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Sundaram Mid Cap Fund Growth
Equity
Mid Cap
Very High Risk
+24.85%
3Y annualised
+0.20% 1D
NAV: 20 Feb '26
₹1,425.39
Min. for SIP
Not Supported
Fund size
₹12,917.24 Cr
Expense ratio
1.73%
Holdings (76)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd. | Capital Goods | Equity | 3.56% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.35% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 2.98% |
| Coromandel International Ltd. | Chemicals | Equity | 2.83% |
| IDFC First Bank Ltd. | Financial | Equity | 2.46% |
| The Federal Bank Ltd. | Financial | Equity | 2.36% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.09% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.07% |
| BSE Ltd. | Services | Equity | 2.05% |
| Indian Bank | Financial | Equity | 2.02% |
| Coforge Ltd. | Technology | Equity | 1.98% |
| Marico Ltd. | Consumer Staples | Equity | 1.93% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.91% |
| PB Fintech Ltd. | Services | Equity | 1.90% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.89% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.83% |
| Persistent Systems Ltd. | Technology | Equity | 1.77% |
| Lupin Ltd. | Healthcare | Equity | 1.75% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.75% |
| TVS Holdings Ltd. | Automobile | Equity | 1.75% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.71% |
| Delhivery Ltd. | Services | Equity | 1.64% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.62% |
| Polycab India Ltd. | Capital Goods | Equity | 1.53% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.53% |
| JK Cement Ltd. | Construction | Equity | 1.50% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.50% |
| Indus Towers Ltd. | Communication | Equity | 1.35% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.33% |
| Gland Pharma Ltd. | Healthcare | Equity | 1.25% |
| 360 One Wam Ltd. | Financial | Equity | 1.22% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.21% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.20% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.19% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.18% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.16% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.15% |
| Torrent Power Ltd. | Energy | Equity | 1.11% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.11% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.11% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.08% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.08% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.06% |
| Indusind Bank Ltd. | Financial | Equity | 1.05% |
| Emami Ltd. | Consumer Staples | Equity | 1.04% |
| L&T Technology Services Ltd. | Technology | Equity | 1.03% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.00% |
| Max Financial Services Ltd. | Financial | Equity | 0.98% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.94% |
| UNO Minda Ltd. | Automobile | Equity | 0.94% |
| Chalet Hotels Ltd. | Services | Equity | 0.93% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.92% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.87% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.85% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.84% |
| NHPC Ltd. | Energy | Equity | 0.82% |
| Oberoi Realty Ltd. | Construction | Equity | 0.79% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.77% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.75% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.70% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.70% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.64% |
| PI Industries Ltd. | Chemicals | Equity | 0.63% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.63% |
| Devyani International Ltd. | Services | Equity | 0.62% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.61% |
| Crisil Ltd. | Services | Equity | 0.57% |
| Indegene Ltd. | Healthcare | Equity | 0.53% |
| Swiggy Ltd. | Services | Equity | 0.51% |
| Info Edge (India) Ltd. | Services | Equity | 0.50% |
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 0.43% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.41% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.32% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.21% |
| Shriram Finance Ltd | Financial | Equity | 0.08% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +24.9% | +20.1% | +16.8% | +23.5% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 8 | 11 | 13 | -- |
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) | |
|---|---|---|---|---|
Nippon India Growth Mid Cap Fund Growth | +19.05% | +26.18% | 41,727.36 | |
HDFC Mid Cap Fund Growth | +18.61% | +25.88% | 92,186.87 | |
WhiteOak Capital Mid Cap Fund Growth | +17.47% | +25.59% | 4,467.89 | |
Sundaram Mid Cap Fund Growth | +18.34% | +24.85% | 12,917.24 | |
Motilal Oswal Midcap Fund Growth | -1.72% | +22.32% | 34,432.18 | |
| Compare | ||||
Fund management
BSBharath S.Feb 2021 - PresentView details
BS
Bharath S.
Feb 2021 - Present
View details
RVRatish VarierFeb 2021 - PresentView details
RV
Ratish Varier
Feb 2021 - 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 ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹1,425.39.
The Sundaram Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
;
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₹75,674.20 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,