Sundaram Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2025₹1,345.12
Min. SIP amount₹100
Rating3
Fund size₹10,450.74Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹60,000
Would have become ₹58,572 (-2.38%)

Holdings (79)

NameSectorInstrumentAssets
Capital GoodsEquity3.30%
FinancialEquity3.27%
ChemicalsEquity2.79%
Consumer DiscretionaryEquity2.66%
HealthcareEquity2.46%
TechnologyEquity2.46%
FinancialEquity2.32%
HealthcareEquity2.27%
FinancialEquity2.20%
FinancialEquity2.07%
Consumer StaplesEquity1.95%
ConstructionEquity1.77%
ServicesEquity1.72%
EnergyEquity1.65%
HealthcareEquity1.63%
ServicesEquity1.62%
ConstructionEquity1.62%
ServicesEquity1.60%
Consumer StaplesEquity1.60%
CommunicationEquity1.57%
AutomobileEquity1.49%
Capital GoodsEquity1.47%
ServicesEquity1.46%
HealthcareEquity1.45%
ServicesEquity1.44%
FinancialEquity1.42%
Capital GoodsEquity1.41%
Metals & MiningEquity1.37%
ServicesEquity1.31%
TechnologyEquity1.31%
ServicesEquity1.30%
FinancialEquity1.28%
TechnologyEquity1.27%
AutomobileEquity1.24%
ConstructionEquity1.24%
EnergyEquity1.21%
AutomobileEquity1.18%
HealthcareEquity1.11%
ChemicalsEquity1.11%
ChemicalsEquity1.03%
InsuranceEquity1.03%
Capital GoodsEquity1.03%
AutomobileEquity0.99%
ChemicalsEquity0.98%
AutomobileEquity0.98%
Metals & MiningEquity0.97%
FinancialEquity0.95%
AutomobileEquity0.93%
Capital GoodsEquity0.92%
ServicesEquity0.91%
ConstructionEquity0.90%
HealthcareEquity0.88%
Metals & MiningEquity0.87%
ServicesEquity0.87%
HealthcareEquity0.83%
ChemicalsEquity0.83%
Capital GoodsEquity0.77%
AutomobileEquity0.75%
FinancialEquity0.75%
ConstructionEquity0.74%
FinancialEquity0.74%
Consumer DiscretionaryEquity0.68%
Consumer DiscretionaryEquity0.68%
EnergyEquity0.62%
CommunicationEquity0.61%
AutomobileEquity0.60%
AutomobileEquity0.55%
Consumer DiscretionaryEquity0.55%
Sundaram Liquid Direct-Growth
NAMutual Fund0.50%
TechnologyEquity0.47%
ServicesEquity0.41%
ChemicalsEquity0.33%
Consumer StaplesEquity0.32%
FinancialEquity0.28%
Capital GoodsEquity0.26%
ConstructionEquity0.23%
Capital GoodsEquity0.23%
ServicesEquity0.16%
EnergyEquity0.11%
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 returns13.4%22.1%31.6%18.3%
Category average8.9%18.6%31.3%NA
Rank with in category10814NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
18.2%28.8%23,703.68
5
11.4%25.0%67,578.59
4
14.7%23.6%30,276.31
4
16.5%19.7%43,941.48
4
9.5%18.2%19,391.73

Expense ratio, exit load and tax

Expense ratio: 0.94%

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Bharath S.
Feb 2021 - Present
View 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
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,

Compare funds

Sundaram Mid Cap Fund Direct Growth
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MONTHLY SIP
ONE-TIME
SIP Amount
Monthly SIP Date
nullth
Next SIP instalment on 29 of Mar
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