Reliabull Wealth Managers Pvt. Ltd.

Sundaram Mid Cap Fund-Reg(G)(Adjusted)

As on Jun-17-2025 change fund

1358.25

-6.58 (-0.48%)

fund objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2020-2021	2021-2022	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	572.98	696.21	713.68	1098.68	1234.96
Net Assets(Rs Crores) (as on 31-Mar-2025)	6152.10	7123.37	6981.35	10269.46	11332.71
Scheme Returns(%)(Absolute)	77.29	20.28	1.78	53.84	10.68
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	102/221	113/205	9/31	10/29	11/30

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	16.34	11.98	-3.60	-10.49
2023-2024	15.41	11.30	14.01	5.12
2022-2023	-9.34	17.51	0.41	-4.16
2021-2022	10.52	11.24	0.83	-1.98
2020-2021	17.60	12.45	18.91	11.26

Top 10 holdings

company	(%)
Cummins India Ltd.	3.42
Coromandel International Ltd.	3.21
The Federal Bank Ltd.	3.15
Kalyan Jewellers India Ltd.	2.73
Lupin Ltd.	2.22
Fortis Healthcare Ltd.	2.22
Persistent Systems Ltd.	2.21
GE Vernova T&D India Ltd.	2.14
Marico Ltd.	2.09
Hindustan Petroleum Corporatio...	2.05

Top 10 sectors

sectors	(%)
Pharmaceuticals & Drugs	5.60
IT - Software	5.15
Hospital & Healthcare Services	4.80
Consumer Food	4.61
Auto Ancillary	4.52
Bank - Private	4.27
Construction - Real Estate	3.74
Diesel Engines	3.42
Bank - Public	3.34
Fertilizers	3.21

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sundaram Mid Cap Fund-Reg(G)(Adjusted)	Mid-Growth	30-Jul-2002	12,344.49	7.27	30.36	29.61	15.44	23.96
Motilal Oswal Midcap Fund-Reg(G)	Large-Growth	24-Feb-2014	30,401.09	10.20	36.02	36.73	17.81	22.65
HDFC Mid-Cap Opportunities Fund(G)	Large-Growth	25-Jun-2007	79,717.67	6.44	32.75	33.16	17.98	17.81
Invesco India Midcap Fund(G)	Large-Growth	19-Apr-2007	6,641.11	14.91	32.73	30.63	17.79	17.04
Edelweiss Mid Cap Fund-Reg(G)	Large-Growth	26-Dec-2007	10,027.89	10.63	32.23	33.80	18.23	14.12
Nippon India Growth Fund(G)	Large-Growth	08-Oct-1995	36,836.07	6.21	31.26	33.44	18.14	22.44
Franklin India Prima Fund(G)	Large-Growth	01-Dec-1993	12,285.44	5.77	29.98	27.89	15.48	19.45
Mahindra Manulife Mid Cap Fund-Reg(G)	Large-Growth	30-Jan-2018	3,775.59	1.61	29.94	30.24	NA	17.42
ITI Mid Cap Fund-Reg(G)	Large-Growth	05-Mar-2021	1,200.64	-1.81	29.29	NA	NA	18.91
HSBC Midcap Fund-Reg(G)	Large-Growth	09-Aug-2004	11,469.74	3.71	28.65	27.25	16.42	19.08
ICICI Pru Midcap Fund(G)	Large-Growth	28-Oct-2004	6,420.71	3.59	28.18	31.35	15.96	17.85
Kotak Emerging Equity Fund(G)	Large-Growth	30-Mar-2007	53,463.94	5.89	27.57	31.03	18.10	15.24
LIC MF Midcap Fund(G)	Large-Growth	25-Jan-2017	334.51	2.98	27.02	26.43	NA	13.73
Tata Mid Cap Growth Fund-Reg(G)	Large-Growth	01-Jul-1994	4,701.47	-1.67	26.23	27.34	15.68	12.86
Quant Mid Cap Fund(G)	Large-Growth	26-Feb-2001	9,031.52	-11.86	25.62	32.18	16.79	13.49
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Large-Growth	02-May-2006	2,136.80	2.12	25.29	27.87	15.51	12.79
Union Midcap Fund-Reg(G)	Large-Growth	23-Mar-2020	1,440.27	4.12	25.12	29.89	NA	34.36
Mirae Asset Midcap Fund-Reg(G)	Large-Growth	29-Jul-2019	16,336.65	2.65	24.95	30.24	NA	23.95
Aditya Birla SL Midcap Fund(G)	Large-Growth	03-Oct-2002	5,922.32	4.32	24.41	28.52	14.14	21.16
Axis Midcap Fund-Reg(G)	Large-Growth	18-Feb-2011	30,501.51	3.86	24.34	25.00	16.17	18.36
Taurus Mid Cap Fund-Reg(G)	Large-Growth	05-Sep-1994	128.00	-3.21	24.15	24.24	15.00	8.43
DSP Midcap Fund-Reg(G)	Large-Growth	14-Nov-2006	18,712.25	2.36	23.89	22.67	15.47	15.45
UTI Mid Cap Fund-Reg(G)	Large-Growth	30-Jul-2005	11,642.99	2.79	23.80	27.29	14.74	16.00
SBI Magnum Midcap Fund-Reg(G)	Large-Growth	29-Mar-2005	22,406.12	0.99	23.42	30.10	15.16	16.87
PGIM India Midcap Fund-Reg(G)	Large-Growth	02-Dec-2013	11,051.86	4.37	19.78	29.65	15.77	17.49
WOC Mid Cap Fund-Reg(G)	Large-Growth	07-Sep-2022	3,190.59	11.76	NA	NA	NA	25.84
Canara Rob Mid Cap Fund-Reg(G)	Large-Growth	02-Dec-2022	2,961.93	5.87	NA	NA	NA	23.07
Bandhan Midcap Fund-Reg(G)	Large-Growth	18-Aug-2022	1,679.78	3.04	NA	NA	NA	20.94
JM Midcap Fund-Reg(G)	Large-Growth	21-Nov-2022	1,396.31	-1.67	NA	NA	NA	27.64
Helios Mid Cap Fund-Reg(G)	Large-Growth	13-Mar-2025	97.67	NA	NA	NA	NA	16.20

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