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NAV: 24 Oct 2025
₹73.07
Rating
4
Min. SIP amount
₹100
Fund size
₹12,585.11Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (75)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Cummins India Ltd. | Capital Goods | Equity | 3.97% |
Coromandel International Ltd. | Chemicals | Equity | 3.06% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.92% |
GE Vernova T&D India Ltd | Capital Goods | Equity | 2.77% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.61% |
Lupin Ltd. | Healthcare | Equity | 2.38% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.16% |
Indian Bank | Financial | Equity | 2.15% |
IDFC First Bank Ltd. | Financial | Equity | 2.09% |
Marico Ltd. | Consumer Staples | Equity | 2.03% |
Jindal Steel Ltd. | Metals & Mining | Equity | 2.01% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.96% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.96% |
The Federal Bank Ltd. | Financial | Equity | 1.89% |
JK Cement Ltd. | Construction | Equity | 1.87% |
The Phoenix Mills Ltd. | Construction | Equity | 1.85% |
Persistent Systems Ltd. | Technology | Equity | 1.83% |
Coforge Ltd. | Technology | Equity | 1.82% |
Delhivery Ltd. | Services | Equity | 1.69% |
PB Fintech Ltd. | Services | Equity | 1.63% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.61% |
BSE Ltd. | Services | Equity | 1.61% |
Polycab India Ltd. | Capital Goods | Equity | 1.52% |
TVS Holdings Ltd. | Automobile | Equity | 1.52% |
United Breweries Ltd. | Consumer Staples | Equity | 1.44% |
Chalet Hotels Ltd. | Services | Equity | 1.41% |
Apollo Tyres Ltd. | Automobile | Equity | 1.39% |
Indus Towers Ltd. | Communication | Equity | 1.38% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.38% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.32% |
TVS Motor Company Ltd. | Automobile | Equity | 1.27% |
Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.27% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 1.23% |
Shriram Finance Ltd | Financial | Equity | 1.19% |
LIC Housing Finance Ltd. | Financial | Equity | 1.19% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.19% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.19% |
Supreme Industries Ltd. | Chemicals | Equity | 1.16% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.12% |
UNO Minda Ltd. | Automobile | Equity | 1.09% |
L&T Technology Services Ltd. | Technology | Equity | 1.09% |
Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.03% |
Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.03% |
360 One Wam Ltd. | Financial | Equity | 1.02% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.02% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.00% |
Deepak Nitrite Ltd. | Chemicals | Equity | 1.00% |
Mankind Pharma Ltd. | Healthcare | Equity | 1.00% |
Torrent Power Ltd. | Energy | Equity | 1.00% |
Max Financial Services Ltd. | Financial | Equity | 0.98% |
Devyani International Ltd. | Services | Equity | 0.92% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.92% |
NHPC Ltd. | Energy | Equity | 0.89% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 0.87% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.86% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.85% |
Oberoi Realty Ltd. | Construction | Equity | 0.81% |
Bharti Hexacom Ltd. | Communication | Equity | 0.77% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.75% |
PI Industries Ltd. | Chemicals | Equity | 0.71% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.71% |
Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.70% |
Emami Ltd. | Consumer Staples | Equity | 0.69% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.65% |
Gujarat State Petronet Ltd. | Energy | Equity | 0.63% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.55% |
Crisil Ltd. | Services | Equity | 0.52% |
SKF India Ltd. | Capital Goods | Equity | 0.49% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.49% |
ACC Ltd. | Construction | Equity | 0.49% |
Indegene Ltd. | Healthcare | Equity | 0.48% |
Dalmia Bharat Ltd. | Construction | Equity | 0.48% |
Gland Pharma Ltd. | Healthcare | Equity | 0.44% |
Ola Electric Mobility Ltd. | Automobile | Equity | 0.35% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
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 | 5.7% | 25.1% | 27.8% | 18.8% |
| Category average | 2.9% | 21.6% | 25.5% | NA |
| Rank with in category | 12 | 11 | 9 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct IDCW | 5 | -0.7% | 27.4% | 34,748.89 |
HDFC Mid Cap Fund Direct IDCW | 5 | 8.1% | 27.3% | 84,854.73 |
Edelweiss Mid Cap Direct Plan IDCW | 5 | 6.6% | 26.8% | 11,731.01 |
Nippon India Growth Mid Cap Fund Direct IDCW | 4 | 5.3% | 26.6% | 39,328.98 |
Sundaram Mid Cap Fund Direct IDCW | 4 | 5.7% | 25.1% | 12,585.11 |
Expense ratio, exit load and tax
Expense ratio: 0.92%
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.comCompare funds
Sundaram Mid Cap Fund Direct IDCW
VS
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