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Feb 05, 2026


Category

Equity

AUM (Cr.)

13,292.89

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.72

Sharpe Ratio

5.42

Beta Ratio

0.00

Fund Manager

S Bharath

Inception Date

Jul 31, 2002

Risk Level

Very High

Investment 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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Mid Cap Fund - (G) -1.95 3.48 11.45 25.39 20.55 23.5
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -2.46 1.17 8.71 22.04 19.3 17.26
Category Rank 8/1 8/1 1/1 1/1 2/1 1/1
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Bandhan Midcap Fund (G) 16.9520 0.09 4.89 20.38 0.00 1,969.02 2.04 1,000.00 invest
Bandhan Midcap Fund (IDCW) 16.9530 0.09 4.89 20.38 0.00 1,969.02 2.04 1,000.00 invest
Quant Mid Cap Fund (IDCW) 69.5782 -0.01 -6.57 14.61 20.01 8,057.36 1.77 5,000.00 invest
Quant Mid Cap Fund (G) 195.7173 -0.01 -6.57 14.58 19.85 8,057.36 1.77 5,000.00 invest
Motilal Oswal Midcap Fund (IDCW) 45.5925 -1.05 -2.88 22.77 24.42 36,880.18 1.54 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Cummins India Dec 31, 2025 513.07 3.86 -7.44
Reverse Repo-TREPS Dec 31, 2025 493.83 3.72 18.02
Equity-M & M Fin. Serv. Dec 31, 2025 465.22 3.50 5.63
Equity-Coromandel Inter Dec 31, 2025 392.09 2.95 -4.92
Equity-GE Vernova T&D Dec 31, 2025 362.92 2.73 8.71
Equity-IDFC First Bank Dec 31, 2025 325.14 2.45 6.84
Equity-Federal Bank Dec 31, 2025 316.94 2.38 3.56
Equity-H P C L Dec 31, 2025 306.64 2.31 9.08
Equity-Kalyan Jewellers Dec 31, 2025 287.14 2.16 0.71
Equity-Marico Dec 31, 2025 275.01 2.07 4.73

latest news

Sundaram Mutual Fund hereby announces a change in Key Personnel. The details of the change are as under:

Notice is hereby given that Mr. Siddarth Mohta has been appointed as Associ...

Jan 22, 2026 11:35

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the followi...

Jan 22, 2026 10:32

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 23 January 2026 as the record date for t...

Jan 21, 2026 10:19

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 January 2026 as the record date for t...

Jan 14, 2026 10:57

Sundaram MF announces Income Distribution cum Capital Withdrawal (IDCW) under three schemes

Sundaram Mutual Fund has announced 19 December 2025 as the record date for ...

Dec 17, 2025 10:48

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 December 2025 as the record date for ...

Dec 15, 2025 17:41

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Mid Cap Fund - (G)
Contact Persone : S Bharath
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com