Sundaram Mid Cap Growth

EquityMid-Cap
1412.92
-20.97(-1.46%)
NAV as on 08 Dec, 2025
CAGR
22.62%

Top Performer

This scheme has consistently delivered the best returns in its Mid-Cap category across .

Returns
  • AUM (Crs.)13,235.84
  • Expense Ratio1.74 %
  • Sharpe Ratio / Category Average1.09 / 0.94
  • Standard Deviation / Category Average15.07 / 15.67
  • Beta / Category Average0.93 / 0.94
  • Portfolio Turnover / Category Average45.68 / 74.36
  • Top 5 Stocks Wt.15.25
  • Top 10 Stocks Wt.26.31
  • Top 3 Sectors Wt.50.93
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocksundefined
    • Avg. Market Capundefined
    • Top 10 Stocksundefined%
    • Top 5 Stocksundefined%
    • Top 3 Sectorsundefined%
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      S. Bharath, Ratish Varier
    • Launch Date30 Jul, 2002
    • BenchmarkS&P BSE 500

    Objective

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

    Riskometer

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