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Sundaram Mid Cap Fund Direct Growth
+19.84%
3Y annualised
-1.18% 1D
NAV: 01 Sep '26
₹1,664.59
Min. for SIP
₹100
Fund size (AUM)
₹14,504.36 Cr
Expense ratio
1.05%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,792 | +6.32% | |
| 3 years | ₹1,80,000 | ₹2,16,761 | +20.42% | |
| 5 years | ₹3,00,000 | ₹4,73,045 | +57.68% | |
| 10 years | ₹6,00,000 | ₹15,05,186 | +150.86% |
Holdings (78)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 3.11% |
| Cummins India Ltd | Industrials | Equity | 2.75% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.73% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 2.72% |
| The Federal Bank Ltd | Financial | Equity | 2.71% |
| Coromandel International Ltd | Materials | Equity | 2.48% |
| BSE Ltd | Financial | Equity | 2.38% |
| IDFC First Bank Ltd | Financial | Equity | 2.23% |
| GE T&D India Ltd | Industrials | Equity | 2.09% |
| Coforge Ltd | Technology | Equity | 2.02% |
| Marico Ltd | Consumer Staples | Equity | 1.98% |
| Suzlon Energy Ltd | Industrials | Equity | 1.91% |
| Lupin Ltd | Healthcare | Equity | 1.90% |
| Max Financial Services Ltd | Financial | Equity | 1.87% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.83% |
| Indusind Bank Ltd | Financial | Equity | 1.81% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.81% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.76% |
| Polycab India Ltd | Industrials | Equity | 1.73% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.65% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.61% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.61% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.60% |
| Delhivery Ltd | Industrials | Equity | 1.58% |
| Thermax Ltd | Industrials | Equity | 1.58% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.56% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.54% |
| Gland Pharma Ltd | Healthcare | Equity | 1.48% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.47% |
| PB Fintech Ltd | Financial | Equity | 1.45% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.45% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.39% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.29% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.26% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.26% |
| Bharat Electronics Ltd | Industrials | Equity | 1.26% |
| JK Cement Ltd | Materials | Equity | 1.25% |
| L&T Technology Services Ltd | Technology | Equity | 1.22% |
| Ashok Leyland Ltd | Industrials | Equity | 1.17% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.17% |
| Indian Bank | Financial | Equity | 1.11% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.07% |
| Persistent Systems Ltd | Technology | Equity | 1.07% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.05% |
| One 97 Communications Ltd | Industrials | Equity | 1.05% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.04% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.03% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.02% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.02% |
| Swiggy Ltd. | Technology | Equity | 0.94% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.91% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.89% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.87% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.84% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.80% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.78% |
| Deepak Nitrite Ltd | Materials | Equity | 0.78% |
| Emami Ltd | Consumer Staples | Equity | 0.77% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.75% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.75% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.74% |
| Grindwell Norton Ltd | Materials | Equity | 0.73% |
| Info Edge (India) Ltd | Technology | Equity | 0.71% |
| Schaeffler India Ltd | Industrials | Equity | 0.70% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 0.69% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.65% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.65% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.62% |
| National Aluminium Company Ltd | Materials | Equity | 0.62% |
| Indegene Ltd. | Healthcare | Equity | 0.56% |
| Fractal Analytics Ltd. | Technology | Equity | 0.53% |
| PI Industries Ltd | Materials | Equity | 0.48% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.46% |
| Repo | Unspecified | Repo | 0.42% |
| Berger Paints India Ltd | Materials | Equity | 0.40% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 0.40% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.39% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +19.8% | +18.1% | +15.0% | +18.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 9 | 9 | 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) | |
|---|---|---|---|---|
 | +12.35% | +24.50% | 14,721.45 | |
 | +17.75% | +23.23% | 6,792.14 | |
 | +11.43% | +22.08% | 18,693.49 | |
 | +11.08% | +19.59% | 50,750.81 | |
 | +11.63% | +18.81% | 1,05,142.69 | |
| Compare | ||||
Fund management
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
BSBharath SFeb 2021 - PresentView details
BS
Bharath S
Feb 2021 - Present
View details
About Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Shalav Saket is the Current Fund Manager of Sundaram Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹84,418 Cr and the Latest NAV as of 01 Sep 2026 is ₹1,664.59.
The Sundaram Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹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₹84,417.82 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,