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Sundaram Mid Cap Fund Direct Growth
+22.92%
3Y annualised
+1.35% 1D
NAV: 09 Jun '26
₹1,565.66
Min. for SIP
₹100
Fund size (AUM)
₹13,378.01 Cr
Expense ratio
0.90%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,357 | +2.26% | |
| 3 years | ₹1,80,000 | ₹2,14,510 | +19.17% | |
| 5 years | ₹3,00,000 | ₹4,62,749 | +54.25% | |
| 10 years | ₹6,00,000 | ₹14,56,145 | +142.69% |
Holdings (82)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd | Industrials | Equity | 3.35% |
| GE T&D India Ltd | Industrials | Equity | 3.34% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.67% |
| BSE Ltd | Financial | Equity | 2.57% |
| Coromandel International Ltd | Materials | Equity | 2.43% |
| Repo | Unspecified | Repo | 2.38% |
| The Federal Bank Ltd | Financial | Equity | 2.23% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 2.08% |
| IDFC First Bank Ltd | Financial | Equity | 1.99% |
| Max Financial Services Ltd | Financial | Equity | 1.99% |
| Marico Ltd | Consumer Staples | Equity | 1.97% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.94% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.86% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.86% |
| Lupin Ltd | Healthcare | Equity | 1.86% |
| PB Fintech Ltd | Financial | Equity | 1.85% |
| Delhivery Ltd | Industrials | Equity | 1.75% |
| Polycab India Ltd | Industrials | Equity | 1.67% |
| Indian Bank | Financial | Equity | 1.64% |
| Coforge Ltd | Technology | Equity | 1.64% |
| Bharat Electronics Ltd | Industrials | Equity | 1.62% |
| Suzlon Energy Ltd | Industrials | Equity | 1.60% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.59% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.59% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.54% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.52% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.51% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.42% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.35% |
| Persistent Systems Ltd | Technology | Equity | 1.33% |
| JK Cement Ltd | Materials | Equity | 1.31% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.27% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.22% |
| Thermax Ltd | Industrials | Equity | 1.19% |
| Gland Pharma Ltd | Healthcare | Equity | 1.16% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.13% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.13% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.11% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.09% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.08% |
| Indusind Bank Ltd | Financial | Equity | 1.06% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.00% |
| L&T Technology Services Ltd | Technology | Equity | 0.99% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.97% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.96% |
| Indus Towers Ltd | Technology | Equity | 0.95% |
| Emami Ltd | Consumer Staples | Equity | 0.94% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.93% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.92% |
| Supreme Industries Ltd | Materials | Equity | 0.92% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.90% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.89% |
| Deepak Nitrite Ltd | Materials | Equity | 0.89% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.85% |
| NHPC Ltd | Energy & Utilities | Equity | 0.84% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.83% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.81% |
| Schaeffler India Ltd | Industrials | Equity | 0.77% |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | Equity | 0.77% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.76% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.76% |
| One 97 Communications Ltd | Industrials | Equity | 0.74% |
| Swiggy Ltd. | Technology | Equity | 0.71% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.70% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.70% |
| Gujarat State Petronet Ltd | Energy & Utilities | Equity | 0.68% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.68% |
| Fractal Analytics Ltd. | Technology | Equity | 0.66% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.66% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.65% |
| Info Edge (India) Ltd | Technology | Equity | 0.61% |
| Grindwell Norton Ltd | Materials | Equity | 0.60% |
| Indegene Ltd. | Healthcare | Equity | 0.59% |
| PI Industries Ltd | Materials | Equity | 0.58% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.46% |
| National Aluminium Company Ltd | Materials | Equity | 0.45% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 0.42% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.40% |
| Berger Paints India Ltd | Materials | Equity | 0.40% |
| Oberoi Realty Ltd | Real Estate | Equity | 0.37% |
| United Breweries Ltd | Consumer Staples | Equity | 0.37% |
| 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 | +22.9% | +19.2% | +15.8% | +17.9% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 10 | 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) | |
|---|---|---|---|---|
 | +9.06% | +25.26% | 5,293.04 | |
 | +3.60% | +24.09% | 15,910.69 | |
 | +4.15% | +23.58% | 45,820.33 | |
| +3.61% | +22.92% | 13,378.01 | |
 | +3.49% | +21.36% | 97,350.48 | |
| 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 ₹75,524 Cr and the Latest NAV as of 09 Jun 2026 is ₹1,565.66.
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₹75,523.60 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,