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Sundaram Mid Cap Fund Regular Plan - Growth

(Erstwhile Sundaram Select Midcap-Growth)

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Category: Equity: Mid Cap
Launch Date: 01-07-2002
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 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
NAV as on 08-12-2025

1412.9235

-20.97 (-1.4842%)

CAGR Since Inception

23.63%

NIFTY Midcap 150 TRI 17.42%

PERFORMANCE of Sundaram Mid Cap Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 08-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Mid Cap Fund Regular Plan - Growth 0.96 22.6 23.29 15.45 23.63
NIFTY MIDCAP 150 TRI 1.33 21.99 24.06 18.42 17.42
Equity: Mid Cap -1.81 19.71 21.67 16.14 17.47

Yearly Performance (%)

Nav Movement

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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

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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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 1.14 1.35 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 0.96 18.35 22.6 23.29 15.45
Invesco India Midcap Fund - Growth Option 19-04-2007 4.23 24.39 25.26 24.55 18.31
HDFC Mid Cap Fund - Growth Plan 25-06-2007 4.01 18.15 24.02 25.61 18.34
ICICI Prudential MidCap Fund - Growth 10-10-2004 3.46 18.8 20.66 22.67 15.89
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 3.44 15.46 19.03 22.34 0.0
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 3.08 19.59 24.04 0.0 0.0
Tata Mid Cap Fund Regular Plan- Growth Option 01-07-1994 0.27 13.63 20.13 20.93 15.82
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 -0.18 15.83 19.48 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 -0.31 20.83 23.45 25.19 18.3
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 -0.4 14.77 18.08 21.6 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Growth

Portfolio as on