Sundaram Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

3 Morning Star

4 Value Research

NAV( 23 Apr 2026)

₹ 1426.02

12.84%

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Sundaram Mid Cap Reg-G

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Performance

25.01%3y Returns

-0.43% 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

₹ 11,898 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 %
Gland Pharma Ltd	1.26%
Mankind Pharma Ltd	0.93%
Indus Towers Ltd	1.38%
Indegene Ltd	0.57%
Kalyan Jewellers India Ltd	2.13%
Dr. Lal Pathlabs Ltd	1.16%
JSW Energy Ltd	0.4%
Dixon Technologies (India) Ltd	1.37%
AU Small Finance Bank Ltd	1.49%
Chalet Hotels Ltd	0.71%
Deepak Nitrite Ltd	0.74%
BSE Ltd	2.13%
Tube Investments Of India Ltd	1.09%
Swiggy Ltd	0.65%
Berger Paints India Ltd	0.39%
Bharat Electronics Ltd	1.69%
PB Fintech Ltd	1.78%
Max Healthcare Institute Ltd	0.97%
Bharti Hexacom Ltd	0.74%
Devyani International Ltd	0.55%
Apollo Tyres Ltd	1.05%
GE Vernova T&D India Ltd	3.44%
Alkem Laboratories Ltd	1.23%
Zydus Lifesciences Ltd	0.22%
Oberoi Realty Ltd	0.41%
Cash/Net Current Assets	0.56%
Gujarat State Petronet Ltd	0.62%
Repo	1.36%
Fractal Analytics Ltd	0.58%
FSN E-Commerce Ventures Ltd	0.56%
Prestige Estates Projects Ltd	0.87%
L&T Technology Services Ltd	0.96%
IDFC First Bank Ltd	1.89%
Premier Energies Ltd	0.82%
Dalmia Bharat Ltd	0.44%
Polycab India Ltd	1.62%
Sundaram Liquid Direct-G	2.16%
Billionbrains Garage Ventures Ltd	0.53%
Delhivery Ltd	1.75%
Jubilant FoodWorks Ltd	1.62%
Persistent Systems Ltd	1.64%
LG Electronics India Ltd Equity	0.44%
Amber Enterprises India Ltd	0.82%
360 One Wam Ltd	1.13%
Cummins India Ltd	4.05%
Sona BLW Precision Forgings Ltd	1.27%
Colgate-Palmolive (India) Ltd	0.99%
Indusind Bank Ltd	0.98%
Mahindra & Mahindra Financial Services Ltd	2.76%
PI Industries Ltd	0.58%
TVS Motor Company Ltd	1.32%
Fortis Healthcare Ltd	1.81%
LIC Housing Finance Ltd	0.42%
Torrent Power Ltd	1.14%
Indian Bank	2.03%
Lupin Ltd	2.1%
NHPC Ltd	0.84%
United Breweries Ltd	1.25%
Thermax Ltd	0.79%
Schaeffler India Ltd	0.81%
The Federal Bank Ltd	2.27%
Emami Ltd	0.93%
Hindustan Petroleum Corporation Ltd	1.77%
Suzlon Energy Ltd	1.07%
JK Cement Ltd	1.42%
Motilal Oswal Financial Services Ltd	0.97%
Marico Ltd	2.1%
TVS Holdings Ltd	1.7%
Supreme Industries Ltd	1.07%
Jindal Steel Ltd	2.08%
Max Financial Services Ltd	1.18%
UNO Minda Ltd	0.89%
Procter & Gamble Hygiene & Health Care Ltd	0.79%
ZF Commercial Vehicle Control Systems India Ltd	1.33%
Coromandel International Ltd	2.64%
Grindwell Norton Ltd	0.58%
Info Edge (India) Ltd	0.68%
Coforge Ltd	1.72%
The Phoenix Mills Ltd	1.79%
APL Apollo Tubes Ltd	1.03%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026	0.02%

Sectors

Company	Allocation %
Others	1.92%
Automobile	8.67%
Construction	3.07%
Consumer Staples	6.06%
Materials	3.32%
Financial	15.65%
Capital Goods	15.24%
Consumer Discretionary	3.39%
Chemicals	3.96%
Services	10.43%
Energy	5.19%
Technology	4.90%
Unclassified	2.16%
Metals & Mining	3.69%
Healthcare	10.25%
Communication	2.12%

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

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 67,088 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

View All Mutual Funds

S Bharath

Funds Offered

7
AUM

₹ 25,599 Cr
Highest Return

25.01%

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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SIP amount

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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 ₹ 1426.0223

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

The expense ratio of Sundaram Mid Cap Reg-G is 1.73%

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.

Secure your future with hassle-free investing on Moneyfy!

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 25.01% per annum and 5-year return is 20.65% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Mid Cap Reg-G?

The lock-in-period of Sundaram Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Sundaram Mid Cap Reg-G

₹ 1426.02

12.84%

Sundaram Mid Cap Reg-G

Performance

25.01%3y Returns

Investment details

₹ 100

₹ 100

0

1.73%

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

₹ 11,898 Cr

REGULAR

24 Jun 2002

OPEN

NIFTY Midcap 150 Total Return Index

INF903J01173

Fund allocation

Risk Associated

Very High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 67,088 Cr

About

Fund Manager

S Bharath

7

₹ 25,599 Cr

25.01%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Mid Cap Reg-G?

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

How to Redeem Sundaram Mid Cap Reg-G Regular Growth?

What are the steps to invest in Sundaram Mid Cap Reg-G?

Can I invest in Sundaram Mid Cap Reg-G through both SIP and lump sum?

What is the return of Sundaram Mid Cap Reg-G?

What is the lock-in period in Sundaram Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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