Sundaram Mid Cap Fund - Regular Plan

Equity

Mid Cap

Very High Risk

Rs 1,430.89

0.21

NAV as on Nov 7, 2025

Benchmark

Expense Ratio

1.74%

Fund Category

Equity - Mid Cap

Fund Size

Rs 12,585 Crores

Exit Load

1.00%

Min. Investment

Rs 100

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Asset Allocation

Sector Allocation

Sundaram Mid Cap Fund - Regular Plan Fund Details

Investment Objective - To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Fund House

Sundaram Mutual Fund

Return Since Launch

23.76%

Launch Date

Jul 30, 2002

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

14.90 vs 14.47

Fund Vs Category Avg

Beta

0.90 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

1.10 vs NA

Fund Vs Category Avg

Portfolio Turnover Ratio

45.90 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Cummins India Ltd.	3.97	Engineering	Equity
Coromandel International Ltd.	3.06	Fertilisers	Equity
Fortis Healthcare Ltd.	2.92	Pharmaceuticals and health care	Equity
GE Vernova T&D India Ltd.	2.77	Power	Equity
Mahindra & Mahindra Financial Services Ltd.	2.61	Finance	Equity
Lupin Ltd.	2.38	Pharmaceuticals and health care	Equity
Hindustan Petroleum Corporation Ltd.	2.16	Petroleum	Equity
Indian Bank	2.15	Banks	Equity
IDFC First Bank Ltd.	2.09	Banks	Equity
Marico Ltd.	2.03	Edible Fat	Equity

View All

Nov 7, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.43	2.00	4.54	12.36	24.69	23.50	26.09	15.54	23.76
Category Average (%)	-0.58	0.86	3.34	10.64	2.67	18.49	19.64	NA	19.93
Rank within Category	68	36	40	51	30	25	32	41	40

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
HDFC Mid Cap Fund	200.81	84,855	0.01	2.54	5.24	12.44	6.72	24.78	28.74	18.45	17.75	1.37
Kotak Midcap Fund	137.31	58,300	-0.85	-1.47	1.97	12.81	3.60	20.93	26.19	18.12	15.11	1.39
Nippon India Growth Mid Cap Fund	4,237.15	39,329	-0.30	1.30	3.93	10.32	3.76	24.51	28.61	18.36	22.25	1.55
Motilal Oswal Midcap Fund	102.63	34,749	-1.35	-0.90	0.39	6.96	-3.48	24.54	31.39	17.90	22.01	1.55
Axis Midcap Fund	114.03	31,147	-0.63	-0.28	1.60	9.41	3.24	18.19	20.77	16.50	17.99	1.57
SBI Midcap Fund	231.78	22,209	-0.66	1.14	2.73	3.10	-2.45	15.25	24.39	14.73	16.50	1.67
DSP Mid Cap Fund	148.47	19,162	-0.38	-0.14	2.85	10.00	1.38	18.26	18.40	15.33	15.26	1.66
Mirae Asset Midcap Fund	37.81	17,194	-0.22	2.19	6.30	16.29	6.62	19.90	25.36	NA	23.59	1.66
Sundaram Mid Cap Fund	1,430.89	12,585	-0.43	2.00	4.54	12.36	4.83	23.50	26.09	15.54	23.76	1.74
Franklin India Mid Cap Fund	2,784.60	12,213	-0.36	1.91	2.99	7.57	1.85	21.28	23.13	15.54	19.29	1.76

View All

Nov 7, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,242 (+4.84%)

Fund Manager

S Bharath

Ratish B Varier

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

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Here is the list of funds managed by S Bharath

Scheme Name(Growth Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Mid Cap Fund	Equity - Mid Cap	1,430.89	12,585	4.83	26.09
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	163.78	6,944	3.64	15.26
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	87.19	6,740	2.82	20.06
Sundaram Flexicap Fund	Equity - Flexi Cap	14.99	2,064	4.93	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	35.74	1,678	4.06	10.18
Sundaram Value Fund	Equity - Value	222.64	1,442	4.36	17.72
Sundaram ELSS Tax Saver Fund	Equity - ELSS	517.69	1,356	5.13	18.99
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.32	903	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	29.67	21	3.39	8.05

View All

Nov 7, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,430.89	12,585	-0.43	2.00	4.54	12.36	4.83	23.50	26.09	15.54	23.76	1.74
Sundaram Aggressive Hybrid Fund	163.78	6,944	-0.56	0.86	2.42	4.07	3.64	12.12	15.26	12.55	11.44	2.24
Sundaram Large and Mid Cap Fund	87.19	6,740	-0.95	1.04	3.92	7.93	2.82	15.48	20.06	14.62	12.27	1.80
Sundaram Liquid Fund	2,349.16	6,532	0.10	0.47	1.41	2.94	6.58	6.94	5.64	5.12	4.11	0.32
Sundaram Services Fund	35.85	4,426	-0.45	1.21	4.17	8.31	9.05	17.72	23.81	NA	19.63	1.86
Sundaram Small Cap Fund	264.45	3,341	-0.84	1.27	5.29	13.41	0.26	20.54	26.86	14.33	17.11	1.92