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Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.32

as on 09 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,997 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

  • ₹ 765.738

    as on 09 Dec 2022
  • Regular - Growth

  • 17 / 25

  • ₹ 100

  • ₹ 6,755 Cr.

    as on 31 Dec 2021
  • 1.93%

  • 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 ₹ 765.738 as on 09 Dec 2022.

This fund has 20 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.93%. 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 Varier

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 3.27% 4.63% 25.84% 26.13% 41.90% 36.95% 20.26% 19.10% 26.42% 29.45% 37.90% 29.06% 19.48%
Category Average 0.50% -0.48% 14.76% 5.61% 25.45% 23.98% 12.28% 16.82% 13.03% 14.86% 24.54% 19.31% 16.90%
Sundaram Mid Cap Fund 1.08%₹ 10,107 -0.77%₹ 9,923 18.43%₹ 11,842 7.49%₹ 10,749 16.30%₹ 13,033 23.85%₹ 15,340 15.54%₹ 27,989 19.32%₹ 16,997 22.73%₹ 50,140 7.94%₹ 14,655 15.90%₹ 89,297 16.16%₹ 44,799 14.97%₹ 2,62,733
Kotak Emerging Equity Fund 0.45%₹ 10,044 -0.66%₹ 9,934 15.98%₹ 11,597 6.95%₹ 10,694 14.35%₹ 12,912 26.67%₹ 16,045 16.34%₹ 28,200 25.09%₹ 19,587 26.61%₹ 52,873 13.96%₹ 19,236 21.37%₹ 1,02,046 19.10%₹ 57,521 19.48%₹ 3,34,873
PGIM India Midcap Opportunities Fund 0.87%₹ 10,086 -1.73%₹ 9,826 14.66%₹ 11,465 4.13%₹ 10,413 11.27%₹ 12,719 31.59%₹ 17,316 17.34%₹ 28,465 36.95%₹ 25,705 32.48%₹ 57,196 17.65%₹ 22,560 27.05%₹ 1,16,980 - -
Edelweiss Mid Cap Fund -0.47%₹ 9,952 -0.64%₹ 9,935 16.61%₹ 11,660 5.79%₹ 10,579 13.93%₹ 12,886 27.17%₹ 16,172 15.82%₹ 28,064 27.00%₹ 20,498 26.84%₹ 53,037 13.19%₹ 18,592 21.11%₹ 1,01,417 - -
Axis Mid Cap Fund -0.62%₹ 9,937 -2.65%₹ 9,735 11.39%₹ 11,138 -2.63%₹ 9,736 4.89%₹ 12,315 18.99%₹ 14,159 8.92%₹ 26,263 20.38%₹ 17,455 18.33%₹ 47,156 15.46%₹ 20,533 18.00%₹ 94,010 17.72%₹ 51,204 17.58%₹ 3,02,238
Nippon India Growth Fund 2.27%₹ 10,227 1.36%₹ 10,135 16.85%₹ 11,684 8.42%₹ 10,842 17.46%₹ 13,105 28.03%₹ 16,392 18.44%₹ 28,759 26.08%₹ 20,052 27.83%₹ 53,757 14.09%₹ 19,345 21.75%₹ 1,02,988 16.14%₹ 44,723 17.65%₹ 3,03,379

Portfolio Holdings

Portfolio holdings pattern of Sundaram Mid Cap Fund as on 10 Dec 2022 are listed below:

  • Equity Holdings:

    98.37%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.04%

Top Sector Holdings of Sundaram Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 8.40% ₹ 618.48 Cr.
NBFC 7.28% ₹ 534.43 Cr.
Computers - Software 6.53% ₹ 479.42 Cr.
Pharmaceuticals 6.39% ₹ 469.97 Cr.
Chemicals - Speciality 3.98% ₹ 292.80 Cr.
Others 67.42% -

Top Stock Holdings of Sundaram Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Mindtree Ltd. 3.90% ₹ 286.47 Cr.
Grindwell Norton Ltd. 3.03% ₹ 222.71 Cr.
Schaeffler India Ltd. 2.93% ₹ 215.31 Cr.
Apollo Hospitals Enterprises Ltd. 2.86% ₹ 210.56 Cr.
Max Financial Services Ltd. 2.75% ₹ 201.83 Cr.
Others 84.53% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.93%
Net Receivables 0.61%
Reverse Repo 0.50%