NAV as on 2026-07-17 · Equity · Mid Cap
AUM
₹14.0K Cr
1Y Return
+6.4%
3Y CAGR
+20.7%
5Y CAGR
+17.7%
Expense
1.70%
Risk
Very High
1Y Return
+6.4%
3Y CAGR
+20.7%
5Y CAGR
+17.7%
Since Inception
+15.7%
AI Fund Analysis
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NAV History
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52-Week NAV Range
95% from 52W low
Fund Information
Fund House
Sundaram Mutual Fund
Category
Equity - Mid Cap
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Cummins India Ltd
Industrials
GE Vernova T&D India Ltd
Industrials
Mahindra & Mahindra Financial Services Ltd
Financial Services
BSE Ltd
Financial Services
Coromandel International Ltd
Basic Materials
TREPS (Cash)
The Federal Bank Ltd
Financial Services
Kalyan Jewellers India Ltd
Consumer Cyclical
IDFC First Bank Ltd
Financial Services
Max Financial Services Ltd
Financial Services
Sector Allocation
Fundamentals
P/E Ratio
33.17
Cat avg: 31.95
P/B Ratio
4.83
Cat avg: 4.67
Dividend Yield
0.77%
Cat avg: 0.78%
Price/Sale
2.92
Price/Cash Flow
23.66
Risk Metrics (3Y)
Sharpe Ratio
0.84
Cat avg: 0.72
Sortino Ratio
1.29
Cat avg: 1.13
Beta
0.93
Cat avg: 0.95
Std Deviation
17.30%
Cat avg: 17.97%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Sundaram Mid Cap Gr | 14,026 | 1.70 | +6.4% | +20.7% | +17.7% |
| HDFC Mid Cap Gr | 1,00,858 | 1.30 | +4.1% | +19.3% | +19.4% |
| Kotak Midcap Reg Gr | 67,611 | 1.38 | +6.7% | +19.6% | +17.2% |
| Nippon India Growth Md Cp Reg Gr PlGrOpt | 49,169 | 1.25 | +6.6% | +21.1% | +19.1% |
| Motilal Oswal Midcap Reg Gr | 37,474 | 1.75 | -4.2% | +18.7% | +21.9% |
| Axis Midcap Gr | 33,803 | 1.55 | +5.2% | +16.9% | +13.9% |
| SBI Midcap Reg Gr | 24,127 | 1.62 | +1.2% | +12.4% | +14.3% |
| DSP Midcap Reg Gr | 20,170 | 1.41 | +3.3% | +16.9% | +11.9% |
| Mirae Asset Midcap Reg Gr | 19,543 | 1.42 | +8.3% | +18.0% | +15.8% |
| Edelweiss Mid Cap Gr | 17,748 | 1.67 | +5.3% | +22.1% | +17.9% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.