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 (%)
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