Sundaram Mid Cap Fund - G

NAV ₹1,480.9 ↑ 16.05 (1.10 %) as on 18 Sep 26

(Erstwhile Sundaram Select Midcap Fund)

📑 Table of contents

Scheme Objective
NAV Price Chart
Returns
- Historical Returns
- Compounded Returns
Growth Of 10k Over Years
Holdings / Portfolio
All Plan & Options
Fund Manager Information
Custodians
Registrar & Transfer Agent (RTA)
Administrator Companies
Auditors

Scheme Objective

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR return of 23% since its launch. Ranked 13 in Mid Cap category. Return for 2025 was 4.1% , 2024 was 32% and 2023 was 40.4% .

Below is the key information for Sundaram Mid Cap Fund

NAV as on 18 Sep 26	₹1,480.9 ↑ 16.05 (1.10 %)
Net Assets (AUM) as on 31 Jul 2026	₹14,504 Cr.
Launch Date	30 Jul 2002
Category	Equity - Mid Cap
Rating	☆☆☆☆
Type	Open Ended Fund
Risk	Moderately High
AMC	Sundaram Asset Management Company Ltd

Alpha Ratio	1.07
Expense Ratio	1.75 %
Sharpe Ratio	0.307
Information Ratio	0.49
Benchmark	Not Available
Min Investment	₹5,000
Min SIP Investment	₹100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

NAV Price Chart

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26

Duration	Returns
1 Month	-2.9%
3 Month	0.6%
6 Month	10.5%
1 Year	4.4%
3 Year	17.2%
5 Year	15.7%
10 Year
15 Year
Since launch	23%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%

Growth of 10k Over Years

Date	Value

Asset Allocation

Asset Class	Value

Sector Allocation

Sector	Value

Top Securities Holdings / Portfolio

Holdings/Securities

Name	Global Industry	Holding	Value	Quantity

0 of 0

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All Plan & Options

Fund and Plan	NAV	6 Month	1 Year	3 Year	5 Year
Sundaram Mid Cap Fund Growth	₹1,480.9 ↑ 16.05	10.52 %	4.43 %	17.16 %	15.71 %
Sundaram Mid Cap Fund Normal Dividend, Reinvestment	₹63.9135 ↑ 0.69	10.02 %	3.95 %	16.37 %	15.13 %
Sundaram Mid Cap Fund Normal Dividend, Payout	₹63.9135 ↑ 0.69	10.02 %	3.95 %	16.37 %	15.13 %
Data as on 18 Sep 26

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.

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