Sundaram Mid Cap Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 01-07-2002
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY Midcap 150 TRI
Total Assets: 12501.45 As on (29-08-2025)
Expense Ratio: 1.75% As on (31-08-2025)
Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 %, if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.
NAV as on 07-10-2025
1402.8646
1.4175
CAGR Since Inception
23.78%
NIFTY Midcap 150 TRI 17.52%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 2.64 | 22.94 | 26.53 | 15.09 | 23.78 |
| NIFTY MIDCAP 150 TRI | 2.32 | 22.74 | 28.01 | 18.24 | 17.52 |
| Equity: Mid Cap | 1.34 | 20.66 | 25.29 | 15.93 | 18.18 |
Funds Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
RETURNS CALCULATORS for Sundaram Mid Cap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Mid Cap Fund Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram MidCap Gr | 01-07-2002 | 2.64 | 23.87 | 22.94 | 26.53 | 15.09 |
| Invesco India MidCap Gr | 19-04-2007 | 10.43 | 29.61 | 26.84 | 27.58 | 18.17 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 7.44 | 24.26 | 24.25 | 0.0 | 0.0 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 6.67 | 23.56 | 22.1 | 27.65 | 18.02 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 5.05 | 21.98 | 25.08 | 29.03 | 17.86 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 4.11 | 26.84 | 23.84 | 28.98 | 17.83 |
| Union MidCap Reg Gr | 23-03-2020 | 3.98 | 19.89 | 18.28 | 25.07 | 0.0 |
| ICICI Pru MidCap Gr | 10-10-2004 | 3.98 | 24.22 | 21.22 | 25.99 | 15.44 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 3.75 | 21.71 | 0.0 | 0.0 | 0.0 |
| HSBC Midcap Fund Reg Growth | 09-08-2004 | 3.72 | 25.35 | 24.24 | 23.93 | 16.16 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Mid Cap Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 13.35 | 1.06 | 0.94 | 0.93 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |