Sundaram Mid Cap Growth

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Equity
Mid-Cap
Rating 3
Plan

1389.88 +18.09 (1.32%) NAV as on 05 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)12917.24
CAGR 18.54%
Exit Load1.00%
Expense ratio1.74%
CategoryEquity
Min Investment100
Min SIP100
Launch Date2002-07-30

Asset Allocation

Holdings As On - 07 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Cummins India
460.32
3.56%

Mahindra & Mahindra Financial Services Ltd
432.32
3.35%

GE Vernova T&D India
384.85
2.98%

IDFC First Bank
317.43
2.46%

Federal Bank
304.51
2.36%

Jindal Steel
269.45
2.09%

BSE
264.37
2.05%

Peer Comparison

Fund Name
Edelweiss Mid Cap Fund Growth18.71%
Sundaram Mid Cap Growth18.54%
HSBC Midcap Fund Growth22.13%
Mirae Asset Midcap Fund Regular Growth20.16%
Franklin India Mid Cap Fund Growth9.93%

Risk & Volitility

Alpha -2.00%
Beta 0.89
Sharpe Ratio1.11
Std Deviation 15.02%
Tracking Error 6.52%

About Fund

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

The Sundaram Mid Cap Growth has an AUM of 12917.24 crores & has delivered CAGR of 18.59% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.74%. The minimum investment in Sundaram Mid Cap Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Cummins India, Mahindra & Mahindra Financial Services Ltd, GE Vernova T&D India & Coromandel International.

The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Software & Programming & Biotechnology & Drugs.

Some of the similar funds are Edelweiss Mid Cap Fund Growth, Sundaram Mid Cap Growth, HSBC Midcap Fund Growth, Mirae Asset Midcap Fund Regular Growth, Franklin India Mid Cap Fund Growth. Sundaram Mid Cap Growth has a sharpe ratio of 1.11 & a standard deviation of 15.02%.