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Value Research Rating
Our Opinion
Riskometer
Very High
₹1,353.9210 -0.01%
As on 23-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Mid Cap Fund - Regular Plan
|
|
|
Very High
|
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1.75 |
|
 |
|
Very High
|
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1.40 |
||
|
|
Very High
|
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1.42 |
||
|
|
Very High
|
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1.56 |
||
|
|
Very High
|
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1.58 |
₹12,344 Cr
1.00 (365)
100
100
100
6
Investment Strategy
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Mid Cap Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Mid Cap Fund - Regular Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Sundaram Mid Cap Fund - Regular Plan, is ₹1,353.9210 as of 24-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
3.42
|
|
|
3.21
|
|
|
3.15
|
|
|
2.73
|
|
|
2.22
|
Over the past five years, Sundaram Mid Cap Fund - Regular Plan has delivered an annualised return of 28.17% as of 24-Jun-2025.
The minimum investment required to start investing in Sundaram Mid Cap Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
