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NAV: 10 Sep 2025
₹71.58
Rating
4
Min. SIP amount
₹100
Fund size
₹12,595.54Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (76)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coromandel International Ltd. | Chemicals | Equity | 3.66% |
Cummins India Ltd. | Capital Goods | Equity | 3.64% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.84% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.64% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 2.55% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.44% |
Lupin Ltd. | Healthcare | Equity | 2.37% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.04% |
JK Cement Ltd. | Construction | Equity | 2.02% |
Persistent Systems Ltd. | Technology | Equity | 1.99% |
Indian Bank | Financial | Equity | 1.98% |
The Federal Bank Ltd. | Financial | Equity | 1.98% |
Marico Ltd. | Consumer Staples | Equity | 1.97% |
BSE Ltd. | Services | Equity | 1.89% |
IDFC First Bank Ltd. | Financial | Equity | 1.87% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 1.82% |
Coforge Ltd. | Technology | Equity | 1.80% |
The Phoenix Mills Ltd. | Construction | Equity | 1.76% |
PB Fintech Ltd. | Services | Equity | 1.73% |
Delhivery Ltd. | Services | Equity | 1.71% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.62% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.54% |
United Breweries Ltd. | Consumer Staples | Equity | 1.53% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.53% |
Apollo Tyres Ltd. | Automobile | Equity | 1.48% |
Indus Towers Ltd. | Communication | Equity | 1.46% |
Polycab India Ltd. | Capital Goods | Equity | 1.40% |
TVS Holdings Ltd. | Automobile | Equity | 1.39% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.35% |
Chalet Hotels Ltd. | Services | Equity | 1.35% |
Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.29% |
LIC Housing Finance Ltd. | Financial | Equity | 1.23% |
Supreme Industries Ltd. | Chemicals | Equity | 1.22% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.17% |
Shriram Finance Ltd | Financial | Equity | 1.17% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.10% |
Torrent Power Ltd. | Energy | Equity | 1.07% |
Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.05% |
Mankind Pharma Ltd. | Healthcare | Equity | 1.05% |
L&T Technology Services Ltd. | Technology | Equity | 1.05% |
TVS Motor Company Ltd. | Automobile | Equity | 1.04% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.02% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.99% |
Devyani International Ltd. | Services | Equity | 0.95% |
Deepak Nitrite Ltd. | Chemicals | Equity | 0.93% |
Max Financial Services Ltd. | Financial | Equity | 0.93% |
Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.90% |
360 One Wam Ltd. | Financial | Equity | 0.88% |
UNO Minda Ltd. | Automobile | Equity | 0.87% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.87% |
PI Industries Ltd. | Chemicals | Equity | 0.86% |
Bharti Hexacom Ltd. | Communication | Equity | 0.86% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.85% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.84% |
Oberoi Realty Ltd. | Construction | Equity | 0.83% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.83% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 0.81% |
NHPC Ltd. | Energy | Equity | 0.81% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.80% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.77% |
Emami Ltd. | Consumer Staples | Equity | 0.76% |
ACC Ltd. | Construction | Equity | 0.65% |
Gujarat State Petronet Ltd. | Energy | Equity | 0.60% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.51% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.50% |
Indegene Ltd. | Healthcare | Equity | 0.45% |
Crisil Ltd. | Services | Equity | 0.44% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 0.43% |
SKF India Ltd. | Capital Goods | Equity | 0.41% |
Ola Electric Mobility Ltd. | Automobile | Equity | 0.33% |
Dalmia Bharat Ltd. | Construction | Equity | 0.31% |
Astral Ltd. | Chemicals | Equity | 0.29% |
Gland Pharma Ltd. | Healthcare | Equity | 0.26% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.25% |
Trent Ltd. | Services | Equity | 0.21% |
Gujarat Gas Ltd. | Energy | Equity | 0.11% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 1.2% | 22.5% | 28.0% | 18.7% |
| Category average | -2.1% | 19.4% | 26.3% | NA |
| Rank with in category | 14 | 10 | 11 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct IDCW | 5 | 1.7% | 27.6% | 34,779.74 |
HDFC Mid Cap Fund Direct IDCW | 5 | 2.6% | 25.0% | 83,847.39 |
Edelweiss Mid Cap Direct Plan IDCW | 5 | 3.7% | 24.5% | 11,026.93 |
Nippon India Growth Mid Cap Fund Direct IDCW | 4 | 1.6% | 24.2% | 38,581.28 |
Sundaram Mid Cap Fund Direct IDCW | 4 | 1.2% | 22.5% | 12,595.54 |
Expense ratio, exit load and tax
Expense ratio: 0.93%
Inclusive of GST
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (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%.
Understand terms
Check past data
Fund management
Bharath S.Feb 2021 - PresentView details
Bharath S.
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Ratish VarierFeb 2021 - PresentView details
Ratish Varier
Feb 2021 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.93%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 2.39
The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y
Cons
10Y annualised returns lower than category average by 0.06%
Compare funds
Sundaram Mid Cap Fund Direct IDCW
VS
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