Sundaram Mid Cap Fund-Reg(G)

Equity Mid Cap Rating :

₹ 1,390.06

NAV

Updated: 08 Jul 2025

Fund House

Fund Manager

S. Bharath

Fund Benchmark
Nifty Midcap 150 - TRI

Total AUM

₹ 12,344.50 Cr

Expense Ratio
1.75

52 Week High
₹ 1,442.27

52 Week Low
₹ 1,139.78

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio1442.27

P/B Ratio4.23

Sharpe0.41

Turnover Ratio43.00

Alpha0.08

Beta0.95

Sortino0.81

Standard Deviation15.78

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	2.49%	15.44%	-0.29%	6.84%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	29.82%	29.71%	28.77%	15.20%

Market Cap Distribution

Large Cap

12.97 %
Mid Cap

63.93 %
Small Cap

15.15 %

Avg Market Cap
₹ 58,179.00
(In Crore)

Peer Information

Invesco India Midcap Fund(G)

Equity Mid Cap Aggressive Buy

1Y Returns 14.75%

3Y Returns 32.33%

AUM ₹6,641.10 Cr

NAV ₹179.49

Buy Now

WOC Mid Cap Fund-Reg(G)

Equity Mid Cap Aggressive Buy

1Y Returns 10.37%

3Y Returns

AUM ₹3,190.60 Cr

NAV ₹19.31

Buy Now

Bandhan Midcap Fund-Reg(G)

Equity Mid Cap Aggressive Buy

1Y Returns 0.20%

3Y Returns

AUM ₹1,679.80 Cr

NAV ₹17.36

Buy Now

Axis Midcap Fund-Reg(G)

Equity Mid Cap Aggressive Buy

1Y Returns 3.30%

3Y Returns 23.57%

AUM ₹30,501.50 Cr

NAV ₹114.11

Buy Now

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5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

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