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Scheme Information
Sundaram Mid Cap Gr
as of 24 Apr 2026, 14:47 PM
Scheme Asset Size₹11898.19 Cr
Expense Ratio1.73%
Cash Holding4.06627%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty Midcap 150 TR INR
Launch Date2002-07-30
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 12.84%
In the last 3 months 5.14%
In the last 6 months 0.08%
In the last 1 Years 10.73%
In the last 3 Years 0.96%
In the last 5 Years 1.55%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Cummins India Ltd | Industrials | E | 4.05% |
| GE Vernova T&D India Ltd | Industrials | E | 3.44% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 2.76% |
| Coromandel International Ltd | Basic Materials | E | 2.64% |
| The Federal Bank Ltd | Financial Services | E | 2.27% |
| Sundaram Liquid Dir Gr | - | FO | 2.16% |
| BSE Ltd | Financial Services | E | 2.13% |
| Kalyan Jewellers India Ltd | Consumer Cyclical | E | 2.13% |
| Marico Ltd | Consumer Defensive | E | 2.10% |
| Lupin Ltd | Healthcare | E | 2.10% |
| Jindal Steel Ltd | Basic Materials | E | 2.08% |
| Indian Bank | Financial Services | E | 2.03% |
| IDFC First Bank Ltd | Financial Services | E | 1.89% |
| Fortis Healthcare Ltd | Healthcare | E | 1.81% |
| Phoenix Mills Ltd | Real Estate | E | 1.79% |
| PB Fintech Ltd | Financial Services | E | 1.78% |
| Hindustan Petroleum Corp Ltd | Energy | E | 1.77% |
| Delhivery Ltd | Industrials | E | 1.75% |
| Coforge Ltd | Technology | E | 1.72% |
| TVS Holdings Ltd | Consumer Cyclical | E | 1.70% |
| Bharat Electronics Ltd | Industrials | E | 1.69% |
| Persistent Systems Ltd | Technology | E | 1.64% |
| Polycab India Ltd | Industrials | E | 1.62% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.62% |
| AU Small Finance Bank Ltd | Financial Services | E | 1.49% |
| JK Cement Ltd | Basic Materials | E | 1.42% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 1.38% |
| Dixon Technologies (India) Ltd | Technology | E | 1.37% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Cyclical | E | 1.33% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 1.32% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 1.27% |
| Gland Pharma Ltd | Healthcare | E | 1.26% |
| United Breweries Ltd | Consumer Defensive | E | 1.25% |
| Alkem Laboratories Ltd | Healthcare | E | 1.23% |
| Max Financial Services Ltd | Financial Services | E | 1.18% |
| Dr. Lal PathLabs Ltd | Healthcare | E | 1.16% |
| Torrent Power Ltd | Utilities | E | 1.14% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 1.13% |
| Tube Investments of India Ltd Ordinary Shares | Industrials | E | 1.09% |
| Suzlon Energy Ltd | Industrials | E | 1.07% |
| Supreme Industries Ltd | Industrials | E | 1.07% |
| Apollo Tyres Ltd | Consumer Cyclical | E | 1.05% |
| APL Apollo Tubes Ltd | Basic Materials | E | 1.03% |
| Colgate-Palmolive (India) Ltd | Consumer Defensive | E | 0.99% |
| IndusInd Bank Ltd | Financial Services | E | 0.98% |
| Max Healthcare Institute Ltd Ordinary Shares | Healthcare | E | 0.97% |
| Motilal Oswal Financial Services Ltd | Financial Services | E | 0.97% |
| L&T Technology Services Ltd | Technology | E | 0.96% |
| Emami Ltd | Consumer Defensive | E | 0.93% |
| Mankind Pharma Ltd | Healthcare | E | 0.93% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.89% |
| Prestige Estates Projects Ltd | Real Estate | E | 0.87% |
| NHPC Ltd | Utilities | E | 0.84% |
| Premier Energies Ltd | Technology | E | 0.82% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 0.82% |
| Schaeffler India Ltd | Consumer Cyclical | E | 0.81% |
| Thermax Ltd | Industrials | E | 0.79% |
| Procter & Gamble Hygiene and Health Care Ltd | Consumer Defensive | E | 0.79% |
| Deepak Nitrite Ltd | Basic Materials | E | 0.74% |
| Bharti Hexacom Ltd | Communication Services | E | 0.74% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 0.71% |
| Info Edge (India) Ltd | Communication Services | E | 0.68% |
| Swiggy Ltd | Consumer Cyclical | E | 0.65% |
| Gujarat State Petronet Ltd | Utilities | E | 0.62% |
| PI Industries Ltd | Basic Materials | E | 0.58% |
| Grindwell Norton Ltd | Industrials | E | 0.58% |
| Fractal Analytics Ltd | Technology | E | 0.58% |
| Indegene Ltd | Healthcare | E | 0.57% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 0.56% |
| Devyani International Ltd | Consumer Cyclical | E | 0.55% |
| Billionbrains Garage Ventures Ltd | Financial Services | E | 0.53% |
| LG Electronics India Ltd | Technology | E | 0.44% |
| Dalmia Bharat Ltd | Basic Materials | E | 0.44% |
| LIC Housing Finance Ltd | Financial Services | E | 0.42% |
| Oberoi Realty Ltd | Real Estate | E | 0.41% |
| JSW Energy Ltd | Utilities | E | 0.40% |
| Berger Paints India Ltd | Basic Materials | E | 0.39% |
| Zydus Lifesciences Ltd | Healthcare | E | 0.22% |
| Tvs Motor Company Limited | - | P | 0.02% |
| Treps | - | CR | 1.36% |
| Cash And Other Net Current Assets | - | CA | 0.56% |
| CRISIL Ltd | - | E | - |
| Shriram Finance Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
95.91%
Cash
4.07%
Others
0.01%
Equity sector allocation
Loading chart…
Basic Materials
9.32%
Communication Services
2.8%
Consumer Cyclical
15.4%
Consumer Defensive
6.07%
Energy
1.77%
Financial Services
19.57%
Healthcare
10.25%
Industrials
17.16%
Real Estate
3.07%
Technology
7.53%
Utilities
2.99%
Others
4.07%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.40%
60.73%
3Y Returns
+60.73%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.40%
60.73%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.40%
60.73%
3Y Returns
+45.98%
About Sundaram Mid Cap Gr
Investment Objective of the Scheme
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Key Features of The Fund
5-year return
+20.59%
Fund Manager
S. Bharath
Risk Profile
Very High Risk
Expense Ratio
1.73%
Fund Size
₹11898.19 Cr
FAQ's
What has been the returns generated by Sundaram Mid Cap Gr over different time periods?
The Sundaram Mid Cap Gr has given returns
1-Year
10.73
3-Year
25.09
5-Year
20.59
What is the expense ratio of Sundaram Mid Cap Gr?
The expense ratio of Sundaram Mid Cap Gr is 1.73%.
What is the AUM (Assets Under Management) of Sundaram Mid Cap Gr?
The AUM, short for Assets Under Management of Sundaram Mid Cap Gr is ₹11898.19 Cr as of 20 May 5740.
What are the top stock holdings of Sundaram Mid Cap Gr?
The Sundaram Mid Cap Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Cummins India Ltd | 4.05% |
| GE Vernova T&D India Ltd | 3.44% |
| Mahindra & Mahindra Financial Services Ltd | 2.76% |
| Coromandel International Ltd | 2.64% |
| The Federal Bank Ltd | 2.27% |
| Sundaram Liquid Dir Gr | 2.16% |
| BSE Ltd | 2.13% |
| Kalyan Jewellers India Ltd | 2.13% |
| Marico Ltd | 2.10% |
| Lupin Ltd | 2.10% |
| Jindal Steel Ltd | 2.08% |
| Indian Bank | 2.03% |
| IDFC First Bank Ltd | 1.89% |
| Fortis Healthcare Ltd | 1.81% |
| Phoenix Mills Ltd | 1.79% |
| PB Fintech Ltd | 1.78% |
| Hindustan Petroleum Corp Ltd | 1.77% |
| Delhivery Ltd | 1.75% |
| Coforge Ltd | 1.72% |
| TVS Holdings Ltd | 1.70% |
| Bharat Electronics Ltd | 1.69% |
| Persistent Systems Ltd | 1.64% |
| Polycab India Ltd | 1.62% |
| Jubilant Foodworks Ltd | 1.62% |
| AU Small Finance Bank Ltd | 1.49% |
| JK Cement Ltd | 1.42% |
| Indus Towers Ltd Ordinary Shares | 1.38% |
| Dixon Technologies (India) Ltd | 1.37% |
| ZF Commercial Vehicle Control Systems India Ltd | 1.33% |
| TVS Motor Co Ltd | 1.32% |
| Sona BLW Precision Forgings Ltd | 1.27% |
| Gland Pharma Ltd | 1.26% |
| United Breweries Ltd | 1.25% |
| Alkem Laboratories Ltd | 1.23% |
| Max Financial Services Ltd | 1.18% |
| Dr. Lal PathLabs Ltd | 1.16% |
| Torrent Power Ltd | 1.14% |
| 360 One Wam Ltd Ordinary Shares | 1.13% |
| Tube Investments of India Ltd Ordinary Shares | 1.09% |
| Suzlon Energy Ltd | 1.07% |
| Supreme Industries Ltd | 1.07% |
| Apollo Tyres Ltd | 1.05% |
| APL Apollo Tubes Ltd | 1.03% |
| Colgate-Palmolive (India) Ltd | 0.99% |
| IndusInd Bank Ltd | 0.98% |
| Max Healthcare Institute Ltd Ordinary Shares | 0.97% |
| Motilal Oswal Financial Services Ltd | 0.97% |
| L&T Technology Services Ltd | 0.96% |
| Emami Ltd | 0.93% |
| Mankind Pharma Ltd | 0.93% |
| UNO Minda Ltd | 0.89% |
| Prestige Estates Projects Ltd | 0.87% |
| NHPC Ltd | 0.84% |
| Premier Energies Ltd | 0.82% |
| Amber Enterprises India Ltd Ordinary Shares | 0.82% |
| Schaeffler India Ltd | 0.81% |
| Thermax Ltd | 0.79% |
| Procter & Gamble Hygiene and Health Care Ltd | 0.79% |
| Deepak Nitrite Ltd | 0.74% |
| Bharti Hexacom Ltd | 0.74% |
| Chalet Hotels Ltd | 0.71% |
| Info Edge (India) Ltd | 0.68% |
| Swiggy Ltd | 0.65% |
| Gujarat State Petronet Ltd | 0.62% |
| PI Industries Ltd | 0.58% |
| Grindwell Norton Ltd | 0.58% |
| Fractal Analytics Ltd | 0.58% |
| Indegene Ltd | 0.57% |
| FSN E-Commerce Ventures Ltd | 0.56% |
| Devyani International Ltd | 0.55% |
| Billionbrains Garage Ventures Ltd | 0.53% |
| LG Electronics India Ltd | 0.44% |
| Dalmia Bharat Ltd | 0.44% |
| LIC Housing Finance Ltd | 0.42% |
| Oberoi Realty Ltd | 0.41% |
| JSW Energy Ltd | 0.40% |
| Berger Paints India Ltd | 0.39% |
| Zydus Lifesciences Ltd | 0.22% |
| Tvs Motor Company Limited | 0.02% |
| Treps | 1.36% |
| Cash And Other Net Current Assets | 0.56% |
| CRISIL Ltd | - |
| Shriram Finance Ltd | - |
In which sectors has Sundaram Mid Cap Gr invested in?
The Sundaram Mid Cap Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 9.32% |
| Communication Services | 2.80% |
| Consumer Cyclical | 15.40% |
| Consumer Defensive | 6.07% |
| Energy | 1.77% |
| Financial Services | 19.57% |
| Healthcare | 10.25% |
| Industrials | 17.16% |
| Real Estate | 3.07% |
| Technology | 7.53% |
| Utilities | 2.99% |
What is the risk level of Sundaram Mid Cap Gr?
This is a Mid-Cap fund comes with Very High Risk.
Who are the fund managers of Sundaram Mid Cap Gr?
Sundaram Mid Cap Gr fund managers are S. Bharath, Shalav Saket.
Is there a minimum SIP amount to invest in Sundaram Mid Cap Gr?
The minimum SIP amount to start investment in Sundaram Mid Cap Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Sundaram Mid Cap Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Sundaram Mid Cap Gr on the basis of your investment objective and risk tolerance.
How to invest in Sundaram Mid Cap Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Mid Cap Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Mid Cap Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Mid Cap Gr?
The exit load of Sundaram Mid Cap Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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