Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 29 Jun 2026)

₹ 1456.28

0.98%

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Sundaram Mid Cap Reg-G

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Performance

21.16%3y Returns

-0.33% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.7%
Exit load

1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 13,687 Cr
Plan

REGULAR
Launch date

24 Jun 2002
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF903J01173

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Alkem Laboratories Ltd	1.11%
Emami Ltd	0.82%
Tube Investments Of India Ltd	1.5%
Kalyan Jewellers India Ltd	1.75%
Indus Towers Ltd	0.71%
IDFC First Bank Ltd	1.99%
Max Healthcare Institute Ltd	0.85%
One 97 Communications Ltd	0.91%
BSE Ltd	2.86%
Amber Enterprises India Ltd	1.16%
Devyani International Ltd	0.58%
Fractal Analytics Ltd	0.7%
Chalet Hotels Ltd	0.64%
Dr. Lal Pathlabs Ltd	1.23%
Bharti Hexacom Ltd	0.64%
Gland Pharma Ltd	1.45%
Delhivery Ltd	1.57%
Deepak Nitrite Ltd	0.84%
Sundaram Liquid Direct-G	0.42%
Billionbrains Garage Ventures Ltd	0.81%
Berger Paints India Ltd	0.41%
L&T Technology Services Ltd	0.92%
Nippon Life India Asset Management Ltd	0.85%
Cummins India Ltd	3.22%
Colgate-Palmolive (India) Ltd	0.96%
Coromandel International Ltd	2.1%
FSN E-Commerce Ventures Ltd	1.26%
PB Fintech Ltd	1.82%
Polycab India Ltd	1.9%
360 One Wam Ltd	1.65%
Repo	2.57%
Indegene Ltd	0.6%
Dixon Technologies (India) Ltd	1.09%
LG Electronics India Ltd Equity	0.91%
National Aluminium Company Ltd	0.75%
Sona BLW Precision Forgings Ltd	1.38%
Premier Energies Ltd	0.79%
Suzlon Energy Ltd	2.09%
Prestige Estates Projects Ltd	0.92%
Fortis Healthcare Ltd	1.83%
Jubilant FoodWorks Ltd	1.38%
Lupin Ltd	1.79%
Cash/Net Current Assets	0.24%
Marico Ltd	1.98%
NHPC Ltd	0.63%
Swiggy Ltd	0.66%
Jindal Steel Ltd	1.87%
Radico Khaitan Ltd	0.59%
TVS Motor Company Ltd	1.14%
TVS Holdings Ltd	1.43%
Supreme Industries Ltd	0.88%
Oberoi Realty Ltd	0.37%
ZF Commercial Vehicle Control Systems India Ltd	1.24%
Info Edge (India) Ltd	0.61%
JK Cement Ltd	1.26%
Coforge Ltd	1.82%
Kirloskar Oil Engines Ltd	0.7%
Persistent Systems Ltd	1.37%
Indian Bank	1.22%
Mahindra & Mahindra Financial Services Ltd	2.55%
Motilal Oswal Financial Services Ltd	1.17%
Mankind Pharma Ltd	1.04%
Torrent Power Ltd	1.22%
AU Small Finance Bank Ltd	1.55%
UNO Minda Ltd	0.78%
Grindwell Norton Ltd	0.69%
JSW Energy Ltd	1.18%
PI Industries Ltd	0.52%
JSW Infrastructure Ltd	0.17%
Indusind Bank Ltd	1.04%
Thermax Ltd	1.61%
Hindustan Petroleum Corporation Ltd	1.38%
Max Financial Services Ltd	2.21%
Procter & Gamble Hygiene & Health Care Ltd	0.67%
APL Apollo Tubes Ltd	0.8%
GE Vernova T&D India Ltd	3.39%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026	0.01%
Schaeffler India Ltd	0.76%
Bharat Electronics Ltd	1.51%
The Federal Bank Ltd	2.2%
The Phoenix Mills Ltd	1.81%

Sectors

Company	Allocation %
Others	2.81%
Automobile	7.48%
Construction	3.10%
Consumer Staples	5.02%
Materials	2.55%
Financial	17.24%
Capital Goods	17.45%
Consumer Discretionary	3.82%
Chemicals	3.46%
Services	12.46%
Energy	4.02%
Technology	4.81%
Unclassified	0.42%
Metals & Mining	4.11%
Healthcare	9.90%
Communication	1.35%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 77,871 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

View All Mutual Funds

S Bharath

Funds Offered

7
AUM

₹ 28,857 Cr
Highest Return

21.16%

About

S Bharath Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP amount

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Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Sundaram Mid Cap Reg-G?

The current NAV of Sundaram Mid Cap Reg-G is ₹ 1456.2792

How much does Sundaram Mid Cap Reg-G charge as expense ratio?

The expense ratio of Sundaram Mid Cap Reg-G is 1.7%

How to Redeem Sundaram Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of Sundaram Mid Cap Reg-G?

For Sundaram Mid Cap Reg-G, 3-year return is 21.16% per annum and 5-year return is 18.18% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Mid Cap Reg-G?

The lock-in-period of Sundaram Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Sundaram Mid Cap Reg-G

₹ 1456.28

0.98%

Sundaram Mid Cap Reg-G

Performance

21.16%3y Returns

Investment details

₹ 100

₹ 100

0

1.7%

1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

₹ 13,687 Cr

REGULAR

24 Jun 2002

OPEN

NIFTY Midcap 150 Total Return Index

INF903J01173

Fund allocation

Risk Associated

Very High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 77,871 Cr

About

Fund Manager

S Bharath

7

₹ 28,857 Cr

21.16%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Mid Cap Reg-G?

How much does Sundaram Mid Cap Reg-G charge as expense ratio?

How to Redeem Sundaram Mid Cap Reg-G Regular Growth?

What are the steps to invest in Sundaram Mid Cap Reg-G?

Can I invest in Sundaram Mid Cap Reg-G through both SIP and lump sum?

What is the return of Sundaram Mid Cap Reg-G?

What is the lock-in period in Sundaram Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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