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 Apr 2025)

₹ 1279.1

3.56%

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Sundaram Mid Cap Reg-G

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Performance

22.38%3y Returns

0.23% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.74%
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

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Fund size

₹ 11,333 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	4.01%
ACC Ltd	1.22%
Apollo Tyres Ltd	1.57%
GE Vernova T&D India Ltd	1.65%
Astral Ltd	1.01%
Bharat Electronics Ltd	1.5%
Bharat Forge Ltd	1.04%
Bharat Heavy Electricals Ltd	0.85%
APL Apollo Tubes Ltd	0.85%
Zydus Lifesciences Ltd	0.88%
Chalet Hotels Ltd	1.35%
Coromandel International Ltd	3.06%
Cummins India Ltd	3.42%
Deepak Nitrite Ltd	1.04%
Emami Ltd	0.35%
Schaeffler India Ltd	0.88%
The Federal Bank Ltd	3.27%
Fortis Healthcare Ltd	2.39%
Grindwell Norton Ltd	1.04%
Gujarat State Petronet Ltd	0.62%
Hindustan Petroleum Corporation Ltd	1.91%
Indian Bank	2.05%
The Indian Hotels Company Ltd	0.42%
Info Edge (India) Ltd	1.36%
Jindal Steel & Power Ltd	1.61%
JK Cement Ltd	1.67%
Kajaria Ceramics Ltd	0.14%
LIC Housing Finance Ltd	1.0%
Lupin Ltd	2.42%
Mahindra & Mahindra Financial Services Ltd	2.15%
Marico Ltd	2.07%
Max Financial Services Ltd	0.79%
UNO Minda Ltd	0.86%
Mphasis Ltd	1.36%
Coforge Ltd	1.46%
Navin Fluorine International Ltd	0.13%
PI Industries Ltd	0.87%
The Phoenix Mills Ltd	1.36%
Power Finance Corporation Ltd	0.58%
Shriram Finance Ltd	0.99%
TVS Holdings Ltd	1.2%
Supreme Industries Ltd	0.93%
Suzlon Energy Ltd	0.27%
TVS Motor Company Ltd	0.99%
Tata Elxsi Ltd	0.48%
Torrent Power Ltd	1.31%
Trent Ltd	1.46%
Union Bank of India	1.39%
United Breweries Ltd	1.69%
Voltas Ltd	0.56%
ZF Commercial Vehicle Control Systems India Ltd	1.07%
Jubilant FoodWorks Ltd	1.57%
Persistent Systems Ltd	2.36%
Oberoi Realty Ltd	1.37%
Prestige Estates Projects Ltd	0.88%
AU Small Finance Bank Ltd	1.04%
Indus Towers Ltd	1.5%
Cash/Net Current Assets	0.1%
Alkem Laboratories Ltd	1.62%
Gujarat Gas Ltd	0.12%
Crompton Greaves Consumer Electricals Ltd	0.93%
BSE Ltd	1.35%
Dr. Lal Pathlabs Ltd	1.12%
ICICI Prudential Life Insurance Company Ltd	0.97%
Tube Investments Of India Ltd	0.57%
Dixon Technologies (India) Ltd	0.28%
Amber Enterprises India Ltd	0.8%
Bharti Hexacom Ltd	0.72%
Polycab India Ltd	1.08%
Max Healthcare Institute Ltd	1.5%
Computer Age Management Services Ltd	0.95%
Kalyan Jewellers India Ltd	2.48%
Sona BLW Precision Forgings Ltd	0.65%
Devyani International Ltd	0.84%
PB Fintech Ltd	1.69%
Delhivery Ltd	1.22%
Mankind Pharma Ltd	0.9%
Ola Electric Mobility Ltd	0.48%
Repo	2.37%

Sectors

Company	Allocation %
Others	2.47%
Automobile	8.43%
Construction	3.61%
Consumer Staples	4.11%
Materials	4.97%
Financial	13.26%
Capital Goods	9.93%
Consumer Discretionary	4.77%
Chemicals	5.10%
Services	12.21%
Energy	3.96%
Unclassified	4.01%
Technology	5.66%
Insurance	0.97%
Metals & Mining	3.50%
Healthcare	10.83%
Communication	2.22%

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

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 64,176 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

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S Bharath

Funds Offered

7
AUM

₹ 22,559 Cr
Highest Return

22.38%

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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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 ₹ 1279.0995

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

The expense ratio of Sundaram Mid Cap Reg-G is 1.74%

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.

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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 22.38% per annum and 5-year return is 29.2% per annum. Check the return performance in detail on the page.