Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 17 Dec 2025)

₹ 1408.63
-2.63%

Sundaram Mid Cap Reg-G

Invest now

Performance

23.04%3y Returns

-0.53% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.72%
  • 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

    ₹ 13,345 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 %
Sundaram Liquid Direct-G 2.29%
Jubilant FoodWorks Ltd 1.9%
Shriram Finance Ltd 0.17%
Torrent Power Ltd 1.02%
L&T Technology Services Ltd 1.19%
Bharti Hexacom Ltd 0.77%
Max Healthcare Institute Ltd 1.31%
United Breweries Ltd 1.29%
Devyani International Ltd 0.7%
Dixon Technologies (India) Ltd 0.91%
SKF India Ltd 0.19%
Gland Pharma Ltd 0.84%
Mankind Pharma Ltd 0.87%
Polycab India Ltd 1.47%
Coforge Ltd 2.18%
Persistent Systems Ltd 1.84%
Kalyan Jewellers India Ltd 2.14%
Oberoi Realty Ltd 0.8%
Prestige Estates Projects Ltd 0.97%
Amber Enterprises India Ltd 0.74%
Indus Towers Ltd 1.35%
FSN E-Commerce Ventures Ltd 0.87%
Indegene Ltd 0.51%
PB Fintech Ltd 2.0%
TVS Motor Company Ltd 1.23%
BSE Ltd 2.06%
360 One Wam Ltd 1.22%
AU Small Finance Bank Ltd 1.52%
TVS Holdings Ltd 1.61%
Supreme Industries Ltd 0.88%
Suzlon Energy Ltd 1.01%
SKF India (Industrial) Ltd 0.27%
GE Vernova T&D India Ltd 2.5%
Cummins India Ltd 4.15%
Sona BLW Precision Forgings Ltd 1.2%
Billionbrains Garage Ventures Ltd 0.67%
ZF Commercial Vehicle Control Systems India Ltd 1.28%
Cash/Net Current Assets 0.3%
Alkem Laboratories Ltd 1.17%
Coromandel International Ltd 3.09%
Crisil Ltd 0.52%
Repo 3.14%
Delhivery Ltd 1.51%
Dalmia Bharat Ltd 0.59%
Dr. Lal Pathlabs Ltd 1.19%
IDFC First Bank Ltd 2.28%
Zydus Lifesciences Ltd 0.31%
Indusind Bank Ltd 0.25%
Fortis Healthcare Ltd 2.47%
PI Industries Ltd 0.65%
Berger Paints India Ltd 0.05%
Motilal Oswal Financial Services Ltd 1.07%
APL Apollo Tubes Ltd 0.81%
Jindal Steel Ltd 1.86%
Schaeffler India Ltd 0.76%
The Federal Bank Ltd 2.29%
NHPC Ltd 0.75%
Deepak Nitrite Ltd 0.8%
UNO Minda Ltd 1.03%
Max Financial Services Ltd 1.0%
Emami Ltd 0.84%
Hindustan Petroleum Corporation Ltd 2.11%
JK Cement Ltd 1.65%
Mahindra & Mahindra Financial Services Ltd 3.3%
The Phoenix Mills Ltd 1.94%
Indian Bank 2.01%
Lupin Ltd 1.66%
Procter & Gamble Hygiene & Health Care Ltd 0.91%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 0.01%
Colgate-Palmolive (India) Ltd 1.09%
Grindwell Norton Ltd 0.6%
Gujarat State Petronet Ltd 0.55%
Info Edge (India) Ltd 0.37%
Marico Ltd 1.97%
Bharat Electronics Ltd 1.55%
Chalet Hotels Ltd 1.24%
Apollo Tyres Ltd 1.23%
Escorts Kubota Ltd 0.02%
LIC Housing Finance Ltd 1.09%
Sectors
Company Allocation %
Others 3.44%
Construction 3.71%
Automobile 7.61%
Consumer Staples 6.10%
Materials 3.17%
Financial 16.87%
Capital Goods 12.81%
Consumer Discretionary 2.88%
Chemicals 4.54%
Services 11.17%
Energy 4.43%
Unclassified 2.29%
Technology 5.21%
Metals & Mining 3.27%
Healthcare 10.33%
Communication 2.12%

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

Contact Information

Address:

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.

  • Funds Offered

    7
  • AUM

    ₹ 27,609 Cr
  • Highest Return

    23.04%
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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