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| NAV: 23 Apr 2025 | ₹1,287.84 |
| Min. SIP amount | Not Supported |
| Rating | 4 |
| Fund size | ₹11,332.71Cr |
Holdings (77)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 4.01% |
Cummins India Ltd. | Capital Goods | Equity | 3.42% |
The Federal Bank Ltd. | Financial | Equity | 3.27% |
Coromandel International Ltd. | Chemicals | Equity | 3.06% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.48% |
Lupin Ltd. | Healthcare | Equity | 2.42% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.39% |
Persistent Systems Ltd. | Technology | Equity | 2.36% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.15% |
Marico Ltd. | Consumer Staples | Equity | 2.07% |
Indian Bank | Financial | Equity | 2.05% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.91% |
PB Fintech Ltd. | Services | Equity | 1.69% |
United Breweries Ltd. | Consumer Staples | Equity | 1.69% |
JK Cement Ltd. | Construction | Equity | 1.67% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.65% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.62% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 1.61% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.57% |
Apollo Tyres Ltd. | Automobile | Equity | 1.57% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.50% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.50% |
Indus Towers Ltd. | Communication | Equity | 1.50% |
Trent Ltd. | Services | Equity | 1.46% |
Coforge Ltd. | Technology | Equity | 1.46% |
Union Bank of India | Financial | Equity | 1.39% |
Oberoi Realty Ltd. | Construction | Equity | 1.37% |
Info Edge (India) Ltd. | Services | Equity | 1.36% |
Mphasis Ltd. | Technology | Equity | 1.36% |
The Phoenix Mills Ltd. | Construction | Equity | 1.36% |
BSE Ltd. | Services | Equity | 1.35% |
Chalet Hotels Ltd. | Services | Equity | 1.35% |
Torrent Power Ltd. | Energy | Equity | 1.31% |
Delhivery Ltd. | Services | Equity | 1.22% |
ACC Ltd. | Construction | Equity | 1.22% |
TVS Holdings Ltd. | Automobile | Equity | 1.20% |
Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.12% |
Polycab India Ltd. | Capital Goods | Equity | 1.08% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.07% |
Bharat Forge Ltd. | Automobile | Equity | 1.04% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 1.04% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.04% |
Deepak Nitrite Ltd. | Chemicals | Equity | 1.04% |
Astral Ltd. | Chemicals | Equity | 1.01% |
LIC Housing Finance Ltd. | Financial | Equity | 1.00% |
TVS Motor Company Ltd. | Automobile | Equity | 0.99% |
Shriram Finance Ltd | Financial | Equity | 0.99% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.97% |
Computer Age Management Services Ltd. | Services | Equity | 0.95% |
Supreme Industries Ltd. | Chemicals | Equity | 0.93% |
Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.93% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.90% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.88% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.88% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.88% |
PI Industries Ltd. | Chemicals | Equity | 0.87% |
UNO Minda Ltd. | Automobile | Equity | 0.86% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.85% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.85% |
Devyani International Ltd. | Services | Equity | 0.84% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.80% |
Max Financial Services Ltd. | Financial | Equity | 0.79% |
Bharti Hexacom Ltd. | Communication | Equity | 0.72% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.65% |
Gujarat State Petronet Ltd. | Energy | Equity | 0.62% |
Power Finance Corporation Ltd. | Financial | Equity | 0.58% |
Tube Investments Of India Ltd. | Automobile | Equity | 0.57% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.56% |
Tata Elxsi Ltd. | Technology | Equity | 0.48% |
Ola Electric Mobility Ltd. | Automobile | Equity | 0.48% |
The Indian Hotels Company Ltd. | Services | Equity | 0.42% |
Emami Ltd. | Consumer Staples | Equity | 0.35% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.28% |
Suzlon Energy Ltd. | Capital Goods | Equity | 0.27% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.14% |
Navin Fluorine International Ltd. | Chemicals | Equity | 0.13% |
Gujarat Gas Ltd. | Energy | Equity | 0.12% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 14.9% | 22.5% | 29.7% | 23.8% |
| Category average | 10.4% | 19.6% | 30.2% | NA |
| Rank with in category | 6 | 8 | 18 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Regular Growth | 5 | 14.9% | 27.0% | 26,028.34 |
HDFC Mid Cap Opportunities Fund Regular Growth | 5 | 12.3% | 24.5% | 72,610.08 |
Nippon India Growth Fund Growth | 4 | 15.3% | 24.0% | 33,174.74 |
Sundaram Mid Cap Fund Regular Growth | 4 | 14.9% | 22.5% | 11,332.71 |
Quant Mid Cap Fund Growth | 4 | -3.3% | 18.6% | 8,355.95 |
Expense ratio, exit load and tax
Expense ratio: 1.74%
Inclusive of GST
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Bharath S.Feb 2021 - PresentView details
Bharath S.
Feb 2021 - Present
View details
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.
Also manages these schemes
Ratish VarierFeb 2021 - PresentView details
Ratish Varier
Feb 2021 - Present
View details
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.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comCompare funds
Sundaram Mid Cap Fund Regular Growth
VS
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