Sundaram Mid Cap Fund · Regular · Growth
NAV
₹1463.4411
as of 17 Jun 2026
Expense Ratio
1.73%
AUM
₹12,880 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.74%
- 3Y
- +21.84%
- 5Y
- +18.81%
- Since Inception
- +23.18%
SIP returns (XIRR)
- 1Y
- +9.51%
- 3Y
- +13.86%
- 5Y
- +17.98%
- Since Inception
- +19.87%
Returns calculated from 19 July 2002 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹23,43,153
Benchmark
₹14,73,752
+₹8,69,401 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,43,500
Invested
₹23,43,153
Value today
19.5%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,39,465
Value today
23.0%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹14,35,000
Withdrawn
₹11,60,33,768
Corpus left
+₹11,64,68,768 net gain — withdrew ₹14,35,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹7,93,30,921
Value today
-5.2%
vs lumpsum
Direct lumpsum would have beaten STP by 5.2% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,59,607
Value today
4.6×
Multiple
Staying invested through that crash turned ₹1L into ₹4,59,607 — a 4.6× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.03
Sharpe Ratio
-0.00
Alpha
0.43
Beta
-0.02
Sortino
16.89%
Std Dev
-18.58%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks9.00%
- Industrial Products8.00%
- Auto Components6.00%
- Pharmaceuticals & Biotechnology6.00%
- Electrical Equipment6.00%
- Capital Markets5.00%
- Consumer Durables5.00%
- Finance5.00%
- Healthcare Services5.00%
- IT - Software4.00%
- Realty3.00%
- Leisure Services3.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Mid Cap Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Cummins India Ltd4.05%
- 2Ge Vernova T And D India Ltd3.44%
- 3Mahindra & Mahindra Financial Services Ltd2.76%
- 4Coromandel International Ltd2.64%
- 5The Federal Bank Ltd2.27%
- 6Sundaram Liquid Fund - Direct Growth*2.16%
- 7Bse Ltd2.13%
- 8Kalyan Jewellers India Ltd2.13%
- 9Marico Ltd2.10%
- 10Lupin Ltd2.10%
Investment Objective
Sundaram Mid Cap Fund · Regular · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Sundaram Mid Cap Fund · Regular · Growth is a Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 23 years. It manages assets worth ₹12,880 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 1.73%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations