Equity Mid Cap Fund Very High Risk
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 11.67% | 1.69% | -1.93% | 2.83% | 11.3% | 10.84% | 24.15% | 19.34% | 19.79% | 15.26% | 23.14% |
| Category returns | 12.37% | 2.99% | -1.89% | 0.99% | 10.31% | 8.11% | 21.21% | 16.7% | 17.95% | 16.36% | N/A |
| Absolute returns | 0.5% | 0.26% | -1.42% | 2.44% | 6.65% | 20.02% | 88.52% | 125.52% | 142.99% | 313.8% | 0% |
| Rank within category | 22 | 21 | 18 | 10 | 14 | 8 | 8 | 8 | 8 | 14 | N/A |
| Total Schemes in Category | 35 | 33 | 31 | 30 | 30 | 29 | 29 | 25 | 25 | 20 | N/A |
| Mid Cap Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 11.33% | 40.77% | -15.41% | -0.3% | 11.79% | 37.49% | 4.84% | 40.35% | 32.01% | 4.09% | -0.7% |
| Q1 returns | -6.27% | 14.23% | -9.33% | 1.4% | -28.81% | 11.31% | -1.98% | -4.16% | 5.12% | -10.49% | -11.7% |
| Q2 returns | 12.54% | 5.02% | -2.12% | -1.41% | 17.52% | 10.28% | -9.34% | 15.41% | 16.34% | 12.84% | 12.46% |
| Q3 Returns | 11.01% | 3.49% | -7.44% | -4.42% | 12.43% | 11.2% | 17.51% | 11.3% | 11.98% | -1.94% | N/A |
| Q4 Returns | -4.93% | 13.37% | 2.99% | 4.34% | 18.85% | 0.72% | 0.41% | 14.01% | -3.6% | 5.1% | N/A |
Expense ratio: 1.7%
Inclusive of GST
Exit load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
| Alpha | 0.142137 |
| Beta | 0.9342 |
| Sharpe Ratio | 0.330363 |
| Sortino Ratio | 0.604731 |
| R-Squared | 0.9522 |
| Tracking Error | 1.0235 |
| Downside Risk | 21.4742 |
| Std. Deviation (Annualised) | 15.8622 |
| Mid Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Midcap Fund - Regular Plan - Growth | 16.79% | 7.93% | 5.15% | 10.17% | 21.6% | 26.86% | 19.18% | 17.45% | 18.83% | 11,341.80 | 1.73 | 0.30 | Very High |
| ICICI Prudential Midcap Fund - Growth | 14.39% | 7.16% | 6.06% | 9.74% | 24.33% | 26.21% | 20.73% | 17.33% | 17.63% | 6,568.77 | 1.87 | 0.33 | Very High |
| WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | 12.32% | 3.24% | -1.05% | 4.25% | 15.16% | 25.61% | 0% | 0% | 20.87% | 4,490.64 | 1.87 | 0.34 | Very High |
| Invesco India Midcap Fund - Regular Plan - Growth | 14.37% | 3.99% | -4.07% | -0.81% | 13.6% | 25.59% | 21.01% | 18.31% | 16.35% | 9,895.34 | 1.72 | 0.31 | Very High |
| Nippon India Growth Mid Cap Fund - Growth Option | 12.91% | 3.99% | 0.76% | 4.07% | 12.26% | 25.44% | 22.24% | 19.06% | 21.94% | 39,676.10 | 1.55 | 0.33 | Very High |
| Edelweiss Mid Cap Fund - Regular Plan - Growth | 11.86% | 0.91% | -0.59% | 2.93% | 10.73% | 24.72% | 21.02% | 18.67% | 13.55% | 13,553.60 | 1.68 | 0.32 | Very High |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 12.54% | 4.61% | 2.74% | 5.74% | 12.03% | 24.21% | 20.1% | 0% | 16.26% | 4,098.63 | 1.85 | 0.32 | Very High |
| Sundaram Mid Cap Fund - Regular Plan - Growth Current | 11.67% | 1.69% | -1.93% | 2.83% | 11.3% | 24.15% | 19.79% | 15.26% | 23.14% | 11,898.20 | 1.73 | 0.33 | Very High |
| ITI Mid Cap Fund - Regular Plan - Growth | 13.3% | 1.01% | 0.13% | 3.84% | 11.39% | 23.61% | 16.78% | 0% | 16.27% | 1,183.91 | 2.02 | 0.29 | Very High |
| HDFC Mid Cap Fund - Regular Plan - Growth | 9.13% | -1.83% | -2.49% | 0.91% | 10.69% | 23.56% | 21.26% | 18.07% | 17.11% | 85,357.90 | 1.37 | 0.34 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 96.78% |
| Cash & Cash Equivalents and Net Assets | 2.79% | |
| Domestic Mutual Funds Units | 0.42% | |
| Preference Shares | 0.01% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Industrial Products | 7.43% | |
| Electrical Equipment | 6.96% | |
| Finance | 4.21% | |
| Capital Markets | 6.41% | |
| Fertilizers & Agrochemicals | 3.02% | |
| Others | 3.21% | |
| Banks | 8.52% | |
| Consumer Durables | 5.32% | |
| Insurance | 1.99% | |
| Agricultural Food & Other Products | 1.97% | |
| Ferrous Metals | 1.94% | |
| Healthcare Services | 4.42% | |
| Realty | 3.21% | |
| Pharmaceuticals & Biotechnology | 5.05% | |
| Financial Technology (Fintech) | 2.59% | |
| Transport Services | 1.75% | |
| It - Software | 3.63% | |
| Aerospace & Defense | 1.62% | |
| Leisure Services | 2.91% | |
| Power | 3.17% | |
| Petroleum Products | 1.51% | |
| Auto Components | 6.21% | |
| Cement & Cement Products | 1.31% | |
| Automobiles | 1.23% | |
| Personal Products | 2.71% | |
| It - Services | 0.99% | |
| Telecom - Services | 1.61% | |
| Retailing | 2.25% | |
| Chemicals & Petrochemicals | 0.89% | |
| Gas | 0.68% | |
| Beverages | 0.82% | |
| Non - Ferrous Metals | 0.45% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Cummins India Ltd. | Industrial Products | Domestic Equities | 3.35% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 3.34% |
| Mahindra & Mahindra Financial Services Ltd. | Finance | Domestic Equities | 2.67% |
| BSE Ltd. | Capital Markets | Domestic Equities | 2.57% |
| Coromandel International Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 2.43% |
| TREPS | Cash & Cash Equivalents and Net Assets | 2.38% | |
| The Federal Bank Ltd. | Banks | Domestic Equities | 2.23% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 2.08% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 1.99% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 1.99% |
| Marico Ltd. | Agricultural Food & Other Products | Domestic Equities | 1.97% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 1.94% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 1.86% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 1.86% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.86% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.85% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 1.75% |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 1.67% |
| Indian Bank | Banks | Domestic Equities | 1.64% |
| Coforge Ltd. | It - Software | Domestic Equities | 1.64% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.62% |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 1.60% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 1.59% |
| Jubilant FoodWorks Ltd. | Leisure Services | Domestic Equities | 1.59% |
| TVS Holdings Ltd. | Finance | Domestic Equities | 1.54% |
| Torrent Power Ltd. | Power | Domestic Equities | 1.52% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 1.51% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 1.42% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 1.35% |
| Persistent Systems Ltd. | It - Software | Domestic Equities | 1.33% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.31% |
| ZF Commercial Vehicle Control Systems India Ltd. | Auto Components | Domestic Equities | 1.27% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 1.22% |
| Thermax Ltd. | Electrical Equipment | Domestic Equities | 1.19% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.16% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 1.13% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 1.13% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.11% |
| Motilal Oswal Financial Services Ltd. | Capital Markets | Domestic Equities | 1.09% |
| Dr. Lal Pathlabs Ltd. | Healthcare Services | Domestic Equities | 1.08% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 1.06% |
| Colgate-Palmolive (India) Ltd. | Personal Products | Domestic Equities | 1.00% |
| L&T Technology Services Ltd. | It - Services | Domestic Equities | 0.99% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 0.97% |
| Amber Enterprises India Ltd. | Consumer Durables | Domestic Equities | 0.96% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 0.95% |
| Emami Ltd. | Personal Products | Domestic Equities | 0.94% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.93% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.92% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.92% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 0.90% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.89% |
| Deepak Nitrite Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.89% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 0.85% |
| NHPC Ltd. | Power | Domestic Equities | 0.84% |
| Premier Energies Ltd. | Electrical Equipment | Domestic Equities | 0.83% |
| JSW Energy Ltd. | Power | Domestic Equities | 0.81% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 0.77% |
| Procter & Gamble Hygiene and Health Care Ltd. | Personal Products | Domestic Equities | 0.77% |
| Apollo Tyres Ltd. | Auto Components | Domestic Equities | 0.76% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 0.76% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.74% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.71% |
| Nippon Life India Asset Management Ltd. | Capital Markets | Domestic Equities | 0.70% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.70% |
| Gujarat State Petronet Ltd. | Gas | Domestic Equities | 0.68% |
| Chalet Hotels Ltd. | Leisure Services | Domestic Equities | 0.68% |
| Fractal Analytics Ltd. | It - Software | Domestic Equities | 0.66% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 0.66% |
| Devyani International Ltd. | Leisure Services | Domestic Equities | 0.65% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.61% |
| Grindwell Norton Ltd. | Industrial Products | Domestic Equities | 0.60% |
| Indegene Ltd. | Healthcare Services | Domestic Equities | 0.59% |
| PI Industries Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.58% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 0.46% |
| National Aluminium Company Ltd. | Non - Ferrous Metals | Domestic Equities | 0.45% |
| Sundaram Liquid Fund - Direct Growth* | Domestic Mutual Funds Units | 0.42% | |
| Cash and Other Net Current Assets | Cash & Cash Equivalents and Net Assets | 0.40% | |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 0.40% |
| Oberoi Realty Ltd. | Realty | Domestic Equities | 0.37% |
| United Breweries Ltd. | Beverages | Domestic Equities | 0.37% |
| TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share) 01-Sep-2026 | Automobiles | Preference Shares | 0.01% |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in Mid Cap Fund.
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
The scheme benchmark is the Nifty Midcap 150 - TRI
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 6.65%
3-year: 23.51%
5-year: 19.42%
Top holdings include names such as:
The NAV is around ₹1,426.20 (approx.) for the Sundaram Mid Cap Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹13,378 Cr.
The expense ratio for the Regular Plan is 1.7.
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund manager: S. Bharath
This fund is suitable for investors with a Very High risk tolerance.
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