Sundaram Mid Cap Fund Regular Plan - Growth

Nav: ₹ 1374.8356 ↑ 0.61%
[as on 1 October, 2025]

Nav chart with SMA (Simple moving average) overlay

SMA (Simple Moving Average)

  • 100 SMA
  • 200 SMA
  • 300 SMA
  • 400 SMA
  • 500 SMA

Returns

NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Mid Cap Fund Regular Plan - Growth -0.57% 0.61% 0.61% -0.3% -1.18% -4.44% 22.84% 25.8% 17.37% 15.03%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
95.22% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 4.78%

Equity

NameSectorWeight %
Cummins India LtdIndustrial Products3.95%
Coromandel International LtdFertilizers & Agrochemicals3.16%
Fortis Health Care LtdHealthcare Services2.83%
GE Vernova T and D India LtdElectrical Equipment2.62%
Mahindra & Mahindra Financial Services LtdFinance2.42%
Lupin LtdPharmaceuticals & Biotechnology2.38%
Kalyan Jewellers India LtdConsumer Durables2.17%
JK Cement LtdCement & Cement Products2.07%
Persistent Systems LtdIt - Software2.06%
Indian BankBanks2.05%
Marico LtdAgricultural Food & Other Products2.03%
Jubilant Foodworks LtdLeisure Services1.98%
IDFC First Bank LtdBanks1.94%
Coforge LtdIt - Software1.92%
The Federal Bank LtdBanks1.89%
Hindustan Petroleum Corporation LtdPetroleum Products1.85%
Jindal Steel & Power LtdFerrous Metals1.80%
Delhivery LtdTransport Services1.80%
The Phoenix Mills LtdRealty1.80%
PB Fintech LtdFinancial Technology (Fintech)1.71%
BSE LtdCapital Markets1.66%
Apollo Tyres LtdAuto Components1.54%
Chalet Hotels LtdLeisure Services1.51%
Polycab India LtdIndustrial Products1.49%
Bharat Electronics LtdAerospace & Defense1.49%
United Breweries LtdBeverages1.47%
ZF Commercial Vehicle Control Systems I LtdAuto Components1.45%
Max Healthcare Institute LtdHealthcare Services1.43%
TVS Holdings LtdFinance1.42%
Indus Towers Ltd (Prev Bharti Infratel Ltd)Telecom - Services1.37%
Dr Lal Path Labs LtdHealthcare Services1.37%
Supreme Industries LtdIndustrial Products1.27%
TVS Motor Company LtdAutomobiles1.22%
LIC Housing Finance LtdFinance1.18%
Alkem Laboratories LtdPharmaceuticals & Biotechnology1.17%
AU Small Finance Bank LtdBanks1.14%
Shriram Finance LtdFinance1.13%
UNO Minda LtdAuto Components1.08%
L&T Technology Services LtdIt - Services1.07%
Devyani international limitedLeisure Services1.05%
Suzlon Energy LtdElectrical Equipment1.03%
Mankind Pharma LtdPharmaceuticals & Biotechnology1.02%
Torrent Power LtdPower1.01%
Max Financial Services LtdInsurance1.00%
Motilal Oswal Financial Services LtdCapital Markets1.00%
Deepak Nitrite LtdChemicals & Petrochemicals0.96%
Prestige Estates Projects LtdRealty0.96%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)Capital Markets0.93%
FSN E–Commerce Ventures Ltd(NYKAA)Retailing0.87%
Sona BLW Precision Forgings LtdAuto Components0.86%
Oberoi Realty LtdRealty0.83%
Bharti Hexacom LtdTelecom - Services0.83%
Amber Enterprises India LtdConsumer Durables0.82%
APL Apollo Tubes LtdIndustrial Products0.81%
NHPC LtdPower0.81%
Zydus Lifesciences LtdPharmaceuticals & Biotechnology0.80%
Schaeffler India LtdAuto Components0.80%
Crompton Greaves Consumer Electricals LtdConsumer Durables0.80%
Procter & Gamble Hygiene and Health Care LtdPersonal Products0.79%
Dixon Technologies (India) LtdConsumer Durables0.77%
PI Industries LtdFertilizers & Agrochemicals0.75%
Emami LtdPersonal Products0.74%
ACC LtdCement & Cement Products0.66%
Gujarat State Petronet LtdGas0.59%
CRISIL LtdFinance0.58%
Grindwell Norton LtdIndustrial Products0.52%
ICICI Prudential Life Insurance Company LtdInsurance0.49%
Indegene LimitedHealthcare Services0.47%
SKF India LtdIndustrial Products0.47%
Ola Electric Mobility LtdAutomobiles0.41%
Gland Pharma LtdPharmaceuticals & Biotechnology0.34%
Dalmia Cement (Bharat) Ltd.Cement & Cement Products0.33%
Colgate Palmolive (India) LtdPersonal Products0.16%
Voltas LtdConsumer Durables0.03%
TVS Motor Company Ltd 6.00% (Preference Share) 25-Aug-2026Automobiles0.01%

Debt

NameRatingWeight %
Portfolio data is as on date 31 August, 2025

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Mid Cap Fund Regular Plan - Growth?
    The latest NAV of Sundaram Mid Cap Fund Regular Plan - Growth is 1374.8356 as on 1 October, 2025.
  • What are YTD (year to date) returns of Sundaram Mid Cap Fund Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Mid Cap Fund Regular Plan - Growth are -0.57% as on 1 October, 2025.
  • What are 1 year returns of Sundaram Mid Cap Fund Regular Plan - Growth?
    The 1 year returns of Sundaram Mid Cap Fund Regular Plan - Growth are -4.44% as on 1 October, 2025.
  • What are 3 year CAGR returns of Sundaram Mid Cap Fund Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Mid Cap Fund Regular Plan - Growth are 22.84% as on 1 October, 2025.
  • What are 5 year CAGR returns of Sundaram Mid Cap Fund Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Mid Cap Fund Regular Plan - Growth are 25.8% as on 1 October, 2025.
  • What are 10 year CAGR returns of Sundaram Mid Cap Fund Regular Plan - Growth?
    The 10 year annualized returns (CAGR) of Sundaram Mid Cap Fund Regular Plan - Growth are 25.8% as on 1 October, 2025.