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Sundaram Mid Cap Fund Direct Growth
+21.85%
3Y annualised
-0.49% 1D
NAV: 23 Jul '26
₹1,630.28
Min. for SIP
₹100
Fund size (AUM)
₹14,026.07 Cr
Expense ratio
1.06%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,840 | +6.40% | |
| 3 years | ₹1,80,000 | ₹2,20,445 | +22.47% | |
| 5 years | ₹3,00,000 | ₹4,76,750 | +58.92% | |
| 10 years | ₹6,00,000 | ₹15,07,298 | +151.22% |
Holdings (81)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd | Industrials | Equity | 3.03% |
| GE T&D India Ltd | Industrials | Equity | 2.91% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.63% |
| Repo | Unspecified | Repo | 2.62% |
| BSE Ltd | Financial | Equity | 2.60% |
| The Federal Bank Ltd | Financial | Equity | 2.58% |
| Coromandel International Ltd | Materials | Equity | 2.45% |
| Suzlon Energy Ltd | Industrials | Equity | 2.42% |
| IDFC First Bank Ltd | Financial | Equity | 2.17% |
| Max Financial Services Ltd | Financial | Equity | 2.04% |
| Marico Ltd | Consumer Staples | Equity | 1.97% |
| Polycab India Ltd | Industrials | Equity | 1.95% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.94% |
| Lupin Ltd | Healthcare | Equity | 1.86% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.84% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 1.79% |
| Coforge Ltd | Technology | Equity | 1.78% |
| Thermax Ltd | Industrials | Equity | 1.66% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.65% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.60% |
| Delhivery Ltd | Industrials | Equity | 1.60% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.60% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.57% |
| Gland Pharma Ltd | Healthcare | Equity | 1.53% |
| PB Fintech Ltd | Financial | Equity | 1.53% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.50% |
| Bharat Electronics Ltd | Industrials | Equity | 1.48% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.41% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.38% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.32% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.32% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.29% |
| JK Cement Ltd | Materials | Equity | 1.29% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.26% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.23% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.21% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.19% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.15% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.13% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 1.12% |
| Indian Bank | Financial | Equity | 1.12% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.10% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.09% |
| Persistent Systems Ltd | Technology | Equity | 1.08% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.07% |
| Ashok Leyland Ltd | Industrials | Equity | 1.05% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.03% |
| Indusind Bank Ltd | Financial | Equity | 1.02% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.97% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.94% |
| One 97 Communications Ltd | Industrials | Equity | 0.92% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 0.91% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.87% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.86% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.84% |
| L&T Technology Services Ltd | Technology | Equity | 0.82% |
| Emami Ltd | Consumer Staples | Equity | 0.81% |
| Grindwell Norton Ltd | Materials | Equity | 0.79% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.77% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.77% |
| Deepak Nitrite Ltd | Materials | Equity | 0.75% |
| Schaeffler India Ltd | Industrials | Equity | 0.75% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.74% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.74% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.70% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.64% |
| National Aluminium Company Ltd | Materials | Equity | 0.62% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.62% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 0.62% |
| Fractal Analytics Ltd. | Technology | Equity | 0.60% |
| Swiggy Ltd. | Technology | Equity | 0.60% |
| Indegene Ltd. | Healthcare | Equity | 0.59% |
| Info Edge (India) Ltd | Technology | Equity | 0.58% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.55% |
| Cash Margin | Unspecified | Cash Margin | 0.47% |
| PI Industries Ltd | Materials | Equity | 0.46% |
| Berger Paints India Ltd | Materials | Equity | 0.41% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.40% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.23% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.52% |
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 | +21.9% | +18.9% | +15.8% | +18.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 10 | 8 | 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) | |
|---|---|---|---|---|
 | +12.90% | +24.05% | 6,932.99 | |
 | +7.11% | +23.67% | 17,748.32 | |
 | +7.37% | +21.90% | 49,169.10 | |
| +7.13% | +21.40% | 14,026.07 | |
 | +5.11% | +19.78% | 1,00,858.31 | |
| 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 ₹76,991 Cr and the Latest NAV as of 23 Jul 2026 is ₹1,630.28.
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₹76,991.28 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,