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Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.57

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,276 today.

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NAV Performance

Sundaram Mid Cap Fund performance graph for last 3 years
Performance of Sundaram Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 1,008.355

    as on 08 Dec 2023
  • Regular - Growth

  • 14 / 25

  • ₹ 100

  • ₹ 6,981 Cr.

    as on 31 May 2023
  • 1.84%

  • 19 Jul 2002

  • Equity - Mid Cap Fund

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds
  • Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 19 Jul 2002. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 1,008.355 as on 08 Dec 2023.

This fund has 21 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.84%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund 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.

List of Fund Managers of Sundaram Mid Cap Fund

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Ratish Varier

    Picture of Ratish VarierMr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 10.11% 10.39% 30.79% 37.20% 41.90% 35.06% 26.93% 22.72% 58.78% 37.09% 32.14% 32.65% 21.39%
Category Average 6.77% 5.93% 22.63% 28.03% 17.36% 26.05% 20.71% 19.42% 44.76% 27.95% 23.48% 25.13% 18.03%
Sundaram Mid Cap Fund 8.49%₹ 10,848 8.19%₹ 10,818 27.93%₹ 12,793 31.58%₹ 13,158 51.06%₹ 15,106 19.08%₹ 14,179 31.59%₹ 32,340 26.57%₹ 20,276 25.48%₹ 52,067 18.09%₹ 22,981 23.94%₹ 1,08,578 19.48%₹ 59,397 16.51%₹ 2,85,293
Kotak Emerging Equity Fund 4.95%₹ 10,494 4.63%₹ 10,462 19.95%₹ 11,994 24.68%₹ 12,468 36.97%₹ 14,284 15.80%₹ 13,409 24.92%₹ 30,504 26.29%₹ 20,141 22.04%₹ 49,666 22.21%₹ 27,295 25.31%₹ 1,12,189 22.72%₹ 77,645 19.56%₹ 3,36,451
SBI Magnum Mid Cap Fund 5.53%₹ 10,552 3.78%₹ 10,378 15.99%₹ 11,598 26.79%₹ 12,678 36.51%₹ 14,257 16.05%₹ 13,466 24.77%₹ 30,465 28.29%₹ 21,113 23.09%₹ 50,389 22.55%₹ 27,670 26.89%₹ 1,16,535 20.46%₹ 64,481 18.23%₹ 3,13,145
Nippon India Growth Fund 9.31%₹ 10,931 9.72%₹ 10,971 30.79%₹ 13,078 37.20%₹ 13,719 58.78%₹ 15,546 22.47%₹ 14,998 36.37%₹ 33,680 31.43%₹ 22,701 29.95%₹ 55,303 24.40%₹ 29,833 29.65%₹ 1,24,407 20.57%₹ 65,058 20.41%₹ 3,52,123
PGIM India Midcap Opportunities Fund 5.58%₹ 10,558 3.83%₹ 10,382 14.58%₹ 11,457 13.70%₹ 11,369 26.73%₹ 13,672 9.43%₹ 11,974 16.57%₹ 28,262 25.35%₹ 19,695 16.97%₹ 46,257 24.78%₹ 30,292 26.46%₹ 1,15,319 17.85%₹ 51,748 18.48%₹ 3,17,303
Motilal Oswal Midcap 30 Fund 7.85%₹ 10,784 7.41%₹ 10,741 22.82%₹ 12,282 31.71%₹ 13,171 50.34%₹ 15,064 24.23%₹ 15,431 34.30%₹ 33,096 35.06%₹ 24,637 32.14%₹ 56,934 24.58%₹ 30,039 30.43%₹ 1,26,734 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Mid Cap Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    95.33%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.65%

Top Sector Holdings of Sundaram Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 10.98% ₹ 828.83 Cr.
Auto ancillaries 7.65% ₹ 577.11 Cr.
Pharmaceuticals 4.50% ₹ 410.91 Cr.
Hospital 4.67% ₹ 352.52 Cr.
Consumer food 4.26% ₹ 321.91 Cr.
Others 67.94% -

Top Stock Holdings of Sundaram Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Federal Bank Ltd. 3.43% ₹ 258.65 Cr.
Navin Flourine International Ltd. 2.80% ₹ 211.23 Cr.
Tube Investments Of India Ltd. 2.80% ₹ 211.17 Cr.
Shriram Finance Ltd. 2.78% ₹ 209.53 Cr.
Cummins India Ltd. 2.74% ₹ 206.83 Cr.
Others 85.45% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.48%
Net Receivables 0.17%