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: 1.7% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 13,687.16 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 37.2% | Exit Load: Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D |
1499.5533
21.84 (1.4566%)
23.3%
Benchmark: 17.17%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 17.52 |
| Sharpe Ratio | 0.96 |
| Alpha | 1.32 |
| 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 | 8.24 | 6.96 | 21.97 | 18.36 | 15.07 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 17.17 | 9.84 | 25.83 | 18.68 | 17.06 |
| Helios Mid Cap Fund - Regular Plan - Growth Plan | 13-03-2025 | 14.48 | - | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.28 | 11.02 | 23.86 | - | - |
| ICICI Prudential Midcap Fund - Growth | 10-10-2004 | 12.38 | 7.91 | 23.72 | 17.83 | 16.72 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 11.11 | 13.29 | 25.94 | 20.25 | 18.73 |
| Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 11.08 | 5.17 | 19.72 | 15.84 | 15.59 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 9.99 | 6.52 | 19.04 | 16.37 | - |
| MahIndra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 9.16 | 4.86 | 22.0 | 18.15 | - |
| Nippon India Growth Mid Cap Fund - Growth Plan-Growth Option | 05-10-1995 | 8.74 | 6.79 | 22.19 | 20.11 | 18.52 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.65%
Others
3.24%
Large Cap
10.43%
Mid Cap
72.68%
