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Sundaram Mid Cap Fund Growth
+22.07%
3Y annualised
+0.49% 1D
NAV: 04 Jun '26
₹1,425.85
Min. for SIP
₹100
Fund size (AUM)
₹13,378.01 Cr
Expense ratio
1.82%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,265 | +2.11% | |
| 3 years | ₹1,80,000 | ₹2,12,379 | +17.99% | |
| 5 years | ₹3,00,000 | ₹4,53,491 | +51.16% | |
| 10 years | ₹6,00,000 | ₹13,90,799 | +131.80% |
Holdings (82)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd | Industrials | Equity | 3.35% |
| GE T&D India Ltd | Industrials | Equity | 3.34% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.67% |
| BSE Ltd | Financial | Equity | 2.57% |
| Coromandel International Ltd | Materials | Equity | 2.43% |
| Repo | Unspecified | Repo | 2.38% |
| The Federal Bank Ltd | Financial | Equity | 2.23% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 2.08% |
| IDFC First Bank Ltd | Financial | Equity | 1.99% |
| Max Financial Services Ltd | Financial | Equity | 1.99% |
| Marico Ltd | Consumer Staples | Equity | 1.97% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.94% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.86% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.86% |
| Lupin Ltd | Healthcare | Equity | 1.86% |
| PB Fintech Ltd | Financial | Equity | 1.85% |
| Delhivery Ltd | Industrials | Equity | 1.75% |
| Polycab India Ltd | Industrials | Equity | 1.67% |
| Indian Bank | Financial | Equity | 1.64% |
| Coforge Ltd | Technology | Equity | 1.64% |
| Bharat Electronics Ltd | Industrials | Equity | 1.62% |
| Suzlon Energy Ltd | Industrials | Equity | 1.60% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.59% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.59% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.54% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.52% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.51% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.42% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.35% |
| Persistent Systems Ltd | Technology | Equity | 1.33% |
| JK Cement Ltd | Materials | Equity | 1.31% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.27% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.22% |
| Thermax Ltd | Industrials | Equity | 1.19% |
| Gland Pharma Ltd | Healthcare | Equity | 1.16% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.13% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.13% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.11% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.09% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.08% |
| Indusind Bank Ltd | Financial | Equity | 1.06% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.00% |
| L&T Technology Services Ltd | Technology | Equity | 0.99% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.97% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.96% |
| Indus Towers Ltd | Technology | Equity | 0.95% |
| Emami Ltd | Consumer Staples | Equity | 0.94% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.93% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.92% |
| Supreme Industries Ltd | Materials | Equity | 0.92% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.90% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.89% |
| Deepak Nitrite Ltd | Materials | Equity | 0.89% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.85% |
| NHPC Ltd | Energy & Utilities | Equity | 0.84% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.83% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.81% |
| Schaeffler India Ltd | Industrials | Equity | 0.77% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 0.77% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.76% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.76% |
| One 97 Communications Ltd | Industrials | Equity | 0.74% |
| Swiggy Ltd. | Technology | Equity | 0.71% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.70% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.70% |
| Gujarat State Petronet Ltd | Energy & Utilities | Equity | 0.68% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.68% |
| Fractal Analytics Ltd. | Technology | Equity | 0.66% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.66% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.65% |
| Info Edge (India) Ltd | Technology | Equity | 0.61% |
| Grindwell Norton Ltd | Materials | Equity | 0.60% |
| Indegene Ltd. | Healthcare | Equity | 0.59% |
| PI Industries Ltd | Materials | Equity | 0.58% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.46% |
| National Aluminium Company Ltd | Materials | Equity | 0.45% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 0.42% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.40% |
| Berger Paints India Ltd | Materials | Equity | 0.40% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.37% |
| United Breweries Ltd | Consumer Staples | Equity | 0.37% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +22.1% | +18.3% | +15.1% | +23.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 10 | 10 | 14 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +10.56% | +23.73% | 5,293.04 | |
 | +5.51% | +22.84% | 15,910.69 | |
 | +6.37% | +22.82% | 45,820.33 | |
| +5.05% | +22.07% | 13,378.01 | |
 | +4.85% | +21.27% | 94,744.72 | |
| Compare | ||||
Fund management
BSBharath SFeb 2021 - PresentView details
BS
Bharath S
Feb 2021 - Present
View details
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
About Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S is the Current Fund Manager of Sundaram Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 04 Jun 2026 is ₹1,425.85.
The Sundaram Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
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.;
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,