Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 13 Jun 2025)

₹ 1355.48

4.42%

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Sundaram Mid Cap Reg-G

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Performance

29.33%3y Returns

-0.34% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.75%
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

₹ 12,344 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 %
Kalyan Jewellers India Ltd	2.73%
Mankind Pharma Ltd	0.93%
Jindal Steel & Power Ltd	1.78%
JK Cement Ltd	1.71%
AU Small Finance Bank Ltd	1.12%
L&T Technology Services Ltd	1.01%
The Federal Bank Ltd	3.15%
Fortis Healthcare Ltd	2.22%
GE Vernova T&D India Ltd	2.14%
Torrent Power Ltd	1.11%
Trent Ltd	0.65%
Bharti Hexacom Ltd	0.87%
Deepak Nitrite Ltd	0.97%
LIC Housing Finance Ltd	1.25%
Grindwell Norton Ltd	0.68%
Gujarat State Petronet Ltd	0.64%
Emami Ltd	0.39%
TVS Holdings Ltd	1.52%
Supreme Industries Ltd	1.31%
Suzlon Energy Ltd	0.31%
Shriram Finance Ltd	0.89%
Hindustan Petroleum Corporation Ltd	2.05%
ICICI Prudential Life Insurance Company Ltd	0.99%
ACC Ltd	1.18%
APL Apollo Tubes Ltd	0.93%
PI Industries Ltd	0.79%
Apollo Tyres Ltd	1.58%
Bharat Electronics Ltd	1.67%
Bharat Heavy Electricals Ltd	0.81%
Zydus Lifesciences Ltd	0.85%
Chalet Hotels Ltd	1.39%
Indus Towers Ltd	1.58%
Repo	6.45%
Coromandel International Ltd	3.21%
Cummins India Ltd	3.42%
Computer Age Management Services Ltd	0.93%
FSN E-Commerce Ventures Ltd	0.77%
PB Fintech Ltd	1.72%
Oberoi Realty Ltd	1.01%
Prestige Estates Projects Ltd	1.0%
Polycab India Ltd	1.16%
Schaeffler India Ltd	0.88%
Lupin Ltd	2.22%
Mahindra & Mahindra Financial Services Ltd	1.98%
Max Healthcare Institute Ltd	1.42%
Sundaram Liquid Direct-G	0.43%
Mahindra & Mahindra Financial Services Ltd Rights	0.06%
Astral Ltd	1.07%
Indian Bank	2.01%
The Indian Hotels Company Ltd	0.38%
Dr. Lal Pathlabs Ltd	1.16%
Marico Ltd	2.09%
Voltas Ltd	0.45%
ZF Commercial Vehicle Control Systems India Ltd	1.01%
Ola Electric Mobility Ltd	0.42%
Amber Enterprises India Ltd	0.76%
Dixon Technologies (India) Ltd	0.42%
Jubilant FoodWorks Ltd	1.53%
Persistent Systems Ltd	2.21%
Coforge Ltd	1.7%
Cash/Net Current Assets	1.01%
Alkem Laboratories Ltd	1.6%
Gujarat Gas Ltd	0.12%
Union Bank of India	1.33%
United Breweries Ltd	1.54%
Max Financial Services Ltd	0.95%
UNO Minda Ltd	0.91%
Mphasis Ltd	0.23%
Sona BLW Precision Forgings Ltd	0.7%
The Phoenix Mills Ltd	1.74%
Delhivery Ltd	1.57%
Crompton Greaves Consumer Electricals Ltd	1.01%
BSE Ltd	1.82%
Devyani International Ltd	0.99%
Tube Investments Of India Ltd	0.38%
TVS Motor Company Ltd	1.05%

Sectors

Company	Allocation %
Others	7.46%
Automobile	7.57%
Construction	3.75%
Consumer Staples	4.02%
Materials	5.27%
Financial	12.74%
Capital Goods	10.81%
Consumer Discretionary	4.95%
Chemicals	4.97%
Services	11.75%
Energy	3.92%
Technology	5.15%
Unclassified	0.43%
Insurance	0.99%
Metals & Mining	3.39%
Healthcare	10.40%
Communication	2.45%

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

₹ 67,047 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

₹ 24,463 Cr
Highest Return

29.33%

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 ₹ 1355.4848

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

The expense ratio of Sundaram Mid Cap Reg-G is 1.75%

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 29.33% per annum and 5-year return is 29.59% per annum. Check the return performance in detail on the page.