid Cap Fund - Regular Plan - Growth 1.63% 0.00% 17.78%
Union Midcap Fund - Regular Plan - Growth 1.29% 14.12% 27.33%
Invesco India Mid Cap Fund - Regular Plan - Growth 0.40% 20.18% 16.12%
Baroda Bnp Paribas Mid Cap Fund - Regular Plan - Growth 0.33% 13.60% 12.14%
JM Mid Cap Fund - Regular Plan - Growth 0.20% 15.09% 18.63%

Returns are historical and do not guarantee future performance.

View All Equity Mid Cap Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.86%
Expense Ratio (Direct)
1.05%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty MidCap 150 TRI

Exit Load

Charges that may apply when you redeem units

Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil.
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