Sundaram Mid Cap Fund Regular-Growth
Equity
Mid Cap
₹-0.26% 1D
NAV on
Fund Summary
Ionic Wealth AI
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Fund Overview
- Rating
4 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹14027 Cr
- Created on2 July 2002
Fund Ranking
#7
/ 44 in Mid Cap
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month5.9%
- 1 Year6.4%
- 3 Year (CAGR)20.7%
- All Time (CAGR)23.2%
Category Return
- 6 Month5.8%
- 1 Year5.1%
- 3 Year (CAGR)18.6%
- All Time (CAGR)-
Asset Allocation
- Equity96.3%
- Debt1.2%
- Other2.5%
Top 5 Holdings
Top 5 Sectors
- Ashok Leyland1.05%
- Berger Paints India0.41%
- Bharat Electronics1.48%
- Colgate-Palmolive (India)0.91%
- Coromandel International2.45%
Fund Information
- Expense Ratio1.87%
- Exit LoadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-In PeriodNo Lock-In
Managed By
Bharath S
Feb 2021 - Present
Ratish Varier
Feb 2021 - Present
Shalav Saket
Dec 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.87 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 17.30 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.22 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.94