Mutual Fund Research

Sundaram Mid Cap Fund-Reg(G)

As on May-09-2025 change fund
1253.03  up-2.33 (-0.19%)

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 year2020-20212021-20222022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)575.07696.21713.681098.681234.96
Net Assets(Rs Crores) (as on 31-Mar-2025) 6152.10 7123.37 6981.35 10269.46 11332.71
Scheme Returns(%)(Absolute)77.0419.861.7853.8410.68
B'mark Returns(%)(Absolute)NANANANANA
Category Rank100/218111/2049/3110/2911/30
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202516.3411.98-3.60-10.49
2023-202415.4111.3014.015.12
2022-2023-9.3417.510.41-4.16
2021-202210.2811.200.72-1.98
2020-202117.5212.4318.8511.31
Top 10 holdings
company (%)
Coromandel International Ltd.3.31 
The Federal Bank Ltd.3.24 
Cummins India Ltd.3.15 
Kalyan Jewellers India Ltd.2.66 
Lupin Ltd.2.42 
Fortis Healthcare Ltd.2.27 
Persistent Systems Ltd.2.21 
Marico Ltd.2.19 
Mahindra & Mahindra Financial...2.03 
Indian Bank1.98 

Category

Mid Cap Fund

Launch Date

19-Jul-02

Scheme Benchmark

NA

AUM ( in Cr.)

11,690.15

portfolio price to book value

8.55

investing style?

Mid Growth

fund manager?

S. Bharath,Ratish Varier

inception date (regular plan)

19-Jul-02

expense ratio (regular plan) %

1.74

Top 10 sectors
sectors (%)
Pharmaceuticals & Drugs5.90
IT - Software5.10
Hospital & Healthcare Services4.96
Consumer Food4.84
Bank - Private4.41
Auto Ancillary4.32
Construction - Real Estate3.73
Fertilizers3.31
Bank - Public3.27
Diesel Engines3.15

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

to go
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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)Mid-Growth 19-Jul-200211,690.1510.7224.2229.4514.6023.57
Motilal Oswal Midcap Fund-Reg(G)Large-Growth 24-Feb-201427,780.1818.0929.5237.6317.7522.26
HDFC Mid-Cap Opportunities Fund(G)Large-Growth 25-Jun-200774,909.7610.3326.6633.3217.2417.39
Edelweiss Mid Cap Fund-Reg(G)Large-Growth 26-Dec-20079,241.9617.2525.3032.8517.4613.60
Invesco India Midcap Fund(G)Large-Growth 19-Apr-20076,046.9717.0325.2829.8616.7416.38
Nippon India Growth Fund(G)Large-Growth 08-Oct-199534,690.0310.7325.2133.4417.0522.18
Franklin India Prima Fund(G)Large-Growth 01-Dec-199311,761.5013.2524.2528.3714.8319.26
Mahindra Manulife Mid Cap Fund-Reg(G)Large-Growth 30-Jan-20183,552.526.7923.6730.10NA16.65
ITI Mid Cap Fund-Reg(G)Large-Growth 05-Mar-20211,120.803.2023.43NANA16.91
HSBC Midcap Fund-Reg(G)Large-Growth 09-Aug-200410,724.086.6722.1726.2715.4018.61
ICICI Pru Midcap Fund(G)Large-Growth 28-Oct-20045,932.466.4621.2230.9214.6117.27
Tata Mid Cap Growth Fund-Reg(G)Large-Growth 01-Jul-19944,505.383.9320.6727.6214.9312.63
Kotak Emerging Equity Fund(G)Large-Growth 30-Mar-200749,645.8511.2620.5530.6317.0914.71
LIC MF Midcap Fund(G)Large-Growth 25-Jan-2017306.308.4120.2126.40NA12.54
Quant Mid Cap Fund(G)Large-Growth 26-Feb-20018,775.83-6.3120.2132.5216.3013.32
Baroda BNP Paribas Mid Cap Fund-Reg(G)Large-Growth 02-May-20062,036.716.5419.5127.9514.9512.43
Aditya Birla SL Midcap Fund(G)Large-Growth 03-Oct-20025,645.728.8218.6428.6513.4420.82
SBI Magnum Midcap Fund-Reg(G)Large-Growth 29-Mar-200521,512.118.4018.5431.5114.7416.66
Union Midcap Fund-Reg(G)Large-Growth 23-Mar-20201,346.587.7418.5329.70NA32.63
Axis Midcap Fund-Reg(G)Large-Growth 18-Feb-201128,809.459.3818.3824.1415.3717.79
Mirae Asset Midcap Fund-Reg(G)Large-Growth 29-Jul-201915,414.992.7317.9429.79NA22.24
DSP Midcap Fund-Reg(G)Large-Growth 14-Nov-200617,203.598.2217.5822.4614.6115.03
UTI Mid Cap Fund-Reg(G)Large-Growth 30-Jul-200510,922.685.7917.1126.9613.6715.51
Taurus Mid Cap Fund-Reg(G)Large-Growth 05-Sep-1994119.67-2.5017.0023.4714.308.13
PGIM India Midcap Opp Fund-Reg(G)Large-Growth 02-Dec-201310,601.948.4514.4830.0214.7116.78
WOC Mid Cap Fund-Reg(G)Large-Growth 07-Sep-20222,916.2813.20NANANA22.43
Canara Rob Mid Cap Fund-Reg(G)Large-Growth 02-Dec-20222,717.748.00NANANA18.50
Bandhan Midcap Fund-Reg(G)Large-Growth 18-Aug-20221,557.706.23NANANA17.49
JM Midcap Fund-Reg(G)Large-Growth 21-Nov-20221,317.423.26NANANA25.01
Helios Mid Cap Fund-Reg(G)Large-Growth 13-Mar-202574.49NANANANA5.70
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