Item: Sundaram Mid Cap Regular Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Mid Cap Regular Growth

1474.896 (-0.239%)

NAV on November 13, 2026

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 13,453 cr

Turnover Ratio 42.84%

Expense Ratio 1.86%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 100

Fund Manager S. Bharath (Since over 5 years) Shalav Saket (Since 11 months)

ISIN INF903J01173

Fund Family Sundaram

P/E Ratio 31.14

P/B Ratio 3.96

Launch Date July 30, 2002

Benchmark Nifty Midcap 150 TR INR

Financial 23.05%

Industrial 17.76%

Technology 10.33%

Basic Materials 7.64%

Consumer Cyclical 16.28%

Utilities Services 2.42%

Healthcare Services 11.56%

Energy Services 1.24%

Communication Services 2.63%

Consumer Defensive 3.92%

Real Estate 3.16%

Top Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
HSBC Midcap Fund Direct Plan Growth	₹ 538.968	17.55%	₹ 16,772 cr	1.15%	High
Invesco India Mid Cap Fund Direct Plan Growth Option	₹ 247.400	10.92%	₹ 15,831 cr	0.76%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	₹ 127.607	4.89%	₹ 18,675 cr	0.68%	Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	₹ 229.697	2.38%	₹ 100,687 cr	0.76%	Below Average

Best Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Baroda Mid-cap Fund Plan B (Direct) Growth Option	₹ 17.835	27.39%	₹ 92 cr	1.6%	Below Average
HSBC Midcap Fund Direct Plan Growth	₹ 538.968	17.55%	₹ 16,772 cr	1.15%	High
Invesco India Mid Cap Fund Direct Plan Growth Option	₹ 247.400	10.92%	₹ 15,831 cr	0.76%	High
Bandhan Mid Cap Fund Direct Growth	₹ 20.699	10.58%	₹ 2,518 cr	0.76%	Above Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	₹ 127.607	4.89%	₹ 18,675 cr	0.68%	Average
Motilal Oswal Midcap Direct Growth	₹ 123.073	3.93%	₹ 40,208 cr	0.93%	High