Mutual Fund Research

Sundaram Mid Cap Fund(G)

As on Aug-05-2022 change fund
722.44  up2.02 (0.28%)

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.


Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)496.80470.02329.00575.07696.21
Net Assets(Rs Crores) (as on 31-Mar-2022) 6002.01 6157.68 4128.92 6152.10 7123.37
Scheme Returns(%)(Absolute)10.96-6.70-30.2777.0419.86
B'mark Returns(%)(Absolute)8.22-4.39-36.16106.5523.11
Category Rank127/353210/261184/234100/218111/204
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Schaeffler India Ltd.3.97 
Varun Beverages Ltd.2.93 
SRF Ltd.2.80 
Grindwell Norton Ltd.2.72 
The Federal Bank Ltd.2.71 
Page Industries Ltd.2.59 
Navin Fluorine International L...2.51 
Cholamandalam Investment and F...2.50 
Axis Bank Ltd.2.42 
Bank Of Baroda2.40 


Market Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

S. Bharath,Ratish Varier

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private9.86
Pharmaceuticals & Drugs5.55
IT - Software5.42
Finance - NBFC4.54
Consumer Food4.20
Auto Ancillary3.37
Hospital & Healthcare Services3.06

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

to go
  • 1M
  • 3M
  • 6M
  • 1Y
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  • 10Y
  • maximum
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(G)Mid-Growth 19-Jul-20026,444.488.5220.368.3917.2123.78
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20135,168.6410.3439.8518.03NA18.40
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-2001621.3113.7035.8519.1715.4412.45
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20057,471.6114.0430.7413.3120.6816.61
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20197,173.238.5829.27NANA28.32
Motilal Oswal Midcap 30 Fund-Reg(G)Mid-Growth 24-Feb-20142,575.1426.3528.4013.59NA20.38
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20071,863.526.0428.3414.8520.8111.73
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200720,619.128.9828.1714.9420.7613.93
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20056,189.615.1528.0512.8319.7415.60
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199512,449.528.7726.8514.1417.3522.00
Mahindra Manulife Mid Cap Unnati Yojana-Reg(G)Mid-Growth 30-Jan-2018965.294.2925.60NANA12.73
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,063.932.9925.3111.8018.8111.39
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201118,676.624.5925.1117.2020.2718.11
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,148.463.3224.9714.0519.2815.02
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200732,451.489.9124.5512.0619.1016.02
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199473.971.0524.0811.9318.017.34
Tata Mid Cap Growth Fund(G)Mid-Growth 01-Jul-19941,625.223.8223.5612.9018.7911.97
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,091.325.1922.9311.9318.4616.94
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,160.307.2121.738.7516.3121.29
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017172.97-0.4220.587.97NA9.78
L&T Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,021.611.9120.078.9018.4718.26
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,837.80-3.2319.9710.4817.8614.69
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19936,523.291.0218.699.8618.3718.98
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020484.788.45NANANA54.34
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021384.64-3.27NANANA8.12
HSBC Mid Cap Fund-Reg(G)Mid-Growth 24-Sep-20211,103.78NANANANA-7.91
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