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Apr 08, 2026


Category Equity
AUM (Cr.) 13,235.50
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.73
Sharpe Ratio 2.13
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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S&P BSE Mid-Cap Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Mid Cap Fund - (G) -1.63 -2.4 14.26 23.75 18.29 23.08
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -0.95 -4.03 12.83 20.63 16.66 15.16
Category Rank 3/2 4/2 1/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Midcap Fund (G) 89.6494 4.97 2.62 22.10 22.11 33,689.20 1.57 500.00 invest
Motilal Oswal Midcap Fund (IDCW) 40.5124 4.97 2.62 22.10 21.73 33,689.20 1.57 500.00 invest
Invesco India Midcap Fund (G) 171.0200 4.97 16.95 25.68 19.63 10,771.90 1.71 100.00 invest
Invesco India Midcap Fund (IDCW) 53.3000 4.96 16.68 25.56 19.56 10,771.90 1.71 100.00 invest
TRUSTMF Mid Cap Fund - Regular (G) 10.2600 2.81 0.00 0.00 0.00 0.00 0.00 1,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Mid Cap Fund - (G) -1.63 -2.4 14.26 23.75 18.29 23.08
Benchmark - S&P BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -0.95 -4.03 12.83 20.63 16.66 15.16
Category Rank 3/2 4/2 1/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Midcap Fund (G) 89.6494 4.97 2.62 22.10 22.11 33,689.20 1.57 500.00 invest
Motilal Oswal Midcap Fund (IDCW) 40.5124 4.97 2.62 22.10 21.73 33,689.20 1.57 500.00 invest
Invesco India Midcap Fund (G) 171.0200 4.97 16.95 25.68 19.63 10,771.90 1.71 100.00 invest
Invesco India Midcap Fund (IDCW) 53.3000 4.96 16.68 25.56 19.56 10,771.90 1.71 100.00 invest
TRUSTMF Mid Cap Fund - Regular (G) 10.2600 2.81 0.00 0.00 0.00 0.00 0.00 1,000.00 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 Jan 31, 2026 460.32 3.56 -10.28
Equity-M & M Fin. Serv. Jan 31, 2026 432.31 3.35 -7.07
Reverse Repo-TREPS Jan 31, 2026 397.76 3.08 -19.46
Equity-GE Vernova T&D Jan 31, 2026 384.84 2.98 6.04
Equity-Coromandel Inter Jan 31, 2026 365.61 2.83 -6.75
Equity-IDFC First Bank Jan 31, 2026 317.43 2.46 -2.37
Equity-Federal Bank Jan 31, 2026 304.51 2.36 -3.92
Equity-Jindal Steel Jan 31, 2026 269.44 2.09 7.42
Equity-H P C L Jan 31, 2026 267.48 2.07 -12.77
Equity-BSE Jan 31, 2026 264.36 2.05 6.26

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