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Sep 11, 2026


Category Equity
AUM (Cr.) 14,863.43
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 1.89
Sharpe Ratio 6.34
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) -3.08 9.7 6.35 16.4 15.99 22.99
Benchmark - BSE Mid-Cap 11.72 0.55 12.43 -0.21 7.13 0
Category Average - BEST EQUITY PERFORMERS -1.28 13.06 7.32 15.01 14.69 16.5
Category Rank 3/2 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
Taurus Mid Cap Fund (IDCW) 114.2100 0.38 4.06 8.26 12.09 139.85 2.65 500.00 invest
Taurus Mid Cap Fund (G) 128.1300 0.38 4.06 8.26 12.09 139.85 2.65 500.00 invest
Motilal Oswal Midcap Fund (IDCW) 47.3336 0.32 -0.23 17.11 20.41 42,851.59 1.53 500.00 invest
Motilal Oswal Midcap Fund (G) 104.7438 0.32 -0.23 17.11 20.79 42,851.59 1.53 500.00 invest
ICICI Pru Mid Cap Fund (IDCW) 44.0900 -0.92 14.15 19.57 16.77 8,403.30 1.88 5,000.00 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. Aug 31, 2026 436.41 2.94 -3.31
Equity-Kalyan Jewellers Aug 31, 2026 387.70 2.61 -1.89
Equity-Cummins India Aug 31, 2026 368.58 2.48 -7.50
Equity-Federal Bank Aug 31, 2026 367.40 2.47 -6.60
Equity-Coforge Aug 31, 2026 333.53 2.24 13.67
Equity-Coromandel Inter Aug 31, 2026 330.70 2.22 -8.09
Equity-IDFC First Bank Aug 31, 2026 329.08 2.21 1.52
Equity-GE Vernova T&D Aug 31, 2026 311.16 2.09 2.82
Equity-Max Financial Aug 31, 2026 283.94 1.91 4.94
Equity-IndusInd Bank Aug 31, 2026 280.07 1.88 6.40

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