Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 15 Sep 2025)

₹ 1401.38
2.45%

Sundaram Mid Cap Reg-G

Invest now

Performance

21.49%3y Returns

0.29% 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

View Fund Documents
  • Fund size

    ₹ 12,501 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 %
APL Apollo Tubes Ltd 0.81%
FSN E-Commerce Ventures Ltd 0.87%
PB Fintech Ltd 1.71%
Schaeffler India Ltd 0.8%
Bharti Hexacom Ltd 0.83%
Kalyan Jewellers India Ltd 2.17%
Ola Electric Mobility Ltd 0.41%
Supreme Industries Ltd 1.27%
Emami Ltd 0.74%
Indus Towers Ltd 1.37%
360 One Wam Ltd 0.93%
Delhivery Ltd 1.8%
Devyani International Ltd 1.05%
Zydus Lifesciences Ltd 0.8%
Coromandel International Ltd 3.16%
Crisil Ltd 0.58%
ZF Commercial Vehicle Control Systems India Ltd 1.45%
AU Small Finance Bank Ltd 1.14%
Amber Enterprises India Ltd 0.82%
Chalet Hotels Ltd 1.51%
Polycab India Ltd 1.49%
Dalmia Bharat Ltd 0.33%
Deepak Nitrite Ltd 0.96%
Fortis Healthcare Ltd 2.83%
Voltas Ltd 0.03%
Dixon Technologies (India) Ltd 0.77%
Max Healthcare Institute Ltd 1.43%
Repo 3.13%
Crompton Greaves Consumer Electricals Ltd 0.8%
Indegene Ltd 0.47%
Mankind Pharma Ltd 1.02%
Cash/Net Current Assets 1.21%
Alkem Laboratories Ltd 1.17%
IDFC First Bank Ltd 1.94%
BSE Ltd 1.66%
Sundaram Liquid Direct-G 0.44%
Sona BLW Precision Forgings Ltd 0.86%
L&T Technology Services Ltd 1.07%
Grindwell Norton Ltd 0.52%
Gujarat State Petronet Ltd 0.59%
ICICI Prudential Life Insurance Company Ltd 0.49%
Dr. Lal Pathlabs Ltd 1.37%
Gland Pharma Ltd 0.34%
Jindal Steel Ltd 1.8%
JK Cement Ltd 2.07%
Motilal Oswal Financial Services Ltd 1.0%
The Phoenix Mills Ltd 1.8%
NHPC Ltd 0.81%
Shriram Finance Ltd 1.13%
Suzlon Energy Ltd 1.03%
Torrent Power Ltd 1.01%
Lupin Ltd 2.38%
UNO Minda Ltd 1.08%
PI Industries Ltd 0.75%
Marico Ltd 2.03%
TVS Holdings Ltd 1.42%
Oberoi Realty Ltd 0.83%
Apollo Tyres Ltd 1.54%
GE Vernova T&D India Ltd 2.62%
Max Financial Services Ltd 1.0%
LIC Housing Finance Ltd 1.18%
SKF India Ltd 0.47%
ACC Ltd 0.66%
The Federal Bank Ltd 1.89%
Persistent Systems Ltd 2.06%
Mahindra & Mahindra Financial Services Ltd 2.42%
Prestige Estates Projects Ltd 0.96%
Jubilant FoodWorks Ltd 1.98%
Bharat Electronics Ltd 1.49%
Hindustan Petroleum Corporation Ltd 1.85%
United Breweries Ltd 1.47%
Indian Bank 2.05%
Coforge Ltd 1.92%
Procter & Gamble Hygiene & Health Care Ltd 0.79%
TVS Motor Company Ltd 1.22%
Colgate-Palmolive (India) Ltd 0.16%
Cummins India Ltd 3.95%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 0.01%
Sectors
Company Allocation %
Others 4.34%
Automobile 7.99%
Construction 3.59%
Consumer Staples 5.19%
Materials 4.33%
Financial 14.68%
Capital Goods 12.62%
Consumer Discretionary 3.82%
Chemicals 4.87%
Services 11.16%
Energy 4.26%
Unclassified 0.44%
Technology 5.05%
Insurance 0.49%
Metals & Mining 3.13%
Healthcare 11.81%
Communication 2.20%

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

    ₹ 25,313 Cr
  • Highest Return

    21.49%
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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