Sundaram Mid Cap Fund Regular Plan - Growth
₹1442.1276
₹14.54 (-1.00%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹1442.1276
₹14.54 (-1.00%)
29 May 2026
AMFI: 101539
Direct · Growth
₹₹1586.0479
₹15.92 (-0.99%)
29 May 2026
AMFI: 119581
Regular · IDCW
₹₹66.7520
₹0.67 (-1.00%)
29 May 2026
AMFI: 101538
Direct · IDCW
₹₹74.4765
₹0.75 (-0.99%)
29 May 2026
AMFI: 119582
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,43,000
Invested
₹24,22,408
Value today
19.7%
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
₹1,44,213
Value today
23.2%
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
₹14,30,000
Withdrawn
₹11,99,88,676
Corpus left
+₹12,04,18,676 net gain — withdrew ₹14,30,000 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
₹8,20,31,381
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 NAVBeat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹24,22,408
Benchmark
₹14,93,179
+₹9,29,229 extra wealth vs the benchmark index
Backtest this SIP yourself₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,75,252
Value today
4.8×
Multiple
Staying invested through that crash turned ₹1L into ₹4,75,252 — a 4.8× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹1,52,056
Regular plan
₹1,44,532
Direct earns ₹7,524 more on a ₹60K investment — 1.25% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.08
Sharpe Ratio
-0.01
Alpha
0.41
Beta
-0.08
Sortino
16.68%
Std Dev
-19.60%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Mar 2026
| Security | % NAV |
|---|---|
Cummins India Ltd INE298A01020 | 4.05% |
GE Vernova T and D India Ltd INE200A01026 | 3.44% |
Mahindra & Mahindra Financial Services Ltd INE774D01024 | 2.76% |
Coromandel International Ltd INE169A01031 | 2.64% |
The Federal Bank Ltd INE171A01029 | 2.27% |
BSE Ltd INE118H01025 | 2.13% |
Kalyan Jewellers India Ltd INE303R01014 | 2.13% |
Marico Ltd INE196A01026 | 2.10% |
Lupin Ltd INE326A01037 | 2.10% |
Jindal Steel & Power Ltd INE749A01030 | 2.08% |
Indian Bank INE562A01011 | 2.03% |
IDFC First Bank Ltd INE092T01019 | 1.89% |
Fortis Health Care Ltd INE061F01013 | 1.81% |
The Phoenix Mills Ltd INE211B01039 | 1.79% |
PB Fintech Ltd INE417T01026 | 1.78% |
Hindustan Petroleum Corporation Ltd INE094A01015 | 1.77% |
Delhivery Ltd INE148O01028 | 1.75% |
Coforge Ltd INE591G01025 | 1.72% |
TVS Holdings Ltd INE105A01035 | 1.70% |
Bharat Electronics Ltd INE263A01024 | 1.69% |
Persistent Systems Ltd INE262H01021 | 1.64% |
Polycab India Ltd INE455K01017 | 1.62% |
Jubilant Foodworks Ltd INE797F01020 | 1.62% |
AU Small Finance Bank Ltd INE949L01017 | 1.49% |
JK Cement Ltd INE823G01014 | 1.42% |
Indus Towers Ltd (Prev Bharti Infratel Ltd) INE121J01017 | 1.38% |
Dixon Technologies (India) Ltd INE935N01020 | 1.37% |
ZF Commercial Vehicle Control Systems I Ltd INE342J01019 | 1.33% |
TVS Motor Company Ltd INE494B01023 | 1.32% |
Sona BLW Precision Forgings Ltd INE073K01018 | 1.27% |
Gland Pharma Ltd INE068V01023 | 1.26% |
United Breweries Ltd INE686F01025 | 1.25% |
Alkem Laboratories Ltd INE540L01014 | 1.23% |
Max Financial Services Ltd INE180A01020 | 1.18% |
Dr Lal Path Labs Ltd INE600L01024 | 1.16% |
Torrent Power Ltd INE813H01021 | 1.14% |
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) INE466L01038 | 1.13% |
Tube Investments of India Ltd INE974X01010 | 1.09% |
Suzlon Energy Ltd INE040H01021 | 1.07% |
Supreme Industries Ltd INE195A01028 | 1.07% |
Apollo Tyres Ltd INE438A01022 | 1.05% |
APL Apollo Tubes Ltd INE702C01027 | 1.03% |
Colgate Palmolive (India) Ltd INE259A01022 | 0.99% |
IndusInd Bank Ltd INE095A01012 | 0.98% |
Max Healthcare Institute Ltd INE027H01010 | 0.97% |
Motilal Oswal Financial Services Ltd INE338I01027 | 0.97% |
L&T Technology Services Ltd INE010V01017 | 0.96% |
Emami Ltd INE548C01032 | 0.93% |
Mankind Pharma Ltd INE634S01028 | 0.93% |
| Security | % NAV |
|---|---|
Sundaram Liquid Fund - Direct Growth* INF173K01GU0 | 2.16% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Mid Cap Fund Regular Plan - 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 Plan - 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