Sundaram Mid Cap Fund Regular Plan - Growth
NAV as on 04-12-2025
₹ 1427.6894
₹
-2.86
(
-0.2004%)
AUM as on 31-10-2025
13,235.84 Cr
Rtn (Since Inception)
23.7%
Sundaram Mid Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 01-07-2002 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Midcap 150 TRI |
| TER: | 1.74% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 13,235.84 Cr As on (31-10-2025) |
| Turn over: | 40 |
| Exit Load: | Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 % 1 if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram MidCap Gr | 01-07-2002 | 2.6 | 19.47 | 22.89 | 23.77 | 15.44 |
| Invesco India MidCap Gr | 19-04-2007 | 7.62 | 25.87 | 25.9 | 25.14 | 18.44 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 5.86 | 19.37 | 24.5 | 26.05 | 18.39 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 5.5 | 20.37 | 24.43 | 0.0 | 0.0 |
| Mirae Asset MidCap Reg | 01-07-2019 | 5.3 | 16.79 | 19.23 | 22.77 | 0.0 |
| ICICI Pru MidCap Gr | 10-10-2004 | 5.27 | 20.04 | 21.05 | 23.11 | 15.9 |
| Canara Robeco Mid Cap Fund Reg Gr | 01-12-2022 | 2.23 | 16.89 | 0.0 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 1.99 | 21.88 | 23.8 | 25.58 | 18.33 |
| Union MidCap Reg Gr | 23-03-2020 | 1.85 | 15.44 | 18.23 | 22.06 | 0.0 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 1.66 | 17.44 | 23.05 | 25.62 | 18.09 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Installment Amount
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