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Sundaram Mid Cap Fund Growth
Equity
Mid Cap
Very High Risk
+23.76%
3Y annualised
-0.87% 1D
NAV: 09 Jan '26
₹1,412.13
Min. SIP amount
Not Supported
Fund size
₹13,344.99 Cr
Expense ratio
1.73%
Holdings (77)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd. | Capital Goods | Equity | 4.15% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.30% |
| Coromandel International Ltd. | Chemicals | Equity | 3.09% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 2.50% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.47% |
| The Federal Bank Ltd. | Financial | Equity | 2.29% |
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.29% |
| IDFC First Bank Ltd. | Financial | Equity | 2.28% |
| Coforge Ltd. | Technology | Equity | 2.18% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.14% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.11% |
| BSE Ltd. | Services | Equity | 2.06% |
| Indian Bank | Financial | Equity | 2.01% |
| PB Fintech Ltd. | Services | Equity | 2.00% |
| Marico Ltd. | Consumer Staples | Equity | 1.97% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.94% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.90% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.86% |
| Persistent Systems Ltd. | Technology | Equity | 1.84% |
| Lupin Ltd. | Healthcare | Equity | 1.66% |
| JK Cement Ltd. | Construction | Equity | 1.65% |
| TVS Holdings Ltd. | Automobile | Equity | 1.61% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.55% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.52% |
| Delhivery Ltd. | Services | Equity | 1.51% |
| Polycab India Ltd. | Capital Goods | Equity | 1.47% |
| Indus Towers Ltd. | Communication | Equity | 1.35% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.31% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.29% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.28% |
| Chalet Hotels Ltd. | Services | Equity | 1.24% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.23% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.23% |
| 360 One Wam Ltd. | Financial | Equity | 1.22% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.20% |
| L&T Technology Services Ltd. | Technology | Equity | 1.19% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.19% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.17% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.09% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.09% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.07% |
| UNO Minda Ltd. | Automobile | Equity | 1.03% |
| Torrent Power Ltd. | Energy | Equity | 1.02% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.01% |
| Max Financial Services Ltd. | Financial | Equity | 1.00% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.97% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.91% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.91% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.88% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.87% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.87% |
| Gland Pharma Ltd. | Healthcare | Equity | 0.84% |
| Emami Ltd. | Consumer Staples | Equity | 0.84% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.81% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.80% |
| Oberoi Realty Ltd. | Construction | Equity | 0.80% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.77% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.76% |
| NHPC Ltd. | Energy | Equity | 0.75% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.74% |
| Devyani International Ltd. | Services | Equity | 0.70% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.67% |
| PI Industries Ltd. | Chemicals | Equity | 0.65% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.60% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.59% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.55% |
| Crisil Ltd. | Services | Equity | 0.52% |
| Indegene Ltd. | Healthcare | Equity | 0.51% |
| Info Edge (India) Ltd. | Services | Equity | 0.37% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.31% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.27% |
| Indusind Bank Ltd. | Financial | Equity | 0.25% |
| SKF India Ltd. | Capital Goods | Equity | 0.19% |
| Shriram Finance Ltd | Financial | Equity | 0.17% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.05% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.02% |
| 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 | +23.8% | +21.1% | +15.3% | +23.5% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 11 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Growth | +6.71% | +25.26% | 4,075.13 | |
HDFC Mid Cap Fund Growth | +8.50% | +24.82% | 92,168.85 | |
Motilal Oswal Midcap Fund Growth | -8.36% | +24.82% | 36,880.18 | |
Nippon India Growth Mid Cap Fund Growth | +5.33% | +24.46% | 42,124.50 | |
Sundaram Mid Cap Fund Growth | +5.16% | +23.76% | 13,344.99 | |
| 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 ₹76,948 Cr and the Latest NAV as of 09 Jan 2026 is ₹1,412.13.
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.
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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₹76,948.12 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,