Sundaram Mutual’s midcap fund has marked 23 years of operations this July. It is among India’s longest-running midcap equity funds, following a bottom-up stock-picking strategy with a focus on scalable mid-sized businesses.
“The focus has been on companies with strong financials and growth potential. Risk controls and valuation discipline have been central,” said Bharath S, Head – Equities, Sundaram Mutual.
The fund’s stated goal remains capital growth through investments mainly in midcap stocks. It has no guaranteed returns or capital protection, a fact the AMC highlights in its documents.
Midcap stocks tend to be more volatile than large caps. Investors should keep in mind that past returns do not promise future gains. Market conditions, economic cycles, and fund manager strategies can affect performance.
As it enters its 24th year, Sundaram Midcap Fund continues to look for exposure to India’s mid-sized growth stories. Experts advise reviewing one’s risk profile and consulting a financial adviser before investing in midcap funds.
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First Published: Jul 30, 2025 4:37 PM IST
