Sundaram Mid Cap Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.87%)Nav, as on 09-01-2026

  • Previous Nav

  • Net Change on 09-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Mid Cap Fund Regular Plan - Growth -0.50 0.65 5.16 23.76 21.05 23.46
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Mid Cap Fund Regular Plan - Growth Jul 19, 2002 5.16 23.76 21.05 1.72 13,292.89
HDFC Mid Cap Fund - Growth Plan Jun 25, 2007 8.50 24.82 24.12 1.36 92,641.55
Kotak Midcap Fund - Regular Plan - Growth Mar 30, 2007 2.77 20.83 20.92 1.38 60,636.84
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Oct 08, 1995 5.33 24.46 22.98 1.53 42,124.50
Motilal Oswal Midcap Fund-Regular Plan-Growth Option Feb 24, 2014 -8.36 24.82 26.33 1.54 36,880.18
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 1.67 18.97 16.44 1.56 31,717.15

Fund Holdings as on 31-December-2025

  • Cummins India Ltd

  • TREPS

  • Mahindra & Mahindra Financial Services Ltd

  • Coromandel International Ltd

  • GE Vernova T and D India Ltd

  • IDFC First Bank Ltd

  • The Federal Bank Ltd

  • Hindustan Petroleum Corporation Ltd

  • Kalyan Jewellers India Ltd

  • Marico Ltd

  • PB Fintech Ltd

  • The Phoenix Mills Ltd

  • Fortis Health Care Ltd

  • Coforge Ltd

  • Indian Bank

  • Jindal Steel & Power Ltd

  • BSE Ltd

  • Persistent Systems Ltd

  • Jubilant Foodworks Ltd

  • Lupin Ltd

  • AU Small Finance Bank Ltd

  • JK Cement Ltd

  • TVS Holdings Ltd

  • Polycab India Ltd

  • Delhivery Ltd

  • Bharat Electronics Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • TVS Motor Company Ltd

  • Dixon Technologies (India) Ltd

  • 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)

  • United Breweries Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Chalet Hotels Ltd

  • Apollo Tyres Ltd

  • Max Healthcare Institute Ltd

  • Dr Lal Path Labs Ltd

  • Alkem Laboratories Ltd

  • Motilal Oswal Financial Services Ltd

  • Suzlon Energy Ltd

  • Sona BLW Precision Forgings Ltd

  • L&T Technology Services Ltd

  • LIC Housing Finance Ltd

  • Gland Pharma Ltd

  • Colgate Palmolive (India) Ltd

  • Torrent Power Ltd

  • Prestige Estates Projects Ltd

  • UNO Minda Ltd

  • IndusInd Bank Ltd

  • Max Financial Services Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Emami Ltd

  • APL Apollo Tubes Ltd

  • Deepak Nitrite Ltd

  • Supreme Industries Ltd

  • Mankind Pharma Ltd

  • Oberoi Realty Ltd

  • NHPC Ltd

  • Bharti Hexacom Ltd

  • Devyani international limited

  • Schaeffler India Ltd

  • Amber Enterprises India Ltd

  • Billionbrains Garage Ventures Ltd

  • Tube Investments of India Ltd

  • Dalmia Cement (Bharat) Ltd.

  • PI Industries Ltd

  • Gujarat State Petronet Ltd

  • Grindwell Norton Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Indegene Limited

  • CRISIL Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Cash and Other Net Current Assets

  • Info Edge (India) Ltd

  • Berger Paints (I) Ltd

  • Zydus Lifesciences Ltd

  • SKF India Ltd

  • Shriram Finance Ltd

  • ICICI Prudential Asset Management Company Ltd

  • TVS Motor Company Ltd 6.00% (Preference Share) 01-Sep-2026**

View More

  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Miscellaneous

  • Diesel Engines

  • Electric Equipment

  • Construction - Real Estate

  • Finance - NBFC

  • Fertilizers

  • Household & Personal Products

  • Finance - Others

  • Fintech

  • Consumer Food

  • Finance - Stock Broking

  • Refineries

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Edible Oil

  • Telecommunication - Service Provider

  • Bank - Public

  • Steel/Sponge Iron/Pig Iron

  • Power Generation/Distribution

  • Finance - Investment

  • Cable

  • Logistics

  • Defence

  • Automobile Two & Three Wheelers

  • Consumer Durables - Electronics

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Finance - Housing

  • Steel & Iron Products

  • Chemicals

  • Plastic Products

  • Bearings

  • Air Conditioners

  • Gas Transmission/Marketing

  • Pesticides & Agrochemicals

  • Abrasives

  • e-Commerce

  • Business Support

  • Ratings

  • BPO/ITeS

  • Paints

  • Finance - Asset Management

View More

  • Cash

  • Equity

  • MFU

  • Preference Shares

View More

About Sundaram Mid Cap Fund

Scheme Analysis

Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 19-Jul-2002 and currently has an AUM of ₹13,292.89 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended down ₹-12.4(-0.87%)yesterday to ₹1412.1326.

Among its top 3 holdings the fund has exposure to Cummins India Ltd, and

The Sundaram Mid Cap Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156