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Fund Overview

Fund Size

Fund Size

₹11,333 Cr

Expense Ratio

Expense Ratio

1.79%

ISIN

ISIN

INF903J01173

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

30 Jul 2002

About this fund

Sundaram Mid Cap Fund Regular Growth is a Mid-Cap mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 22 years, 8 months and 20 days, having been launched on 30-Jul-02.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹1249.47, Assets Under Management (AUM) of 11332.71 Crores, and an expense ratio of 1.79%.
  • Sundaram Mid Cap Fund Regular Growth has given a CAGR return of 23.68% since inception.
  • The fund's asset allocation comprises around 93.53% in equities, 0.00% in debts, and 6.46% in cash & cash equivalents.
  • You can start investing in Sundaram Mid Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+11.86%

+7.36% (Cat Avg.)

3 Years

+20.59%

+17.86% (Cat Avg.)

5 Years

+28.52%

+29.08% (Cat Avg.)

10 Years

+13.90%

+14.93% (Cat Avg.)

Since Inception

+23.68%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity10,599.06 Cr93.53%
Others733.66 Cr6.47%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Sundaram Liquid Dir GrMutual Fund - Open End453.89 Cr4.01%
Cummins India LtdEquity387.62 Cr3.42%
The Federal Bank LtdEquity370.95 Cr3.27%
Coromandel International LtdEquity346.31 Cr3.06%
Kalyan Jewellers India LtdEquity281.14 Cr2.48%
Lupin LtdEquity273.84 Cr2.42%
Fortis Healthcare LtdEquity270.91 Cr2.39%
TrepsCash - Repurchase Agreement268.77 Cr2.37%
Persistent Systems LtdEquity267.36 Cr2.36%
Mahindra & Mahindra Financial Services LtdEquity243.72 Cr2.15%
Marico LtdEquity234.57 Cr2.07%
Indian BankEquity231.88 Cr2.05%
Hindustan Petroleum Corp LtdEquity216.24 Cr1.91%
PB Fintech LtdEquity191.44 Cr1.69%
United Breweries LtdEquity191.2 Cr1.69%
JK Cement LtdEquity189.8 Cr1.67%
GE Vernova T&D India LtdEquity186.98 Cr1.65%
Alkem Laboratories LtdEquity183.71 Cr1.62%
Jindal Steel & Power LtdEquity182.98 Cr1.61%
Jubilant Foodworks LtdEquity178.07 Cr1.57%
Apollo Tyres LtdEquity177.44 Cr1.57%
Max Healthcare Institute Ltd Ordinary SharesEquity170.42 Cr1.50%
Bharat Electronics LtdEquity169.74 Cr1.50%
Indus Towers Ltd Ordinary SharesEquity169.47 Cr1.50%
Trent LtdEquity165.82 Cr1.46%
Coforge LtdEquity165.47 Cr1.46%
Union Bank of IndiaEquity157.12 Cr1.39%
Oberoi Realty LtdEquity155.42 Cr1.37%
Info Edge (India) LtdEquity154.36 Cr1.36%
Mphasis LtdEquity154.12 Cr1.36%
Phoenix Mills LtdEquity154.06 Cr1.36%
BSE LtdEquity153.42 Cr1.35%
Chalet Hotels LtdEquity152.69 Cr1.35%
Torrent Power LtdEquity148.64 Cr1.31%
Delhivery LtdEquity138.47 Cr1.22%
ACC LtdEquity137.94 Cr1.22%
TVS Holdings LtdEquity135.69 Cr1.20%
Dr. Lal PathLabs LtdEquity126.37 Cr1.12%
Polycab India LtdEquity122.65 Cr1.08%
ZF Commercial Vehicle Control Systems India LtdEquity121.41 Cr1.07%
Bharat Forge LtdEquity118.14 Cr1.04%
Grindwell Norton LtdEquity117.83 Cr1.04%
AU Small Finance Bank LtdEquity117.6 Cr1.04%
Deepak Nitrite LtdEquity117.54 Cr1.04%
Astral LtdEquity114.49 Cr1.01%
LIC Housing Finance LtdEquity113.14 Cr1.00%
TVS Motor Co LtdEquity112.7 Cr0.99%
Shriram Finance LtdEquity112.62 Cr0.99%
ICICI Prudential Life Insurance Co LtdEquity110.07 Cr0.97%
Computer Age Management Services Ltd Ordinary SharesEquity107.39 Cr0.95%
Supreme Industries LtdEquity105.92 Cr0.93%
Crompton Greaves Consumer Electricals LtdEquity104.85 Cr0.93%
Mankind Pharma LtdEquity102.54 Cr0.90%
Schaeffler India LtdEquity99.49 Cr0.88%
Prestige Estates Projects LtdEquity99.41 Cr0.88%
Zydus Lifesciences LtdEquity99.22 Cr0.88%
PI Industries LtdEquity98.21 Cr0.87%
UNO Minda LtdEquity97.57 Cr0.86%
Bharat Heavy Electricals LtdEquity96.61 Cr0.85%
APL Apollo Tubes LtdEquity96.31 Cr0.85%
Devyani International LtdEquity95.55 Cr0.84%
Amber Enterprises India Ltd Ordinary SharesEquity90.86 Cr0.80%
Max Financial Services LtdEquity89.78 Cr0.79%
Bharti Hexacom LtdEquity81.16 Cr0.72%
Sona BLW Precision Forgings LtdEquity73.21 Cr0.65%
Gujarat State Petronet LtdEquity69.84 Cr0.62%
Power Finance Corp LtdEquity65.76 Cr0.58%
Tube Investments of India Ltd Ordinary SharesEquity64.95 Cr0.57%
Voltas LtdEquity63.63 Cr0.56%
Tata Elxsi LtdEquity54.81 Cr0.48%
Ola Electric Mobility LtdEquity54.11 Cr0.48%
Indian Hotels Co LtdEquity47.62 Cr0.42%
Emami LtdEquity39.98 Cr0.35%
Dixon Technologies (India) LtdEquity31.31 Cr0.28%
Suzlon Energy LtdEquity30.56 Cr0.27%
Kajaria Ceramics LtdEquity16.38 Cr0.14%
Navin Fluorine International LtdEquity15.18 Cr0.13%
Gujarat Gas LtdEquity13.25 Cr0.12%
Cash And Other Net Current AssetsCash11 Cr0.10%

Allocation By Market Cap (Equity)

Large Cap Stocks

14.74%

Mid Cap Stocks

65.47%

Small Cap Stocks

13.32%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Consumer Cyclical2,170.01 Cr19.15%
Financial Services1,957.51 Cr17.27%
Industrials1,552.19 Cr13.70%
Healthcare1,227.01 Cr10.83%
Basic Materials1,184.26 Cr10.45%
Technology780.45 Cr6.89%
Consumer Defensive465.75 Cr4.11%
Real Estate408.9 Cr3.61%
Communication Services404.99 Cr3.57%
Utilities231.73 Cr2.04%
Energy216.24 Cr1.91%

Risk & Performance Ratios

Standard Deviation

This fund

16.90%

Cat. avg.

16.94%

Lower the better

Sharpe Ratio

This fund

0.85

Cat. avg.

0.72

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.18

Higher the better

Fund Managers

SB

S. Bharath

Since February 2021

RV

Ratish Varier

Since February 2021

Additional Scheme Detailsas of 31st March 2025

ISIN
INF903J01173
Expense Ratio
1.79%
Exit Load
1.00%
Fund Size
₹11,333 Cr
Age
22 years 8 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Mid-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Kotak Nifty Midcap 150 ETF

Very High Risk

0.1%-₹0.82 Cr-
Helios Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹57.09 Cr-
Helios Mid Cap Fund Regular Growth

Very High Risk

2.4%1.0%₹57.09 Cr-
ICICI Prudential Nifty Midcap 150 ETF

Very High Risk

0.1%-₹412.20 Cr6.8%
ICICI Prudential Midcap Select ETF

Very High Risk

0.1%-₹76.76 Cr6.8%
Zerodha Nifty Midcap 150 ETF

Very High Risk

0.2%-₹53.36 Cr-
LIC MF Nifty Midcap 100 ETF

Very High Risk

0.2%-₹640.82 Cr7.1%
HDFC NIFTY Midcap 150 ETF

Very High Risk

0.2%-₹75.63 Cr6.7%
UTI Nifty Midcap 150 ETF

Very High Risk

0.2%-₹8.87 Cr6.8%
Invesco India Mid Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹5779.32 Cr18.4%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹62,799 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2484.29 Cr13.5%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.7%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr8.2%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr0.1%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr1.0%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.6%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.3%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹32.63 Cr0.5%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2615.39 Cr10.2%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹862.57 Cr5.4%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5618.99 Cr10.6%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5477.41 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹342.03 Cr8.5%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹976.11 Cr11.3%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr6.5%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹98.89 Cr4.9%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹201.91 Cr9.9%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹1723.33 Cr7.9%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr9.0%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1490.89 Cr10.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3297.44 Cr7.3%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3745.64 Cr16.6%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1956.65 Cr11.0%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1291.61 Cr8.0%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹42.78 Cr9.0%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹882.01 Cr4.2%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1415.22 Cr16.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹352.67 Cr9.6%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹6380.97 Cr9.7%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹110.90 Cr2.0%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹698.93 Cr9.8%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹27.07 Cr9.9%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2955.26 Cr4.2%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1427.77 Cr8.7%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1445.25 Cr15.3%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11332.71 Cr12.8%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹472.92 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹289.87 Cr7.9%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Sundaram Mid Cap Fund Regular Growth, as of 17-Apr-2025, is ₹1249.47.
The fund has generated 11.86% over the last 1 year and 20.59% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 93.53% in equities, 0.00% in bonds, and 6.46% in cash and cash equivalents.
The fund managers responsible for Sundaram Mid Cap Fund Regular Growth are:-
  1. S. Bharath
  2. Ratish Varier

Fund Overview

Fund Size

Fund Size

₹11,333 Cr

Expense Ratio

Expense Ratio

1.79%

ISIN

ISIN

INF903J01173

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

30 Jul 2002

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Sundaram Mid Cap Fund Regular Growth is a Mid-Cap mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 22 years, 8 months and 20 days, having been launched on 30-Jul-02.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹1249.47, Assets Under Management (AUM) of 11332.71 Crores, and an expense ratio of 1.79%.
  • Sundaram Mid Cap Fund Regular Growth has given a CAGR return of 23.68% since inception.
  • The fund's asset allocation comprises around 93.53% in equities, 0.00% in debts, and 6.46% in cash & cash equivalents.
  • You can start investing in Sundaram Mid Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+11.86%

+7.36% (Cat Avg.)

3 Years

+20.59%

+17.86% (Cat Avg.)

5 Years

+28.52%

+29.08% (Cat Avg.)

10 Years

+13.90%

+14.93% (Cat Avg.)

Since Inception

+23.68%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity10,599.06 Cr93.53%
Others733.66 Cr6.47%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Sundaram Liquid Dir GrMutual Fund - Open End453.89 Cr4.01%
Cummins India LtdEquity387.62 Cr3.42%
The Federal Bank LtdEquity370.95 Cr3.27%
Coromandel International LtdEquity346.31 Cr3.06%
Kalyan Jewellers India LtdEquity281.14 Cr2.48%
Lupin LtdEquity273.84 Cr2.42%
Fortis Healthcare LtdEquity270.91 Cr2.39%
TrepsCash - Repurchase Agreement268.77 Cr2.37%
Persistent Systems LtdEquity267.36 Cr2.36%
Mahindra & Mahindra Financial Services LtdEquity243.72 Cr2.15%
Marico LtdEquity234.57 Cr2.07%
Indian BankEquity231.88 Cr2.05%
Hindustan Petroleum Corp LtdEquity216.24 Cr1.91%
PB Fintech LtdEquity191.44 Cr1.69%
United Breweries LtdEquity191.2 Cr1.69%
JK Cement LtdEquity189.8 Cr1.67%
GE Vernova T&D India LtdEquity186.98 Cr1.65%
Alkem Laboratories LtdEquity183.71 Cr1.62%
Jindal Steel & Power LtdEquity182.98 Cr1.61%
Jubilant Foodworks LtdEquity178.07 Cr1.57%
Apollo Tyres LtdEquity177.44 Cr1.57%
Max Healthcare Institute Ltd Ordinary SharesEquity170.42 Cr1.50%
Bharat Electronics LtdEquity169.74 Cr1.50%
Indus Towers Ltd Ordinary SharesEquity169.47 Cr1.50%
Trent LtdEquity165.82 Cr1.46%
Coforge LtdEquity165.47 Cr1.46%
Union Bank of IndiaEquity157.12 Cr1.39%
Oberoi Realty LtdEquity155.42 Cr1.37%
Info Edge (India) LtdEquity154.36 Cr1.36%
Mphasis LtdEquity154.12 Cr1.36%
Phoenix Mills LtdEquity154.06 Cr1.36%
BSE LtdEquity153.42 Cr1.35%
Chalet Hotels LtdEquity152.69 Cr1.35%
Torrent Power LtdEquity148.64 Cr1.31%
Delhivery LtdEquity138.47 Cr1.22%
ACC LtdEquity137.94 Cr1.22%
TVS Holdings LtdEquity135.69 Cr1.20%
Dr. Lal PathLabs LtdEquity126.37 Cr1.12%
Polycab India LtdEquity122.65 Cr1.08%
ZF Commercial Vehicle Control Systems India LtdEquity121.41 Cr1.07%
Bharat Forge LtdEquity118.14 Cr1.04%
Grindwell Norton LtdEquity117.83 Cr1.04%
AU Small Finance Bank LtdEquity117.6 Cr1.04%
Deepak Nitrite LtdEquity117.54 Cr1.04%
Astral LtdEquity114.49 Cr1.01%
LIC Housing Finance LtdEquity113.14 Cr1.00%
TVS Motor Co LtdEquity112.7 Cr0.99%
Shriram Finance LtdEquity112.62 Cr0.99%
ICICI Prudential Life Insurance Co LtdEquity110.07 Cr0.97%
Computer Age Management Services Ltd Ordinary SharesEquity107.39 Cr0.95%
Supreme Industries LtdEquity105.92 Cr0.93%
Crompton Greaves Consumer Electricals LtdEquity104.85 Cr0.93%
Mankind Pharma LtdEquity102.54 Cr0.90%
Schaeffler India LtdEquity99.49 Cr0.88%
Prestige Estates Projects LtdEquity99.41 Cr0.88%
Zydus Lifesciences LtdEquity99.22 Cr0.88%
PI Industries LtdEquity98.21 Cr0.87%
UNO Minda LtdEquity97.57 Cr0.86%
Bharat Heavy Electricals LtdEquity96.61 Cr0.85%
APL Apollo Tubes LtdEquity96.31 Cr0.85%
Devyani International LtdEquity95.55 Cr0.84%
Amber Enterprises India Ltd Ordinary SharesEquity90.86 Cr0.80%
Max Financial Services LtdEquity89.78 Cr0.79%
Bharti Hexacom LtdEquity81.16 Cr0.72%
Sona BLW Precision Forgings LtdEquity73.21 Cr0.65%
Gujarat State Petronet LtdEquity69.84 Cr0.62%
Power Finance Corp LtdEquity65.76 Cr0.58%
Tube Investments of India Ltd Ordinary SharesEquity64.95 Cr0.57%
Voltas LtdEquity63.63 Cr0.56%
Tata Elxsi LtdEquity54.81 Cr0.48%
Ola Electric Mobility LtdEquity54.11 Cr0.48%
Indian Hotels Co LtdEquity47.62 Cr0.42%
Emami LtdEquity39.98 Cr0.35%
Dixon Technologies (India) LtdEquity31.31 Cr0.28%
Suzlon Energy LtdEquity30.56 Cr0.27%
Kajaria Ceramics LtdEquity16.38 Cr0.14%
Navin Fluorine International LtdEquity15.18 Cr0.13%
Gujarat Gas LtdEquity13.25 Cr0.12%
Cash And Other Net Current AssetsCash11 Cr0.10%

Allocation By Market Cap (Equity)

Large Cap Stocks

14.74%

Mid Cap Stocks

65.47%

Small Cap Stocks

13.32%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Consumer Cyclical2,170.01 Cr19.15%
Financial Services1,957.51 Cr17.27%
Industrials1,552.19 Cr13.70%
Healthcare1,227.01 Cr10.83%
Basic Materials1,184.26 Cr10.45%
Technology780.45 Cr6.89%
Consumer Defensive465.75 Cr4.11%
Real Estate408.9 Cr3.61%
Communication Services404.99 Cr3.57%
Utilities231.73 Cr2.04%
Energy216.24 Cr1.91%

Risk & Performance Ratios

Standard Deviation

This fund

16.90%

Cat. avg.

16.94%

Lower the better

Sharpe Ratio

This fund

0.85

Cat. avg.

0.72

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.18

Higher the better

Fund Managers

SB

S. Bharath

Since February 2021

RV

Ratish Varier

Since February 2021

Additional Scheme Detailsas of 31st March 2025

ISIN
INF903J01173
Expense Ratio
1.79%
Exit Load
1.00%
Fund Size
₹11,333 Cr
Age
22 years 8 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Mid-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Kotak Nifty Midcap 150 ETF

Very High Risk

0.1%-₹0.82 Cr-
Helios Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹57.09 Cr-
Helios Mid Cap Fund Regular Growth

Very High Risk

2.4%1.0%₹57.09 Cr-
ICICI Prudential Nifty Midcap 150 ETF

Very High Risk

0.1%-₹412.20 Cr6.8%
ICICI Prudential Midcap Select ETF

Very High Risk

0.1%-₹76.76 Cr6.8%
Zerodha Nifty Midcap 150 ETF

Very High Risk

0.2%-₹53.36 Cr-
LIC MF Nifty Midcap 100 ETF

Very High Risk

0.2%-₹640.82 Cr7.1%
HDFC NIFTY Midcap 150 ETF

Very High Risk

0.2%-₹75.63 Cr6.7%
UTI Nifty Midcap 150 ETF

Very High Risk

0.2%-₹8.87 Cr6.8%
Invesco India Mid Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹5779.32 Cr18.4%

About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹62,799 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.6%1.0%₹2484.29 Cr13.5%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth

High Risk

1.4%0.0%₹19.18 Cr8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth

Very High Risk

1.2%0.0%₹27.20 Cr1.7%
Sundaram FTP IQ Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

Very High Risk

1.2%0.0%₹12.29 Cr8.2%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth

Very High Risk

1.3%0.0%₹67.63 Cr0.1%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth

Very High Risk

1.2%-₹30.07 Cr1.0%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.67 Cr1.6%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth

Very High Risk

1.1%0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.3%0.0%₹32.10 Cr0.3%
Sundaram Fixed Term Plan Series IM Direct Growth

Moderate Risk

-0.0%--
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹32.63 Cr0.5%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2615.39 Cr10.2%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.2%1.0%₹862.57 Cr5.4%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.1%1.0%₹5618.99 Cr10.6%
Sundaram Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹5477.41 Cr7.4%
Sundaram Low Duration Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹342.03 Cr8.5%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹976.11 Cr11.3%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr6.5%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

Very High Risk

0.5%0.0%₹98.89 Cr4.9%
Sundaram Short Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹201.91 Cr9.9%
Sundaram Ultra Short Duration Fund Direct Growth

Moderate Risk

0.2%0.0%₹1723.33 Cr7.9%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.7%0.0%₹1288.19 Cr9.0%
Sundaram Balanced Advantage Fund Direct Growth

Moderately High risk

0.7%1.0%₹1490.89 Cr10.1%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹3297.44 Cr7.3%
Sundaram Services Fund Direct Growth

Very High Risk

0.9%1.0%₹3745.64 Cr16.6%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.1%1.0%₹1956.65 Cr11.0%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1291.61 Cr8.0%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.4%1.0%₹42.78 Cr9.0%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.8%0.0%₹882.01 Cr4.2%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.9%0.0%₹1415.22 Cr16.1%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹352.67 Cr9.6%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹6380.97 Cr9.7%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.4%1.0%₹110.90 Cr2.0%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹698.93 Cr9.8%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderately High risk

1.5%0.0%₹27.07 Cr9.9%
Sundaram Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹2955.26 Cr4.2%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.8%0.0%₹1427.77 Cr8.7%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.3%0.0%₹1445.25 Cr15.3%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11332.71 Cr12.8%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹472.92 Cr6.6%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹289.87 Cr7.9%

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The NAV of Sundaram Mid Cap Fund Regular Growth, as of 17-Apr-2025, is ₹1249.47.
The fund has generated 11.86% over the last 1 year and 20.59% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 93.53% in equities, 0.00% in bonds, and 6.46% in cash and cash equivalents.
The fund managers responsible for Sundaram Mid Cap Fund Regular Growth are:-
  1. S. Bharath
  2. Ratish Varier
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