Sundaram Mid Cap Fund Regular Plan - Growth
NAV as on 07-07-2025
₹ 1390.0573
₹
-0.95
(
-0.0686%)
AUM as on 30-05-2025
12,345.38 Cr
Rtn (Since Inception)
24.02%
Sundaram Mid Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 01-07-2002 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Midcap 150 TRI |
| TER: | 1.75% As on (31-05-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 12,345.38 Cr As on (30-05-2025) |
| Turn over: | 40 |
| Exit Load: | "If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No exit Load if more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged" |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Sundaram MidCap Gr | 01-07-2002 | 6.35 | 29.34 | 28.38 | 28.54 | 14.82 |
| Invesco India MidCap Gr | 19-04-2007 | 14.37 | 33.55 | 31.33 | 30.09 | 17.67 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 9.36 | 29.59 | 0.0 | 0.0 | 0.0 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 7.48 | 32.84 | 29.89 | 32.76 | 17.87 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 7.29 | 28.09 | 31.4 | 32.13 | 17.88 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 6.81 | 33.36 | 32.73 | 35.85 | 17.36 |
| Nippon India Growth Fund Gr Gr | 05-10-1995 | 5.6 | 29.73 | 29.5 | 32.27 | 17.58 |
| Franklin India Prima Fund Gr | 01-12-1993 | 5.59 | 28.16 | 27.58 | 26.78 | 15.25 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 4.42 | 27.29 | 25.96 | 29.87 | 17.72 |
| ICICI Pru MidCap Gr | 10-10-2004 | 3.73 | 29.84 | 25.86 | 29.68 | 15.4 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Installment Amount
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