Sundaram Mid Cap Fund Regular Growth

Equity
Mid Cap
Very High Risk
25.65%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2024₹1,372.46
Min. SIP amountNot Supported
Rating3
Fund size₹13,129.32Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns33.8%25.6%24.9%24.6%
Category average28.9%22.6%26.6%NA
Rank with in category8519NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
53.7%35.2%18,604.02
4
29.3%26.6%35,208.97
5
20.2%23.7%9,500.70
4
34.7%23.5%52,626.72
4
21.2%19.4%22,338.38

Holdings (81)

NameSectorInstrumentAssets
Consumer DiscretionaryEquity3.55%
Capital GoodsEquity3.45%
FinancialEquity3.39%
ServicesEquity2.83%
ChemicalsEquity2.52%
Sundaram Liquid Direct-Growth
NAMutual Fund2.43%
HealthcareEquity2.41%
TechnologyEquity2.30%
HealthcareEquity2.29%
ConstructionEquity2.24%
FinancialEquity2.11%
AutomobileEquity1.98%
ServicesEquity1.85%
FinancialEquity1.77%
Consumer StaplesEquity1.56%
HealthcareEquity1.50%
HealthcareEquity1.49%
EnergyEquity1.49%
Capital GoodsEquity1.46%
ServicesEquity1.43%
ServicesEquity1.43%
AutomobileEquity1.41%
ServicesEquity1.41%
Capital GoodsEquity1.39%
Consumer StaplesEquity1.35%
ConstructionEquity1.32%
FinancialEquity1.32%
ServicesEquity1.28%
FinancialEquity1.27%
TechnologyEquity1.27%
ServicesEquity1.25%
ServicesEquity1.24%
Capital GoodsEquity1.23%
AutomobileEquity1.23%
HealthcareEquity1.22%
FinancialEquity1.21%
FinancialEquity1.21%
EnergyEquity1.20%
CommunicationEquity1.18%
Metals & MiningEquity1.17%
ChemicalsEquity1.14%
TechnologyEquity1.11%
FinancialEquity1.01%
Metals & MiningEquity0.96%
AutomobileEquity0.95%
AutomobileEquity0.91%
Capital GoodsEquity0.90%
Consumer StaplesEquity0.87%
Consumer DiscretionaryEquity0.86%
ConstructionEquity0.83%
ChemicalsEquity0.83%
FinancialEquity0.82%
ConstructionEquity0.81%
Capital GoodsEquity0.81%
FinancialEquity0.80%
AutomobileEquity0.80%
HealthcareEquity0.76%
FinancialEquity0.75%
InsuranceEquity0.75%
ChemicalsEquity0.73%
FinancialEquity0.71%
ServicesEquity0.68%
EnergyEquity0.68%
ServicesEquity0.68%
ChemicalsEquity0.68%
AutomobileEquity0.63%
AutomobileEquity0.57%
Consumer DiscretionaryEquity0.57%
Metals & MiningEquity0.49%
ChemicalsEquity0.48%
TechnologyEquity0.44%
ChemicalsEquity0.39%
ServicesEquity0.39%
CommunicationEquity0.36%
AutomobileEquity0.36%
HealthcareEquity0.32%
HealthcareEquity0.31%
ConstructionEquity0.28%
Capital GoodsEquity0.27%
EnergyEquity0.12%
Consumer DiscretionaryEquity0.05%
See All

Expense ratio, exit load and tax

Expense ratio: 1.73%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Bharath S.
Feb 2021 - Present
View 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
NA
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,

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