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AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor
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  • Sundaram Mid Cap Fund Regular Plan - Growth
Sundaram Mid Cap Fund Regular Plan - Growth

Category: Equity: Mid Cap

Launch Date: 01-07-2002

Riskometer: Very High

NAV as on 25-06-2025

₹ 1377.3354

₹ 8.15 ( 0.5918%)

CAGR Since Inception

24.01%

NIFTY Midcap 150 TRI 17.77%

Asset Class

Equity

Status

Open Ended Schemes

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

Benchmark

NIFTY Midcap 150 TRI

Expense Ratio

1.75% As on (31-05-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

12,345.38 Cr As on (30-05-2025)

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 25-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 8.78 30.04 28.57 15.24 24.01
NIFTY MIDCAP 150 TRI 4.92 30.19 31.46 18.56 17.77
Equity: Mid Cap 3.95 27.08 29.25 16.26 19.69
Nav Movement
RETURNS CALCULATOR for Sundaram Mid Cap Fund Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 1.19 1.03 0.94 - -
Equity: Mid Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Sundaram MidCap Gr 28.57
Invesco India MidCap Gr 30.66
WhiteOak Capital Mid Cap Fund Reg Gr 0.0
Edelweiss MidCap Reg Gr 33.21
Motilal Oswal Midcap Fund Reg Gr 36.2
Nippon India Growth Fund Gr Gr 32.78
HDFC Mid-Cap Opportunities Gr 31.99
Kotak Emerging Equity Sch Gr 30.38
Canara Robeco Mid Cap Fund Reg Gr 0.0
Franklin India Prima Fund Gr 27.05
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 19.72
Capital Goods 13.5
Healthcare 10.4
N/A 7.87
Automobile and Auto Components 6.93
Consumer Services 5.71
Consumer Durables 5.37
Information Technology 5.15
Chemicals 4.97
Fast Moving Consumer Goods 4.02
Portfolio Holdings
Company Holdings (%)
TREPS 6.45
CUMMINS INDIA LIMITED EQ FV RS.2 3.42
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- 3.21
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 3.15
KALYAN JEWELLERS INDIA LIMITED EQ 2.73
LUPIN LIMITED EQ NEW F.V. RS.2/- 2.22
FORTIS HEALTHCARE LIMITED. EQ 2.22
Persistent Systems Ltd 2.21
GE T&D INDIA LIMITED EQ NEW RS. 2/- 2.14
MARICO LIMITED NEW EQ RE.1 2.09
About

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+91 - 87992 12156

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Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


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