Reliabull Wealth Managers Pvt. Ltd.

Sundaram Mid Cap Fund-Reg(G)

As on May-09-2025 change fund

1253.03

-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 year	2020-2021	2021-2022	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	575.07	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)	77.04	19.86	1.78	53.84	10.68
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	100/218	111/204	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	10.28	11.20	0.72	-1.98
2020-2021	17.52	12.43	18.85	11.31

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 Bank	1.98

Top 10 sectors

sectors	(%)
Pharmaceuticals & Drugs	5.90
IT - Software	5.10
Hospital & Healthcare Services	4.96
Consumer Food	4.84
Bank - Private	4.41
Auto Ancillary	4.32
Construction - Real Estate	3.73
Fertilizers	3.31
Bank - Public	3.27
Diesel Engines	3.15

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)	Mid-Growth	19-Jul-2002	11,690.15	10.72	24.22	29.45	14.60	23.57
Motilal Oswal Midcap Fund-Reg(G)	Large-Growth	24-Feb-2014	27,780.18	18.09	29.52	37.63	17.75	22.26
HDFC Mid-Cap Opportunities Fund(G)	Large-Growth	25-Jun-2007	74,909.76	10.33	26.66	33.32	17.24	17.39
Edelweiss Mid Cap Fund-Reg(G)	Large-Growth	26-Dec-2007	9,241.96	17.25	25.30	32.85	17.46	13.60
Invesco India Midcap Fund(G)	Large-Growth	19-Apr-2007	6,046.97	17.03	25.28	29.86	16.74	16.38
Nippon India Growth Fund(G)	Large-Growth	08-Oct-1995	34,690.03	10.73	25.21	33.44	17.05	22.18
Franklin India Prima Fund(G)	Large-Growth	01-Dec-1993	11,761.50	13.25	24.25	28.37	14.83	19.26
Mahindra Manulife Mid Cap Fund-Reg(G)	Large-Growth	30-Jan-2018	3,552.52	6.79	23.67	30.10	NA	16.65
ITI Mid Cap Fund-Reg(G)	Large-Growth	05-Mar-2021	1,120.80	3.20	23.43	NA	NA	16.91
HSBC Midcap Fund-Reg(G)	Large-Growth	09-Aug-2004	10,724.08	6.67	22.17	26.27	15.40	18.61
ICICI Pru Midcap Fund(G)	Large-Growth	28-Oct-2004	5,932.46	6.46	21.22	30.92	14.61	17.27
Tata Mid Cap Growth Fund-Reg(G)	Large-Growth	01-Jul-1994	4,505.38	3.93	20.67	27.62	14.93	12.63
Kotak Emerging Equity Fund(G)	Large-Growth	30-Mar-2007	49,645.85	11.26	20.55	30.63	17.09	14.71
LIC MF Midcap Fund(G)	Large-Growth	25-Jan-2017	306.30	8.41	20.21	26.40	NA	12.54
Quant Mid Cap Fund(G)	Large-Growth	26-Feb-2001	8,775.83	-6.31	20.21	32.52	16.30	13.32
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Large-Growth	02-May-2006	2,036.71	6.54	19.51	27.95	14.95	12.43
Aditya Birla SL Midcap Fund(G)	Large-Growth	03-Oct-2002	5,645.72	8.82	18.64	28.65	13.44	20.82
SBI Magnum Midcap Fund-Reg(G)	Large-Growth	29-Mar-2005	21,512.11	8.40	18.54	31.51	14.74	16.66
Union Midcap Fund-Reg(G)	Large-Growth	23-Mar-2020	1,346.58	7.74	18.53	29.70	NA	32.63
Axis Midcap Fund-Reg(G)	Large-Growth	18-Feb-2011	28,809.45	9.38	18.38	24.14	15.37	17.79
Mirae Asset Midcap Fund-Reg(G)	Large-Growth	29-Jul-2019	15,414.99	2.73	17.94	29.79	NA	22.24
DSP Midcap Fund-Reg(G)	Large-Growth	14-Nov-2006	17,203.59	8.22	17.58	22.46	14.61	15.03
UTI Mid Cap Fund-Reg(G)	Large-Growth	30-Jul-2005	10,922.68	5.79	17.11	26.96	13.67	15.51
Taurus Mid Cap Fund-Reg(G)	Large-Growth	05-Sep-1994	119.67	-2.50	17.00	23.47	14.30	8.13
PGIM India Midcap Opp Fund-Reg(G)	Large-Growth	02-Dec-2013	10,601.94	8.45	14.48	30.02	14.71	16.78
WOC Mid Cap Fund-Reg(G)	Large-Growth	07-Sep-2022	2,916.28	13.20	NA	NA	NA	22.43
Canara Rob Mid Cap Fund-Reg(G)	Large-Growth	02-Dec-2022	2,717.74	8.00	NA	NA	NA	18.50
Bandhan Midcap Fund-Reg(G)	Large-Growth	18-Aug-2022	1,557.70	6.23	NA	NA	NA	17.49
JM Midcap Fund-Reg(G)	Large-Growth	21-Nov-2022	1,317.42	3.26	NA	NA	NA	25.01
Helios Mid Cap Fund-Reg(G)	Large-Growth	13-Mar-2025	74.49	NA	NA	NA	NA	5.70

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