Sundaram Mid Cap Fund - Regular Plan

Equity

Mid Cap

Very High Risk

Rs 1,441.84

-0.15

NAV as on Dec 23, 2025

Benchmark

Expense Ratio

1.72%

Fund Category

Equity - Mid Cap

Fund Size

Rs 13,345 Crores

Exit Load

1.00%

Min. Investment

Rs 100

Nav Chart

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

23.65%

Launch Date

Jul 30, 2002

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

15.10 vs 14.21

Fund Vs Category Avg

Beta

0.90 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

1.20 vs 0.90

Fund Vs Category Avg

Portfolio Turnover Ratio

45.70 vs 63.70

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Cummins India Ltd.	4.15	Engineering	Equity
Mahindra & Mahindra Financial Services Ltd.	3.30	Finance	Equity
Coromandel International Ltd.	3.09	Fertilisers	Equity
GE Vernova T&D India Ltd.	2.50	Power	Equity
Fortis Healthcare Ltd.	2.47	Pharmaceuticals and health care	Equity
Federal Bank Ltd.	2.29	Banks	Equity
IDFC First Bank Ltd.	2.28	Banks	Equity
Coforge Ltd.	2.18	Information Technology	Equity
Kalyan Jewellers India Ltd.	2.14	Gems and Jewellery	Equity
Hindustan Petroleum Corporation Ltd.	2.11	Petroleum	Equity

View All

Dec 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	2.36	0.73	2.95	6.49	18.69	25.79	23.41	15.33	23.65
Category Average (%)	2.04	0.22	1.02	3.85	3.25	22.38	17.49	NA	19.15
Rank within Category	37	41	41	39	41	30	24	41	38

* Returns over 1 year are CAGR

Screen Funds Yourself to identify the best mutual funds and explore top mutual funds screens.

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	203.65	92,169	1.29	0.66	3.99	7.07	7.96	27.49	25.99	18.34	17.71	1.36
Kotak Midcap Fund	137.44	60,480	2.41	0.70	-1.05	3.45	2.92	22.72	23.18	17.97	15.01	1.38
Nippon India Growth Mid Cap Fund	4,238.25	42,042	2.05	0.06	0.78	3.22	4.51	26.45	25.25	18.21	22.15	1.53
Motilal Oswal Midcap Fund	100.48	38,003	1.25	-1.70	-3.41	-1.56	-9.02	27.27	28.48	17.48	21.53	1.54
Axis Midcap Fund	113.89	32,202	1.82	-0.19	-0.87	1.49	2.24	20.54	18.46	16.49	17.81	1.56
SBI Midcap Fund	234.57	23,360	1.55	0.32	1.52	0.64	-0.06	18.55	21.08	14.43	16.46	1.66
DSP Mid Cap Fund	150.30	19,855	1.78	0.61	0.70	4.12	3.28	21.55	16.56	14.99	15.23	1.67
Mirae Asset Midcap Fund	38.00	18,380	1.71	0.30	2.19	7.41	8.80	21.88	22.71	NA	23.17	1.65
Sundaram Mid Cap Fund	1,441.84	13,345	2.36	0.73	2.95	6.49	5.09	25.79	23.41	15.33	23.65	1.72
Edelweiss Mid Cap Fund	104.83	13,196	2.37	1.31	2.93	4.06	4.54	27.51	25.64	18.46	13.94	1.67

View All

Dec 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,255 (+5.09%)

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.

View More

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	1,441.84	13,345	5.09	23.41
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	165.83	7,655	5.49	13.61
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	88.33	7,047	3.82	17.94
Sundaram Flexicap Fund	Equity - Flexi Cap	15.33	2,149	7.48	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	36.10	1,754	5.55	9.87
Sundaram Value Fund	Equity - Value	227.84	1,484	7.06	15.80
Sundaram ELSS Tax Saver Fund	Equity - ELSS	529.36	1,411	8.03	17.11
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.55	996	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	29.86	20	3.92	7.74

View All

Dec 23, 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	1,441.84	13,345	2.36	0.73	2.95	6.49	5.09	25.79	23.41	15.33	23.65	1.72
Sundaram Aggressive Hybrid Fund	165.83	7,655	0.93	-0.02	2.30	3.66	5.49	13.32	13.61	12.59	11.43	2.24
Sundaram Large and Mid Cap Fund	88.33	7,047	1.76	0.23	2.21	5.86	3.82	17.79	17.94	14.62	12.26	1.81
Sundaram Liquid Fund	2,365.53	6,772	0.10	0.45	1.40	2.82	6.44	6.90	5.71	5.09	4.12	0.32
Sundaram Services Fund	36.15	4,769	1.56	0.10	2.10	3.52	10.50	19.32	20.74	NA	19.40	1.86
Sundaram Small Cap Fund	259.59	3,450	1.69	-0.89	-1.14	2.19	0.87	21.71	23.10	13.57	16.89	1.93