
 (Erstwhile Sundaram Select Midcap Fund)  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  Below is the key information for Sundaram Mid Cap Fund  Returns up to 1 year are on   Historical performance (Yearly) on absolute basis  Sundaram Mid Cap Fund - G
Scheme Objective
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% . 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 Date 30 Jul 2002 Category Equity - Mid Cap Rating ☆☆☆☆ Type Open Ended Fund Risk Moderately High AMC Sundaram Asset Management Company Ltd Alpha Ratio 2.99   Expense Ratio 1.75 %  Sharpe Ratio -0.328   Information Ratio 0.22   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
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 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
Year Returns 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
Date Value 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 Asset Allocation
Asset Class Value Cash 3.85% Equity 96.13% Other 0% Sector Allocation
Sector Value Financial Services 19.58% Consumer Cyclical 17.35% Industrials 14.8% Health Care 11.72% Basic Materials 10.47% Consumer Defensive 6.31% Technology 5.48% Real Estate 3.58% Utility 2.52% Energy 2.16% Communication Services 2.15% Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity  Cummins India Ltd (Industrials) 
Equity, Since 31 Dec 17 | 500480Specialty Industrial Machinery 4% ₹500 Cr 1,273,753 
 ↓ -16,374  Coromandel International Ltd (Basic Materials) 
Equity, Since 30 Nov 10 | 506395Agricultural Inputs 3% ₹385 Cr 1,712,601  Fortis Healthcare Ltd (Healthcare) 
Equity, Since 31 Dec 21 | 532843Medical Care Facilities 3% ₹368 Cr 3,791,187 
 ↓ -88,062  GE Vernova T&D India Ltd (Industrials) 
Equity, Since 30 Sep 24 | 522275Specialty Industrial Machinery 3% ₹349 Cr 1,179,542  Mahindra & Mahindra Financial Services Ltd (Financial Services) 
Equity, Since 31 Jan 24 | M&MFINCredit Services 3% ₹328 Cr 11,920,703  Lupin Ltd (Healthcare) 
Equity, Since 31 Jan 23 | 500257Drug Manufacturers - Specialty & Generic 2% ₹300 Cr 1,569,363  Hindustan Petroleum Corp Ltd (Energy) 
Equity, Since 31 Oct 21 | HINDPETROOil & Gas Refining & Marketing 2% ₹272 Cr 6,144,382  Indian Bank (Financial Services) 
Equity, Since 31 Jul 23 | 532814Banks - Regional 2% ₹270 Cr 3,602,269 
 ↓ -324,199  IDFC First Bank Ltd (Financial Services) 
Equity, Since 30 Jun 25 | IDFCFIRSTBBanks - Regional 2% ₹262 Cr 37,611,985 
 ↑ 1,979,784  Marico Ltd (Consumer Defensive) 
Equity, Since 30 Jun 24 | 531642Household & Personal Products 2% ₹255 Cr 3,660,354 
 ↑ 161,343 
Talk to our investment specialistFund Managers
Name Since Tenure S. Bharath 24 Feb 21 4.6 Yr. Ratish Varier 24 Feb 21 4.6 Yr. Custodians
Company Address HDFC Bank Ltd HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), HSBC Ltd II Floor "Shiv",,Plot No 139-140 B,,Western Express Highway, Sahar Road Junction,,Vile Parle (E), Standard Chartered Bank Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA Registrar & Transfer Agent
KFin Technologies Ltd Address 138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat FAX N.A Email N.A Administrator Companies
Company Address Sundaram Mutual Fund Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014 Auditors
Company Address M/s. Sundaram & Srinivasan 23 C P Ramaswamy Road,,Alwarpet, All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 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