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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 16 Dec 2025
₹1,551.43
Rating
4
Min. SIP amount
₹100
Fund size
₹13,344.99Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (77)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Cummins India Ltd. | Capital Goods | Equity | 4.15% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.30% |
Coromandel International Ltd. | Chemicals | Equity | 3.09% |
GE Vernova T&D India Ltd | Capital Goods | Equity | 2.50% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.47% |
The Federal Bank Ltd. | Financial | Equity | 2.29% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.29% |
IDFC First Bank Ltd. | Financial | Equity | 2.28% |
Coforge Ltd. | Technology | Equity | 2.18% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.14% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.11% |
BSE Ltd. | Services | Equity | 2.06% |
Indian Bank | Financial | Equity | 2.01% |
PB Fintech Ltd. | Services | Equity | 2.00% |
Marico Ltd. | Consumer Staples | Equity | 1.97% |
The Phoenix Mills Ltd. | Construction | Equity | 1.94% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.90% |
Jindal Steel Ltd. | Metals & Mining | Equity | 1.86% |
Persistent Systems Ltd. | Technology | Equity | 1.84% |
Lupin Ltd. | Healthcare | Equity | 1.66% |
JK Cement Ltd. | Construction | Equity | 1.65% |
TVS Holdings Ltd. | Automobile | Equity | 1.61% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.55% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.52% |
Delhivery Ltd. | Services | Equity | 1.51% |
Polycab India Ltd. | Capital Goods | Equity | 1.47% |
Indus Towers Ltd. | Communication | Equity | 1.35% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.31% |
United Breweries Ltd. | Consumer Staples | Equity | 1.29% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.28% |
Chalet Hotels Ltd. | Services | Equity | 1.24% |
TVS Motor Company Ltd. | Automobile | Equity | 1.23% |
Apollo Tyres Ltd. | Automobile | Equity | 1.23% |
360 One Wam Ltd. | Financial | Equity | 1.22% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.20% |
L&T Technology Services Ltd. | Technology | Equity | 1.19% |
Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.19% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.17% |
LIC Housing Finance Ltd. | Financial | Equity | 1.09% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.09% |
Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.07% |
UNO Minda Ltd. | Automobile | Equity | 1.03% |
Torrent Power Ltd. | Energy | Equity | 1.02% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.01% |
Max Financial Services Ltd. | Financial | Equity | 1.00% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.97% |
Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.91% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.91% |
Supreme Industries Ltd. | Chemicals | Equity | 0.88% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 0.87% |
Mankind Pharma Ltd. | Healthcare | Equity | 0.87% |
Gland Pharma Ltd. | Healthcare | Equity | 0.84% |
Emami Ltd. | Consumer Staples | Equity | 0.84% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.81% |
Deepak Nitrite Ltd. | Chemicals | Equity | 0.80% |
Oberoi Realty Ltd. | Construction | Equity | 0.80% |
Bharti Hexacom Ltd. | Communication | Equity | 0.77% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.76% |
NHPC Ltd. | Energy | Equity | 0.75% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.74% |
Devyani International Ltd. | Services | Equity | 0.70% |
Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.67% |
PI Industries Ltd. | Chemicals | Equity | 0.65% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.60% |
Dalmia Bharat Ltd. | Construction | Equity | 0.59% |
Gujarat State Petronet Ltd. | Energy | Equity | 0.55% |
Crisil Ltd. | Services | Equity | 0.52% |
Indegene Ltd. | Healthcare | Equity | 0.51% |
Info Edge (India) Ltd. | Services | Equity | 0.37% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.31% |
SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.27% |
Indusind Bank Ltd. | Financial | Equity | 0.25% |
SKF India Ltd. | Capital Goods | Equity | 0.19% |
Shriram Finance Ltd | Financial | Equity | 0.17% |
Berger Paints India Ltd. | Chemicals | Equity | 0.05% |
Escorts Kubota Ltd. | Automobile | Equity | 0.02% |
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
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 24.3% | 23.8% | 16.4% | 18.5% |
| Category average | 20.7% | 21.6% | 16.3% | NA |
| Rank with in category | 12 | 9 | 14 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 3.3% | 26.9% | 4,075.13 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 0.3% | 26.3% | 12,646.93 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -12.1% | 25.7% | 38,002.68 |
HDFC Mid Cap Fund Direct Growth | 5 | 3.9% | 25.6% | 92,168.85 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | -0.4% | 24.6% | 42,041.60 |
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 Growth
VS
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