Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 16 Mar 2026)

₹ 1303.57
-8.94%

Sundaram Mid Cap Reg-G

Invest now

Performance

22.65%3y Returns

-0.65% 1D Returns

Investment details

  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    1.73%
  • 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

    ₹ 13,236 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 %
Indus Towers Ltd 1.35%
Tube Investments Of India Ltd 1.07%
Dalmia Bharat Ltd 0.59%
Sona BLW Precision Forgings Ltd 1.26%
Mahindra & Mahindra Financial Services Ltd 3.25%
Mankind Pharma Ltd 0.88%
Fractal Analytics Ltd 0.53%
PB Fintech Ltd 1.66%
United Breweries Ltd 1.23%
Net Payables -0.01%
360 One Wam Ltd 1.18%
FSN E-Commerce Ventures Ltd 0.35%
L&T Technology Services Ltd 0.97%
NHPC Ltd 0.77%
BSE Ltd 1.93%
Marico Ltd 2.02%
Devyani International Ltd 0.67%
Swiggy Ltd 0.55%
PI Industries Ltd 0.6%
Procter & Gamble Hygiene & Health Care Ltd 0.87%
Motilal Oswal Financial Services Ltd 1.0%
Max Financial Services Ltd 1.07%
UNO Minda Ltd 0.92%
Indegene Ltd 0.59%
Billionbrains Garage Ventures Ltd 0.39%
Bharti Hexacom Ltd 0.71%
Repo 2.37%
Dr. Lal Pathlabs Ltd 1.12%
Kalyan Jewellers India Ltd 2.09%
JK Cement Ltd 1.42%
Alkem Laboratories Ltd 1.17%
Premier Energies Ltd 0.61%
IDFC First Bank Ltd 2.13%
Max Healthcare Institute Ltd 0.99%
Delhivery Ltd 1.64%
Others EMM 0.49%
Sundaram Liquid Direct-G 0.42%
Gland Pharma Ltd 1.2%
Amber Enterprises India Ltd 0.87%
Polycab India Ltd 1.83%
Jindal Steel Ltd 2.09%
Dixon Technologies (India) Ltd 1.5%
Supreme Industries Ltd 0.92%
ZF Commercial Vehicle Control Systems India Ltd 1.48%
Indian Bank 2.14%
TVS Holdings Ltd 1.71%
AU Small Finance Bank Ltd 1.5%
Info Edge (India) Ltd 0.65%
Coromandel International Ltd 2.69%
APL Apollo Tubes Ltd 1.07%
Zydus Lifesciences Ltd 0.21%
The Federal Bank Ltd 2.36%
Gujarat State Petronet Ltd 0.74%
Torrent Power Ltd 1.23%
Oberoi Realty Ltd 0.79%
Prestige Estates Projects Ltd 0.97%
Bharat Electronics Ltd 1.69%
Cummins India Ltd 4.03%
Colgate-Palmolive (India) Ltd 1.15%
LIC Housing Finance Ltd 1.08%
Hindustan Petroleum Corporation Ltd 2.08%
Shriram Finance Ltd 0.08%
Berger Paints India Ltd 0.39%
Indusind Bank Ltd 1.1%
Lupin Ltd 1.83%
Emami Ltd 0.97%
Apollo Tyres Ltd 1.04%
GE Vernova T&D India Ltd 3.38%
Crisil Ltd 0.36%
Grindwell Norton Ltd 0.64%
Chalet Hotels Ltd 0.84%
TVS Motor Company Ltd 1.36%
Jubilant FoodWorks Ltd 1.65%
Schaeffler India Ltd 0.83%
Deepak Nitrite Ltd 0.82%
Persistent Systems Ltd 1.43%
Fortis Healthcare Ltd 1.93%
Coforge Ltd 1.64%
The Phoenix Mills Ltd 1.77%
Suzlon Energy Ltd 1.04%
Jubilant FoodWorks Ltd Futures 03/2026 0.09%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 0.01%
Sectors
Company Allocation %
Others 2.85%
Automobile 8.85%
Construction 3.53%
Consumer Staples 6.24%
Materials 3.32%
Financial 17.28%
Capital Goods 14.30%
Consumer Discretionary 2.96%
Chemicals 4.11%
Services 10.39%
Energy 5.43%
Technology 4.57%
Unclassified 0.42%
Metals & Mining 3.80%
Healthcare 9.92%
Communication 2.06%

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

    ₹ 28,054 Cr
  • Highest Return

    22.65%
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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