Sundaram Mid Cap Fund Regular Plan Growth

Risk: Very High
₹ 1307.77
NAV (Jul 25,2024)

Sundaram Mid Cap Fund - Regular Plan - Growth is a well-established mutual fund that focuses on investing in mid-cap companies in India. With a minimum investment requirement of ₹100, the fund has an expense ratio of 1.79% and a lock-in period of 0 years. As of now, the scheme has assets under management worth ₹9,880.34 crores. With a price-to-earnings ratio of 50.04 and a price-to-book ratio of 8.21, this fund aims to deliver long-term growth for its investors.

Sundaram Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    55.77
  • P/B Ratio
    UM_URBAN_MONEY

    9.87
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    0.89
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.73%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 11820.85 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,600.61 (16.01%)₹ 12,355.41 (23.55%)₹ 15,443.76 (54.44%)₹ 19,822.56 (98.23%)₹ 30,605.16 (206.05%)
₹ 30,000₹ 34,801.83 (16.01%)₹ 37,066.23 (23.55%)₹ 46,331.28 (54.44%)₹ 59,467.68 (98.23%)₹ 91,815.48 (206.05%)
₹ 50,000₹ 58,003.05 (16.01%)₹ 61,777.05 (23.55%)₹ 77,218.8 (54.44%)₹ 99,112.8 (98.23%)₹ 1,53,025.8 (206.05%)
₹ 80,000₹ 92,804.88 (16.01%)₹ 98,843.28 (23.55%)₹ 1,23,550.08 (54.44%)₹ 1,58,580.48 (98.23%)₹ 2,44,841.28 (206.05%)
₹ 1,00,000₹ 1,16,006.1 (16.01%)₹ 1,23,554.1 (23.55%)₹ 1,54,437.6 (54.44%)₹ 1,98,225.6 (98.23%)₹ 3,06,051.6 (206.05%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TREPS4.23%
  • Cummins India Ltd4.16%
  • Kalyan Jewellers India Ltd3.54%
  • Tube Investments of India Ltd3.27%
  • Trent Ltd3.03%
  • The Federal Bank Ltd3.00%
  • Coromandel International Ltd2.41%
  • Power Finance Corporation Ltd2.24%
  • Oberoi Realty Ltd2.11%
  • Fortis Health Care Ltd2.09%
  • Indian Bank2.06%
  • Zydus Lifesciences Ltd2.01%
  • Grindwell Norton Ltd1.95%
  • Persistent Systems Ltd1.94%
  • TVS Holdings Ltd1.91%
  • Lupin Ltd1.90%
  • Shriram Finance Ltd1.83%
  • Voltas Ltd1.80%
  • Torrent Power Ltd1.70%
  • Bharat Electronics Ltd1.44%
  • PB Fintech Ltd1.43%
  • Alkem Laboratories Ltd1.39%
  • Jubilant Foodworks Ltd1.36%
  • AU Small Finance Bank Ltd1.33%
  • Jindal Steel & Power Ltd1.33%
  • Max Financial Services Ltd1.32%
  • Max Healthcare Institute Ltd1.28%
  • Delhivery Ltd1.26%
  • Schaeffler India Ltd1.26%
  • Hindustan Petroleum Corporation Ltd1.25%
  • Computer Age Management Services Ltd1.23%
  • Info Edge India Ltd1.22%
  • Chalet Hotels Ltd1.22%
  • ZF Commercial Vehicle Control Systems I Ltd1.20%
  • Container Corporation of India Ltd1.19%
  • Mahindra & Mahindra Financial Services Ltd1.19%
  • Dalmia Cement Bharat Ltd1.14%
  • Polycab India Ltd1.14%
  • United Breweries Ltd1.13%
  • Cholamandalam Financial Holdings Ltd1.13%
  • MphasiS Ltd1.10%
  • Deepak Nitrite Ltd1.09%
  • Cholamandalam Investment and Finance Company Ltd1.06%
  • Union Bank of India1.06%
  • UNO Minda Ltd1.03%
  • Apollo Tyres Ltd1.02%
  • Astral Ltd1.02%
  • Bharat Heavy Electricals Ltd1.02%
  • Coforge Ltd1.02%
  • CG Power and Industrial Solutions Ltd0.97%
  • Aavas Financiers Ltd0.96%
  • TVS Motor Company Ltd0.95%
  • JK Cement Ltd0.94%
  • Supreme Industries Ltd0.91%
  • Hatsun Agro Product Ltd0.87%
  • Gujarat State Petronet Ltd0.85%
  • REC Ltd0.79%
  • Laurus Labs Ltd0.76%
  • Devyani international limited0.72%
  • Kajaria Ceramics Ltd0.70%
  • Biocon Ltd0.67%
  • PI Industries Ltd0.66%
  • Sona BLW Precision Forgings Ltd0.60%
  • APL Apollo Tubes Ltd0.53%
  • Dr Lal Path Labs Ltd0.52%
  • Kansai Nerolac Paints Ltd0.49%
  • Navin Fluorine International Ltd0.48%
  • Sundaram Liquid Fund Direct Growth0.42%
  • Tata Elxsi Ltd0.40%
  • BSE Ltd0.38%
  • Amber Enterprises India Ltd0.38%
  • Marico Ltd0.34%
  • Sanofi India Ltd0.33%
  • The Indian Hotels Company Ltd0.32%
  • Bharti Hexacom Ltd0.31%
  • Indus Towers Ltd Prev Bharti Infratel Ltd0.22%
  • Sanofi Consumer Healthcare India Ltd0.19%
  • Prestige Estates Projects Ltd0.14%
  • Gujarat Gas Co Ltd0.13%
  • Cash and Other Net Current Assets0.03%
  • Sundaram Clayton Ltd Preference Share Aug0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

33.40%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

28.42%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.90%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.60%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

22.89%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

19.86%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.91%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.92%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

16.31%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

75.30%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

61.69%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

50.11%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

43.07%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.46%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

30.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

30.15%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.70%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

25.06%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

24.46%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.06%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

21.58%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.49%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.82%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

34.03%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.11%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

27.86%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

Show all Funds

Fund Managers

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

RV

Mr. Ratish VarierFund Manager

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Sundaram Mid Cap Fund - Regular Plan - Growth

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Axis Midcap Fund - Regular Plan - Growth

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Franklin India Prima Fund - Growth

Sundaram Mid Cap Fund - Regular Plan - Growth

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Union Midcap Fund - Regular Plan - Growth

Sundaram Mid Cap Fund - Regular Plan - Growth

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ICICI Prudential Midcap Fund - Growth

FAQ's

What is the risk level associated with the Sundaram Mid Cap Fund - Regular Plan - Growth?

The Sundaram Mid Cap Fund - Regular Plan - Growth is categorized as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Mid Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Sundaram Mid Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 1307.77.

What are the returns generated by the Sundaram Mid Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Sundaram Mid Cap Fund - Regular Plan - Growth has delivered impressive returns, with 57.32% over 1 year, 26.33% over 3 years, and 20.72% over 5 years.

What is the expense ratio associated with the Sundaram Mid Cap Fund - Regular Plan - Growth?

The Sundaram Mid Cap Fund - Regular Plan - Growth has an expense ratio of 1.76%, which refers to the percentage of a fund's assets used to cover operating expenses such as management fees and administrative costs.

What is the minimum investment amount required for the Sundaram Mid Cap Fund - Regular Plan - Growth?

The minimum investment amount for the Sundaram Mid Cap Fund - Regular Plan - Growth is INR 100.

Is there a systematic investment plan (SIP) available for the Sundaram Mid Cap Fund - Regular Plan - Growth?

Yes, SIP is available for Sundaram Mid Cap Fund - Regular Plan - Growth with a minimum investment of INR 100 per month.

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