Sundaram Mid Cap Fund Regular Plan - Growth

(Erstwhile Sundaram Select Midcap-Growth)

Category: Equity: Mid Cap
Launch Date: 01-07-2002
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.75% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,595.54 Cr As on (31-07-2025)
Turn over: 40
NAV as on 14-08-2025

1367.876

-2.6 (-0.1899%)

CAGR Since Inception

23.82%

NIFTY Midcap 150 TRI 17.48%

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 3.93 22.89 26.99 14.23 23.82
NIFTY MIDCAP 150 TRI 1.06 22.48 28.6 17.5 17.48
Equity: Mid Cap 1.38 20.58 25.99 15.23 18.53
Yearly Performance (%)
NAV Movement
Fund Managers

FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier

Investment Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap

RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of Sundaram Mid Cap Fund Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Mid Cap Fund Regular Plan - Growth 13.35 1.18 0.86 0.93 - -
Equity: Mid Cap - - - - - -
PEER COMPARISION
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 3.93 25.78 22.89 26.99 14.23
Invesco India Midcap Fund - Growth Option 19-04-2007 15.2 31.83 27.59 28.68 17.41
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 8.26 25.58 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 5.93 28.4 24.26 29.58 17.14
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 5.24 17.21 13.64 25.42 14.64
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 5.22 23.94 21.37 28.09 17.3
HDFC Mid Cap Fund - Growth Plan 25-06-2007 5.08 23.84 25.69 29.6 17.04
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 4.57 25.57 24.63 29.23 16.99
ICICI Prudential MidCap Fund - Growth 10-10-2004 4.41 26.05 21.49 26.67 14.59
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 3.93 30.79 28.0 33.9 16.94
PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth

Portfolio as on