Sundaram Mid Cap Fund Regular Plan - Growth
Category: Equity: Mid Cap
Launch Date: 01-07-2002
Riskometer: Very High
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
1.75% As on (31-08-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
12,501.45 Cr As on (29-08-2025)
Nav Movement
RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
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 | 1.06 | 0.94 | 0.93 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.54 |
| Capital Goods | 13.65 |
| Healthcare | 11.81 |
| Automobile and Auto Components | 7.37 |
| Consumer Services | 5.41 |
| Fast Moving Consumer Goods | 5.19 |
| Information Technology | 5.05 |
| Chemicals | 4.87 |
| Consumer Durables | 4.59 |
| Realty | 3.59 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.95 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.16 |
| TREPS | 3.13 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.83 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.62 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.42 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.38 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.17 |
| J.K.CEMENT LIMITED EQ | 2.07 |
| Persistent Systems Ltd | 2.06 |