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Sundaram Mid Cap Fund Regular-Growth
Equity, Mid Cap, Principal at very high risk
1 Year Return 21.8%
Fund Details
NAV 1439.0404
Sub-Type Mid Cap
Rating 4
Min. SIP Amount 100.0
Fund Age(Year) 23.56
Fund Size 12917.24
Fund Performance
1 Month 2.44%
3 Month -0.52%
6 Month 5.2%
1 Year 21.8%
3 Year 25.29%
5 Year 20.04%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.53% Ret 1Y 21.24% Ret 3Y 24.48% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.53% Ret 1Y 21.24% Ret 3Y 24.48% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.73%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Ratish Varier
Education Mr. Varier is a B.Com. & MBA (Finance)
Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 14
Date of Incorporation 2002-07-30
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.24%) Market Cap Large Cap 15.75 Mid Cap 61.45 Small Cap 19.05 Top Sectors Financial 18.05 Capital Goods 13.24 Services 10.75 Healthcare 9.97 Automobile 8.75 Consumer Staples 6.15 Technology 4.79 Energy 4.76 Chemicals 4.34 Metals & Mining 3.7 Construction 3.7 Materials 3.48 Consumer Discretionary 2.52 Communication 2.05 Top Holding Gland Pharma 1.25 Jubilant FoodWorks 1.71 PI Industries 0.63 Kalyan Jewellers India 1.89 Coromandel International 2.83 Indian Bank 2.02 JK Cement 1.5 Procter & Gamble Hygiene and Health Care 0.92 Dr. Lal Pathlabs 1.15 ZF Commercial 1.5 The Federal Bank 2.36 Emami 1.04 Oberoi Realty 0.79 AU Small Finance Bank 1.62 APL Apollo Tubes 1 Zydus Lifesciences 0.21 Alkem Laboratories 1.21 360 One Wam 1.22 Lupin 1.75 Chalet Hotels 0.93 Marico 1.93 Polycab India 1.53 Mahindra & Mahindra Financial Services 3.35 Dixon Technologies (India) 1.53 Indegene 0.53 Supreme Industries 0.94 L&T Technology Services 1.03 Schaeffler India 0.7 Sona BLW Precision Forgings 1.2 Coforge 1.98 GE Vernova T&D 2.98 Prestige Estates Projects 1.08 NHPC 0.82 Indusind Bank 1.05 Berger Paints India 0.41 Info Edge (India) 0.5 Swiggy 0.51 Amber Enterprises India 0.64 PB Fintech 1.9 Suzlon Energy 1.19 FSN E-Commerce Ventures 0.32 Devyani International 0.62 LIC Housing Fin. 1.08 Billionbrains Garage Ventures 0.77 Max Financial Services 0.98 Max Healthcare Institute 1.11 Fortis Healthcare 1.91 TVS Motor Company - Pref. Shares 0.01 Gujarat State Petronet 0.75 Delhivery 1.64 Hindustan Petroleum Corporation 2.07 Jindal Steel 2.09 BSE 2.05 Colgate-Palmolive (India) 1.11 TVS Motor Company 1.33 Dalmia Bharat 0.63 The Phoenix Mills 1.83 Motilal Oswal Financial Services 1.06 TVS Holdings 1.75 Grindwell Norton 0.61 Deepak Nitrite 0.87 Persistent Systems 1.77 Bharti Hexacom 0.7 Tube Investments Of India 0.84 United Breweries 1.16 Mankind Pharma 0.85 CRISIL 0.57 Bharat Electronics 1.75 Apollo Tyres 1.18 Torrent Power 1.11 UNO Minda 0.94 Cummins India 3.56 Indus Towers 1.35 Shriram Finance 0.08 IDFC First Bank 2.46
Debt & Others (3.7600000000000002%) Sector Allocation Cash/Net Current Assets 0.25 Repo 3.08 Mutual Fund 0.43 Debt Credit Ratings Debt Category Sundaram Liquid Direct-G 0.43 Others 3.33
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