Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 22 May 2025)

₹ 1324.57
3.68%

Sundaram Mid Cap Reg-G

Invest now

Performance

27.07%3y Returns

-0.23% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.76%
  • 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

    ₹ 11,690 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 %
Repo 7.96%
Sundaram Liquid Direct-G 0.46%
Bharti Hexacom Ltd 0.8%
Polycab India Ltd 1.13%
Max Healthcare Institute Ltd 1.46%
Computer Age Management Services Ltd 0.96%
Kalyan Jewellers India Ltd 2.66%
Sona BLW Precision Forgings Ltd 0.65%
Devyani International Ltd 1.01%
FSN E-Commerce Ventures Ltd 0.58%
PB Fintech Ltd 1.67%
Delhivery Ltd 1.42%
Mankind Pharma Ltd 0.94%
Ola Electric Mobility Ltd 0.42%
ACC Ltd 1.15%
Apollo Tyres Ltd 1.68%
GE Vernova T&D India Ltd 1.58%
Astral Ltd 1.02%
Bharat Electronics Ltd 1.44%
Bharat Heavy Electricals Ltd 0.87%
APL Apollo Tubes Ltd 0.87%
Zydus Lifesciences Ltd 0.85%
Chalet Hotels Ltd 1.26%
Coromandel International Ltd 3.31%
Cummins India Ltd 3.15%
Deepak Nitrite Ltd 0.98%
Emami Ltd 0.37%
Schaeffler India Ltd 0.77%
The Federal Bank Ltd 3.24%
Fortis Healthcare Ltd 2.27%
Grindwell Norton Ltd 0.71%
Gujarat State Petronet Ltd 0.67%
Hindustan Petroleum Corporation Ltd 1.94%
Indian Bank 1.98%
The Indian Hotels Company Ltd 0.41%
Jindal Steel & Power Ltd 1.77%
JK Cement Ltd 1.68%
Kajaria Ceramics Ltd 0.13%
LIC Housing Finance Ltd 1.25%
Lupin Ltd 2.42%
Mahindra & Mahindra Financial Services Ltd 2.03%
Marico Ltd 2.19%
Max Financial Services Ltd 0.87%
UNO Minda Ltd 0.85%
Mphasis Ltd 0.38%
Coforge Ltd 1.53%
PI Industries Ltd 0.79%
The Phoenix Mills Ltd 1.7%
Shriram Finance Ltd 0.9%
TVS Holdings Ltd 1.23%
Supreme Industries Ltd 1.18%
Suzlon Energy Ltd 0.26%
TVS Motor Company Ltd 1.06%
Torrent Power Ltd 1.32%
Trent Ltd 0.78%
Union Bank of India 1.29%
United Breweries Ltd 1.77%
Voltas Ltd 0.46%
ZF Commercial Vehicle Control Systems India Ltd 1.0%
Jubilant FoodWorks Ltd 1.64%
Persistent Systems Ltd 2.21%
Oberoi Realty Ltd 1.04%
Prestige Estates Projects Ltd 0.99%
AU Small Finance Bank Ltd 1.17%
Indus Towers Ltd 1.77%
Cash/Net Current Assets 0.5%
Alkem Laboratories Ltd 1.68%
Gujarat Gas Ltd 0.12%
Crompton Greaves Consumer Electricals Ltd 0.96%
BSE Ltd 1.52%
L&T Technology Services Ltd 0.98%
Dr. Lal Pathlabs Ltd 1.22%
ICICI Prudential Life Insurance Company Ltd 1.03%
Tube Investments Of India Ltd 0.58%
Dixon Technologies (India) Ltd 0.4%
Amber Enterprises India Ltd 0.66%
Sectors
Company Allocation %
Others 8.46%
Automobile 7.47%
Construction 3.73%
Consumer Staples 4.33%
Materials 5.16%
Financial 12.73%
Capital Goods 9.60%
Consumer Discretionary 4.74%
Chemicals 5.08%
Services 11.25%
Energy 4.05%
Unclassified 0.46%
Technology 5.10%
Insurance 1.03%
Metals & Mining 3.35%
Healthcare 10.84%
Communication 2.57%

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

    ₹ 23,451 Cr
  • Highest Return

    27.07%
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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