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Jul 20, 2026


Category Equity
AUM (Cr.) 14,026.07
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.89
Sharpe Ratio 3.16
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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BSE Mid-Cap Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Mid Cap Fund - (G) 1.09 8.75 7.61 20.63 18.23 23.26
Benchmark - BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 1.13 10.45 6.37 18.39 16.23 17.03
Category Rank 8/1 2/1 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
Taurus Mid Cap Fund (IDCW) 111.0100 2.49 -0.57 11.77 12.25 125.17 2.65 500.00 invest
Taurus Mid Cap Fund (G) 124.5300 2.48 -0.57 11.77 12.26 125.17 2.65 500.00 invest
JM Midcap Fund - Regular (G) 20.9046 0.69 7.46 20.72 0.00 1,274.52 2.40 1,000.00 invest
JM Midcap Fund - Regular (IDCW) 20.9046 0.69 7.46 20.72 0.00 1,274.52 2.40 1,000.00 invest
Motilal Oswal Midcap Fund (IDCW) 44.7461 -0.08 -3.75 18.99 21.67 37,473.87 1.53 500.00 invest

Asset Allocation

Asset Legend Asset 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 Jun 30, 2026 424.46 3.03 -3.77
Equity-GE Vernova T&D Jun 30, 2026 407.88 2.91 -11.98
Equity-M & M Fin. Serv. Jun 30, 2026 369.49 2.63 5.82
Reverse Repo-TREPS Jun 30, 2026 366.92 2.62 4.47
Equity-BSE Jun 30, 2026 365.36 2.60 -6.77
Equity-Federal Bank Jun 30, 2026 361.81 2.58 20.40
Equity-Coromandel Inter Jun 30, 2026 343.69 2.45 19.36
Equity-Suzlon Energy Jun 30, 2026 340.00 2.42 18.60
Equity-IDFC First Bank Jun 30, 2026 304.28 2.17 11.46
Equity-Max Financial Jun 30, 2026 285.91 2.04 -5.38

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Mid Cap Fund - (G)
Contact Person
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