Investt

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

Benchmark

NIFTY Midcap 150 TRI

Expense Ratio

1.74% As on (31-10-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

13,235.84 Cr As on (31-10-2025)

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 05-12-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth	2.82	23.05	23.88	15.49	23.72
NIFTY MIDCAP 150 TRI	3.56	22.29	24.63	18.43	17.5
Equity: Mid Cap	0.22	20.23	22.18	16.22	17.83

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RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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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	1.14	1.35	0.93	-	-
Equity: Mid Cap	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
Sundaram MidCap Gr	23.88
Invesco India MidCap Gr	25.11
HDFC Mid Cap Fund Gr	26.08
Mirae Asset MidCap Reg	22.86
ICICI Pru MidCap Gr	23.18
WhiteOak Capital Mid Cap Fund Reg Gr	0.0
Edelweiss MidCap Reg Gr	25.69
Canara Robeco Mid Cap Fund Reg Gr	0.0
Tata Mid Cap Fund Reg Plan Gr	21.34
Union MidCap Reg Gr	22.09

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	22.03
Capital Goods	14.01
Healthcare	10.4
Automobile and Auto Components	6.61
Fast Moving Consumer Goods	6.08
Consumer Services	4.92
Information Technology	4.82
Chemicals	4.34
Realty	3.78
Consumer Durables	3.72

Portfolio Holdings

Company	Holdings (%)
TREPS	5.67
CUMMINS INDIA LIMITED EQ FV RS.2	4.18
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-	2.84
FORTIS HEALTHCARE LIMITED. EQ	2.78
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-	2.75
GE T&D INDIA LIMITED EQ NEW RS. 2/-	2.71
IDFC FIRST BANK LIMITED EQ	2.35
INDIAN BANK EQ	2.23
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ	2.21
KALYAN JEWELLERS INDIA LIMITED EQ	2.14

Sundaram Mid Cap Fund Regular Plan - Growth