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Fund Overview

Fund Size

Fund Size

₹11,898 Cr

Expense Ratio

Expense Ratio

1.73%

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 23 years, 8 months and 24 days, having been launched on 30-Jul-02.
As of 22-Apr-26, it has a Net Asset Value (NAV) of ₹1432.12, Assets Under Management (AUM) of 11898.19 Crores, and an expense ratio of 1.73%.
  • Sundaram Mid Cap Fund Regular Growth has given a CAGR return of 23.27% since inception.
  • The fund's asset allocation comprises around 95.91% in equities, 0.00% in debts, and 4.07% 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

+12.09%

+11.67% (Cat Avg.)

3 Years

+25.26%

+23.17% (Cat Avg.)

5 Years

+20.71%

+19.43% (Cat Avg.)

10 Years

+15.41%

+16.66% (Cat Avg.)

Since Inception

+23.27%

(Cat Avg.)

Portfolio Summaryas of 31st March 2026

Equity11,411.8 Cr95.91%
Others484.48 Cr4.07%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cummins India LtdEquity481.51 Cr4.05%
GE Vernova T&D India LtdEquity409.55 Cr3.44%
Mahindra & Mahindra Financial Services LtdEquity328.97 Cr2.76%
Coromandel International LtdEquity313.59 Cr2.64%
The Federal Bank LtdEquity269.77 Cr2.27%
Sundaram Liquid Dir GrMutual Fund - Open End256.46 Cr2.16%
BSE LtdEquity253.64 Cr2.13%
Kalyan Jewellers India LtdEquity253.2 Cr2.13%
Marico LtdEquity249.92 Cr2.10%
Lupin LtdEquity249.92 Cr2.10%
Jindal Steel LtdEquity247.03 Cr2.08%
Indian BankEquity241.81 Cr2.03%
IDFC First Bank LtdEquity225.27 Cr1.89%
Fortis Healthcare LtdEquity214.89 Cr1.81%
Phoenix Mills LtdEquity212.91 Cr1.79%
PB Fintech LtdEquity211.98 Cr1.78%
Hindustan Petroleum Corp LtdEquity210.1 Cr1.77%
Delhivery LtdEquity208.46 Cr1.75%
Coforge LtdEquity204.16 Cr1.72%
TVS Holdings LtdEquity202.06 Cr1.70%
Bharat Electronics LtdEquity201.56 Cr1.69%
Persistent Systems LtdEquity195.2 Cr1.64%
Polycab India LtdEquity192.46 Cr1.62%
Jubilant Foodworks LtdEquity192.4 Cr1.62%
AU Small Finance Bank LtdEquity176.97 Cr1.49%
JK Cement LtdEquity168.87 Cr1.42%
Indus Towers Ltd Ordinary SharesEquity163.87 Cr1.38%
Dixon Technologies (India) LtdEquity163.47 Cr1.37%
TrepsCash - Repurchase Agreement161.75 Cr1.36%
ZF Commercial Vehicle Control Systems India LtdEquity158.83 Cr1.33%
TVS Motor Co LtdEquity156.67 Cr1.32%
Sona BLW Precision Forgings LtdEquity150.66 Cr1.27%
Gland Pharma LtdEquity149.93 Cr1.26%
United Breweries LtdEquity148.81 Cr1.25%
Alkem Laboratories LtdEquity145.95 Cr1.23%
Max Financial Services LtdEquity140.13 Cr1.18%
Dr. Lal PathLabs LtdEquity138.42 Cr1.16%
Torrent Power LtdEquity135.46 Cr1.14%
360 One Wam Ltd Ordinary SharesEquity134.78 Cr1.13%
Tube Investments of India Ltd Ordinary SharesEquity129.54 Cr1.09%
Suzlon Energy LtdEquity127.67 Cr1.07%
Supreme Industries LtdEquity127.33 Cr1.07%
Apollo Tyres LtdEquity124.92 Cr1.05%
APL Apollo Tubes LtdEquity122.3 Cr1.03%
Colgate-Palmolive (India) LtdEquity118.05 Cr0.99%
IndusInd Bank LtdEquity116.63 Cr0.98%
Max Healthcare Institute Ltd Ordinary SharesEquity115.84 Cr0.97%
Motilal Oswal Financial Services LtdEquity115.03 Cr0.97%
L&T Technology Services LtdEquity114.03 Cr0.96%
Emami LtdEquity110.94 Cr0.93%
Mankind Pharma LtdEquity110.32 Cr0.93%
UNO Minda LtdEquity105.71 Cr0.89%
Prestige Estates Projects LtdEquity103.58 Cr0.87%
NHPC LtdEquity99.88 Cr0.84%
Premier Energies LtdEquity97.76 Cr0.82%
Amber Enterprises India Ltd Ordinary SharesEquity97.75 Cr0.82%
Schaeffler India LtdEquity96.64 Cr0.81%
Thermax LtdEquity94.56 Cr0.79%
Procter & Gamble Hygiene and Health Care LtdEquity94.12 Cr0.79%
Deepak Nitrite LtdEquity88.51 Cr0.74%
Bharti Hexacom LtdEquity88.07 Cr0.74%
Chalet Hotels LtdEquity84.28 Cr0.71%
Info Edge (India) LtdEquity80.97 Cr0.68%
Swiggy LtdEquity77.1 Cr0.65%
Gujarat State Petronet LtdEquity73.37 Cr0.62%
PI Industries LtdEquity69.39 Cr0.58%
Grindwell Norton LtdEquity69.07 Cr0.58%
Fractal Analytics LtdEquity69.06 Cr0.58%
Indegene LtdEquity68.11 Cr0.57%
FSN E-Commerce Ventures LtdEquity66.45 Cr0.56%
Cash And Other Net Current AssetsCash - Collateral66.27 Cr0.56%
Devyani International LtdEquity65.45 Cr0.55%
Billionbrains Garage Ventures LtdEquity63.4 Cr0.53%
LG Electronics India LtdEquity52.6 Cr0.44%
Dalmia Bharat LtdEquity52.41 Cr0.44%
LIC Housing Finance LtdEquity49.53 Cr0.42%
Oberoi Realty LtdEquity48.25 Cr0.41%
JSW Energy LtdEquity47.16 Cr0.40%
Berger Paints India LtdEquity46.77 Cr0.39%
Zydus Lifesciences LtdEquity26.09 Cr0.22%
Tvs Motor Company LimitedPreferred Stock1.91 Cr0.02%

Allocation By Market Cap (Equity)

Large Cap Stocks

10.09%

Mid Cap Stocks

69.77%

Small Cap Stocks

15.47%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services2,327.9 Cr19.57%
Industrials2,041.71 Cr17.16%
Consumer Cyclical1,832.12 Cr15.40%
Healthcare1,219.47 Cr10.25%
Basic Materials1,108.88 Cr9.32%
Technology896.28 Cr7.53%
Consumer Defensive721.84 Cr6.07%
Real Estate364.73 Cr3.07%
Utilities355.87 Cr2.99%
Communication Services332.9 Cr2.80%
Energy210.1 Cr1.77%

Risk & Performance Ratios

Standard Deviation

This fund

16.64%

Cat. avg.

17.17%

Lower the better

Sharpe Ratio

This fund

0.86

Cat. avg.

0.73

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.09

Higher the better

Fund Managers

SB

S. Bharath

Since February 2021

SS

Shalav Saket

Since December 2025

Additional Scheme Detailsas of 31st March 2026

ISIN
INF903J01173
Expense Ratio
1.73%
Exit Load
1.00%
Fund Size
₹11,898 Cr
Age
23 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.

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Very High Risk

0.9%1.0%₹11898.19 Cr13.0%
Tata Mid Cap Growth Fund Direct Growth

Very High Risk

0.7%0.0%₹4992.84 Cr13.1%
Taurus Discovery (Midcap) Fund Direct Growth

Very High Risk

2.1%1.0%₹108.95 Cr3.9%
DSP Midcap Fund Direct Growth

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0.7%1.0%₹17491.90 Cr13.3%
Quant Mid Cap Fund Direct Growth

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0.8%0.0%₹7001.82 Cr0.6%
Franklin India Prima Fund Direct Growth

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Motilal Oswal Nifty Midcap 100 ETF

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About the AMC

Sundaram Mutual Fund

Sundaram Mutual Fund

Total AUM

₹76,492 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth

Moderate Risk

0.3%0.0%₹66.33 Cr-
Sundaram Multi-Factor Fund Direct Growth

Very High Risk

0.8%1.0%₹865.54 Cr-
Sundaram Business Cycle Fund Direct Growth

Very High Risk

0.8%1.0%₹1403.74 Cr-0.1%
Sundaram Multi Asset Allocation Fund Direct Growth

High Risk

0.5%1.0%₹3060.26 Cr11.7%
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%₹25.86 Cr13.9%
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%₹13.10 Cr5.9%
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%₹63.44 Cr13.5%
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%-₹28.88 Cr15.7%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth

Very High Risk

1.2%0.0%₹19.36 Cr15.4%
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%₹30.40 Cr13.5%
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%₹30.91 Cr13.1%
Sundaram Multi Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2525.11 Cr5.2%
Sundaram Dividend Yield Fund Direct Growth

Very High Risk

1.1%1.0%₹809.73 Cr3.7%
Sundaram Aggressive Hybrid Fund Direct Growth

High Risk

0.7%1.0%₹7653.49 Cr2.6%
Sundaram Liquid Fund Direct Growth

Moderate Risk

0.1%0.0%₹5174.93 Cr6.3%
Sundaram Low Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹435.74 Cr6.4%
Sundaram Equity Savings Fund Direct Growth

Moderate Risk

0.8%0.0%₹1070.66 Cr4.5%
Sundaram Focused Fund Direct Growth

Very High Risk

1.3%0.0%₹947.70 Cr3.1%
Sundaram Nifty 100 Equal Weight Fund Direct Growth

High Risk

0.5%0.0%₹121.51 Cr9.5%
Sundaram Short Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹190.43 Cr5.7%
Sundaram Ultra Short Duration Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1454.24 Cr6.6%
Sundaram Tax Savings Fund Direct Growth

Very High Risk

1.6%0.0%₹1183.44 Cr4.1%
Sundaram Balanced Advantage Fund Direct Growth

High Risk

0.7%1.0%₹1564.62 Cr3.5%
Sundaram Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹2889.32 Cr1.9%
Sundaram Services Fund Direct Growth

Very High Risk

0.7%1.0%₹4146.35 Cr4.3%
Sundaram Flexi Cap Fund Direct Growth

Very High Risk

0.8%1.0%₹1824.52 Cr5.3%
Sundaram Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹1943.35 Cr6.6%
Sundaram Medium Term Bond Fund Direct Growth

Moderate Risk

1.1%1.0%₹33.94 Cr3.5%
Sundaram Infrastructure Advantage Fund Direct Growth

Very High Risk

1.6%0.0%₹872.61 Cr16.4%
Sundaram Financial Services Opportunities Direct Growth

Very High Risk

0.8%0.0%₹1438.57 Cr5.5%
Sundaram Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹272.43 Cr5.1%
Sundaram large and Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹6030.80 Cr6.8%
Sundaram Global Brand Fund Direct Growth

Very High Risk

1.5%1.0%₹147.63 Cr39.2%
Sundaram Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹598.83 Cr4.9%
Sundaram Debt Oriented Hybrid Fund Direct Growth

Moderate Risk

0.8%0.0%₹18.75 Cr-0.5%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹2982.57 Cr13.8%
Sundaram Diversified Equity Direct Growth

Very High Risk

1.7%0.0%₹1212.50 Cr3.3%
Sundaram Consumption Fund Direct Growth

Very High Risk

1.2%0.0%₹1293.62 Cr-4.0%
Sundaram Mid Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹11898.19 Cr13.0%
Sundaram Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹345.80 Cr5.4%
Sundaram Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹412.03 Cr6.6%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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What is the current NAV of Sundaram Mid Cap Fund Regular Growth?

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The NAV of Sundaram Mid Cap Fund Regular Growth, as of 22-Apr-2026, is ₹1432.12.
The fund has generated 12.09% over the last 1 year and 25.26% 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 95.91% in equities, 0.00% in bonds, and 4.07% in cash and cash equivalents.
The fund managers responsible for Sundaram Mid Cap Fund Regular Growth are:-
  1. S. Bharath
  2. Shalav Saket
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