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Aug 21, 2026


Category Equity
AUM (Cr.) 14,504.36
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.89
Sharpe Ratio 5.25
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 - (IDCW) 1.52 7.1 9.36 20.6 18.26 23.2
Benchmark - BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS 2.1 9.53 9.27 18.34 16.59 16.98
Category Rank 5/2 2/2 2/2 1/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HSBC Midcap Fund (IDCW) 89.5467 0.60 21.30 25.16 19.29 15,578.18 2.28 5,000.00 invest
HSBC Midcap Fund (G) 477.0153 0.60 21.30 25.16 19.28 15,578.18 2.28 5,000.00 invest
TRUSTMF Mid Cap Fund - Regular (G) 12.4600 0.48 0.00 0.00 0.00 429.31 3.69 1,000.00 invest
Samco Mid Cap Fund - Regular (G) 10.0400 0.40 0.00 0.00 0.00 78.01 3.27 5,000.00 invest
Aditya Birla SL Midcap Fund - (G) 868.4900 -0.11 9.95 17.48 15.37 6,722.78 2.02 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-M & M Fin. Serv. Jul 31, 2026 451.33 3.11 22.15
Equity-Cummins India Jul 31, 2026 398.47 2.75 -6.12
Net CA & Others-Net CA & Others Jul 31, 2026 395.98 2.73 0.00
Equity-Kalyan Jewellers Jul 31, 2026 395.18 2.72 57.20
Equity-Federal Bank Jul 31, 2026 393.38 2.71 8.73
Equity-Coromandel Inter Jul 31, 2026 359.80 2.48 4.69
Equity-BSE Jul 31, 2026 344.63 2.38 -5.68
Equity-IDFC First Bank Jul 31, 2026 324.15 2.23 6.53
Equity-GE Vernova T&D Jul 31, 2026 302.63 2.09 -25.80
Equity-Coforge Jul 31, 2026 293.43 2.02 17.42

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Mid Cap Fund - (IDCW)
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