Sundaram Mid Cap Fund - Regular Plan

Equity

Mid Cap

Very High Risk

Rs 1,381.45

-0.61

NAV as on Mar 6, 2026

Benchmark

Expense Ratio

1.74%

Fund Category

Equity - Mid Cap

Fund Size

Rs 12,917 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

23.21%

Launch Date

Jul 30, 2002

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

15.00 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

40.90 vs 63.70

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Cummins India Ltd.	3.56	Engineering	Equity
Mahindra & Mahindra Financial Services Ltd.	3.35	Finance	Equity
GE Vernova T&D India Ltd.	2.98	Power	Equity
Coromandel International Ltd.	2.83	Fertilisers	Equity
IDFC First Bank Ltd.	2.46	Banks	Equity
Federal Bank Ltd.	2.36	Banks	Equity
Jindal Steel Ltd.	2.09	Iron and Steel	Equity
Hindustan Petroleum Corporation Ltd.	2.07	Petroleum	Equity
BSE Ltd.	2.05	Finance	Equity
Indian Bank	2.02	Banks	Equity

View All

Mar 6, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-2.93	-2.89	-3.66	0.16	17.07	23.47	18.45	16.04	23.21
Category Average (%)	-2.82	-2.65	-4.28	-1.93	12.52	18.99	13.40	NA	16.27
Rank within Category	100	93	72	55	40	26	31	41	26

* 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	194.67	92,187	-3.90	-3.94	-4.35	1.38	16.14	24.00	21.19	18.84	17.22	1.36
Kotak Midcap Fund	133.01	59,041	-2.83	-1.60	-2.15	-1.99	17.25	20.30	18.10	18.67	14.64	1.39
Nippon India Growth Mid Cap Fund	4,180.50	41,727	-3.06	-1.61	-1.08	1.73	18.11	24.93	21.27	19.34	21.94	1.54
Motilal Oswal Midcap Fund	86.59	34,432	-2.75	-7.46	-15.56	-16.81	-4.21	19.40	20.93	16.65	19.65	1.56
Axis Midcap Fund	111.02	30,895	-2.54	-0.99	-2.27	-1.61	13.96	18.87	15.03	17.40	17.36	1.58
SBI Midcap Fund	227.51	22,424	-3.03	-2.49	-2.73	0.50	7.32	15.54	16.04	15.12	16.12	1.67
DSP Mid Cap Fund	144.94	19,047	-3.23	-2.29	-3.18	-0.87	15.95	19.37	13.40	15.92	14.84	1.67
Mirae Asset Midcap Fund	35.79	17,659	-3.40	-3.31	-6.06	-1.37	18.21	19.45	16.92	NA	21.29	1.66
Edelweiss Mid Cap Fund	100.67	13,802	-2.17	-2.45	-3.23	0.55	17.71	24.70	20.34	19.20	13.53	1.67
Sundaram Mid Cap Fund	1,381.45	12,917	-2.93	-2.89	-3.66	0.16	17.07	23.47	18.45	16.04	23.21	1.74

View All

Mar 6, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,854 (+17.07%)

Fund Manager

S Bharath

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	1,381.45	12,917	17.07	18.45
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	157.70	7,934	7.59	10.61
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	84.53	6,735	13.26	13.45
Sundaram Multi Cap Fund	Equity - Multi Cap	366.15	2,798	9.57	15.13
Sundaram Flexicap Fund	Equity - Flexi Cap	14.35	2,051	9.42	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	34.65	1,705	6.70	8.44
Sundaram Business Cycle Fund	Equity - Sectoral/Thematic	9.90	1,680	1.72	NA
Sundaram Value Fund	Equity - Value	214.62	1,389	9.00	11.63
Sundaram ELSS Tax Saver Fund	Equity - ELSS	495.39	1,348	9.37	13.05
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	9.96	1,002	NA	NA

View All

Mar 6, 2026

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	1,381.45	12,917	-2.93	-2.89	-3.66	0.16	17.07	23.47	18.45	16.04	23.21	1.74
Sundaram Aggressive Hybrid Fund	157.70	7,934	-2.26	-3.71	-5.25	-1.35	7.59	12.03	10.61	12.77	11.13	2.24
Sundaram Large and Mid Cap Fund	84.53	6,735	-2.97	-2.98	-4.13	0.18	13.26	15.94	13.45	14.83	11.87	1.80
Sundaram Liquid Fund	2,392.64	6,706	0.08	0.43	1.39	2.83	6.15	6.85	5.83	5.06	4.14	0.35
Sundaram Services Fund	32.75	4,672	-3.58	-6.89	-9.30	-5.61	8.12	15.82	15.51	NA	17.26	1.87
Sundaram Small Cap Fund	242.23	3,285	-3.84	-5.09	-6.74	-5.33	11.25	17.51	17.87	14.82	16.34	1.94