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Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.01

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,319 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

  • ₹ 735.758

    as on 12 Aug 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 ₹ 735.758 as on 12 Aug 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 12.20% 17.80% 7.39% 26.92% 45.24% 39.33% 19.87% 20.84% 22.03% 34.35% 39.41% 27.90% 20.04%
Category Average 8.55% 13.70% 3.15% 9.82% 35.21% 25.08% 14.06% 18.00% 9.15% 22.45% 27.26% 19.05% 17.23%
Sundaram Mid Cap Fund 12.20%₹ 11,219 17.80%₹ 11,780 6.07%₹ 10,606 10.59%₹ 11,059 13.38%₹ 12,849 33.48%₹ 17,815 22.65%₹ 29,880 20.01%₹ 17,319 24.47%₹ 51,346 9.73%₹ 15,915 15.33%₹ 88,047 17.21%₹ 49,007 15.32%₹ 2,67,637
Kotak Emerging Equity Fund 10.46%₹ 11,045 14.45%₹ 11,445 6.59%₹ 10,658 12.49%₹ 11,248 13.52%₹ 12,858 39.07%₹ 19,341 25.85%₹ 30,750 27.52%₹ 20,791 30.25%₹ 55,512 16.12%₹ 21,128 21.66%₹ 1,02,763 20.77%₹ 66,134 20.04%₹ 3,45,225
PGIM India Midcap Opportunities Fund 9.71%₹ 10,971 17.16%₹ 11,716 2.41%₹ 10,241 11.57%₹ 11,156 11.21%₹ 12,713 45.24%₹ 21,093 29.68%₹ 31,799 39.33%₹ 27,148 39.41%₹ 62,575 19.48%₹ 24,376 27.90%₹ 1,19,363 - -
Edelweiss Mid Cap Fund 10.02%₹ 11,002 16.17%₹ 11,616 4.53%₹ 10,453 9.39%₹ 10,938 11.08%₹ 12,705 38.01%₹ 19,047 24.78%₹ 30,459 27.81%₹ 20,933 30.26%₹ 55,519 16.26%₹ 21,254 21.17%₹ 1,01,549 - -
Axis Mid Cap Fund 9.92%₹ 10,991 14.88%₹ 11,487 3.10%₹ 10,310 7.17%₹ 10,716 6.43%₹ 12,412 30.18%₹ 16,946 18.85%₹ 28,864 24.55%₹ 19,366 23.78%₹ 50,865 18.47%₹ 23,356 20.10%₹ 98,936 20.28%₹ 63,525 18.77%₹ 3,22,361
Nippon India Growth Fund 9.18%₹ 10,917 14.91%₹ 11,490 4.33%₹ 10,433 11.57%₹ 11,156 11.21%₹ 12,714 37.15%₹ 18,811 25.49%₹ 30,651 26.11%₹ 20,105 29.79%₹ 55,176 15.60%₹ 20,663 21.14%₹ 1,01,475 17.42%₹ 49,910 17.58%₹ 3,02,276

Portfolio Holdings

Portfolio holdings pattern of Sundaram Mid Cap Fund as on 14 Aug 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%