Sundaram Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
+25.77%
3Y annualised
+0.72% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Nov 2025
₹1,583.88
Rating
4
Min. SIP amount
₹100
Fund size
₹13,235.84Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (74)

NameSectorInstrumentAssets
Capital GoodsEquity4.18%
FinancialEquity2.84%
HealthcareEquity2.78%
ChemicalsEquity2.75%
Capital GoodsEquity2.71%
FinancialEquity2.35%
FinancialEquity2.23%
EnergyEquity2.21%
Consumer DiscretionaryEquity2.14%
FinancialEquity2.12%
TechnologyEquity2.00%
Consumer StaplesEquity1.99%
ServicesEquity1.98%
Metals & MiningEquity1.92%
ConstructionEquity1.90%
ServicesEquity1.86%
ServicesEquity1.85%
ConstructionEquity1.75%
TechnologyEquity1.73%
AutomobileEquity1.72%
ServicesEquity1.66%
HealthcareEquity1.63%
Capital GoodsEquity1.62%
Capital GoodsEquity1.53%
FinancialEquity1.41%
CommunicationEquity1.39%
Consumer StaplesEquity1.38%
ServicesEquity1.34%
HealthcareEquity1.30%
AutomobileEquity1.26%
AutomobileEquity1.23%
HealthcareEquity1.23%
AutomobileEquity1.22%
HealthcareEquity1.15%
FinancialEquity1.14%
Consumer StaplesEquity1.14%
AutomobileEquity1.12%
FinancialEquity1.10%
TechnologyEquity1.09%
Capital GoodsEquity1.07%
FinancialEquity1.05%
EnergyEquity1.03%
ConstructionEquity1.01%
ChemicalsEquity1.00%
AutomobileEquity0.99%
HealthcareEquity0.93%
Consumer StaplesEquity0.92%
FinancialEquity0.91%
ChemicalsEquity0.90%
ServicesEquity0.88%
ConstructionEquity0.87%
Capital GoodsEquity0.86%
Metals & MiningEquity0.85%
ServicesEquity0.85%
EnergyEquity0.84%
CommunicationEquity0.82%
Capital GoodsEquity0.79%
FinancialEquity0.73%
ChemicalsEquity0.69%
Consumer DiscretionaryEquity0.67%
Consumer StaplesEquity0.65%
ConstructionEquity0.62%
EnergyEquity0.60%
ServicesEquity0.59%
HealthcareEquity0.58%
Metals & MiningEquity0.55%
HealthcareEquity0.48%
Sundaram Liquid Direct-Growth
NAMutual Fund0.42%
HealthcareEquity0.32%
SKF India (Industrial) Ltd.
Capital GoodsEquity0.27%
Capital GoodsEquity0.21%
ChemicalsEquity0.05%
AutomobileEquity0.02%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.01%
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
1Y3Y5YAll
Fund returns11.4%25.8%26.6%18.8%
Category average8.9%22.2%24.4%NA
Rank with in category211010NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
15.7%28.6%4,075.13
5
2.4%28.1%37,500.86
5
13.3%27.4%89,383.23
5
11.7%27.2%12,646.93
4
10.3%26.9%41,267.69

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

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
NA
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,

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