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Sundaram Mid Cap Fund - G

NAV  ₹1,444.09 ↓ -3.35  (-0.23 %) as on 30 Oct 25

(Erstwhile Sundaram Select Midcap Fund)

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 23.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

NAV as on 30 Oct 25₹1,444.09 ↓ -3.35  (-0.23 %)
Net Assets (AUM) as on 31 Aug 2025 ₹12,501 Cr.
Launch Date30 Jul 2002
CategoryEquity - Mid Cap
Rating
TypeOpen Ended Fund
RiskModerately High
AMCSundaram Asset Management Company Ltd
Alpha Ratio2.99
Expense Ratio1.75 %
Sharpe Ratio-0.328
Information Ratio0.22
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

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 30 Oct 25

DurationReturns
1 Month 6.1%
3 Month 5.5%
6 Month 13.2%
1 Year 6.8%
3 Year 25%
5 Year 27.3%
10 Year
15 Year
Since launch 23.9%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 32%
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%

Growth of 10k Over Years

DateValue
30 Sep 20₹10,000
30 Sep 21₹16,223
30 Sep 22₹17,062
30 Sep 23₹21,088
30 Sep 24₹32,926
30 Sep 25₹31,436
Sundaram Mid Cap Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash3.85%
Equity96.13%
Other0%
Sundaram Mid Cap Fund Asset Allocation

Sector Allocation

SectorValue
Financial Services19.58%
Consumer Cyclical17.35%
Industrials14.8%
Health Care11.72%
Basic Materials10.47%
Consumer Defensive6.31%
Technology5.48%
Real Estate3.58%
Utility2.52%
Energy2.16%
Communication Services2.15%
Sundaram Mid Cap Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
Specialty Industrial Machinery4%₹500 Cr1,273,753
↓ -16,374
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
Agricultural Inputs3%₹385 Cr1,712,601
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
Medical Care Facilities3%₹368 Cr3,791,187
↓ -88,062
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
Specialty Industrial Machinery3%₹349 Cr1,179,542
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN
Credit Services3%₹328 Cr11,920,703
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
Drug Manufacturers - Specialty & Generic2%₹300 Cr1,569,363
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO
Oil & Gas Refining & Marketing2%₹272 Cr6,144,382
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
Banks - Regional2%₹270 Cr3,602,269
↓ -324,199
IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB
Banks - Regional2%₹262 Cr37,611,985
↑ 1,979,784
Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 531642
Household & Personal Products2%₹255 Cr3,660,354
↑ 161,343
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Fund Managers

NameSinceTenure
S. Bharath24 Feb 214.6 Yr.
Ratish Varier24 Feb 214.6 Yr.

Custodians

CompanyAddress
HDFC Bank LtdHDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W),
HSBC LtdII Floor "Shiv",,Plot No 139-140 B,,Western Express Highway, Sahar Road Junction,,Vile Parle (E),
Standard Chartered BankStandard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA

Registrar & Transfer Agent

KFin Technologies Ltd
Address138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAXN.A
EmailN.A

Administrator Companies

CompanyAddress
Sundaram Mutual FundSundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014

Auditors

CompanyAddress
M/s. Sundaram & Srinivasan23 C P Ramaswamy Road,,Alwarpet,

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Sundaram Mid Cap Fund
Growth
₹1,444.09
↓ -3.35
13.16 %6.8 %24.97 %27.32 %
Sundaram Mid Cap Fund
Normal Dividend, Reinvestment
₹66.8428
↓ -0.16
12.55 %6.23 %24.13 %26.8 %
Sundaram Mid Cap Fund
Normal Dividend, Payout
₹66.8428
↓ -0.16
12.55 %6.23 %24.13 %26.8 %
Data as on 30 Oct 25

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