Sundaram Mid Cap Fund Regular Plan - Growth
(Erstwhile Sundaram Select Midcap-Growth)
Fund House: Sundaram Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-07-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.75% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,501.45 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 40% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment.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 %, 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. |
1402.8646
1.42 (0.101%)
23.78%
Benchmark: 17.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 4 Months
2 Years 10 Months
3 Years 2 Months
5 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.04 |
| Sharpe Ratio | 1.04 |
| Alpha | 1.47 |
| Beta | 0.92 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 2.64 | 23.87 | 22.94 | 26.53 | 15.09 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 10.43 | 29.61 | 26.84 | 27.58 | 18.17 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 7.44 | 24.26 | 24.25 | - | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 6.67 | 23.56 | 22.1 | 27.65 | 18.02 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 5.05 | 21.98 | 25.08 | 29.03 | 17.86 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 4.11 | 26.84 | 23.84 | 28.98 | 17.83 |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 3.98 | 19.89 | 18.28 | 25.07 | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 3.98 | 24.22 | 21.22 | 25.99 | 15.44 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 3.75 | 21.71 | - | - | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 3.72 | 25.35 | 24.24 | 23.93 | 16.16 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.26%
Others
4.78%
Large Cap
12.65%
Mid Cap
66.28%
