Sundaram Mid Cap Fund Direct Growth

Equity
Mid Cap
Very High Risk
28.75%
3Y annualised
-0.72% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Jul 2025₹1,501.53
Min. SIP amount₹100
Rating4
Fund size₹12,818.10Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (74)

NameSectorInstrumentAssets
Capital GoodsEquity3.42%
ChemicalsEquity3.21%
FinancialEquity3.15%
Consumer DiscretionaryEquity2.73%
HealthcareEquity2.22%
HealthcareEquity2.22%
TechnologyEquity2.21%
Capital GoodsEquity2.14%
Consumer StaplesEquity2.09%
EnergyEquity2.05%
FinancialEquity2.01%
FinancialEquity1.98%
ServicesEquity1.82%
Metals & MiningEquity1.78%
ConstructionEquity1.74%
ServicesEquity1.72%
ConstructionEquity1.71%
TechnologyEquity1.70%
Capital GoodsEquity1.67%
HealthcareEquity1.60%
AutomobileEquity1.58%
CommunicationEquity1.58%
ServicesEquity1.57%
Consumer StaplesEquity1.54%
ServicesEquity1.53%
AutomobileEquity1.52%
HealthcareEquity1.42%
ServicesEquity1.39%
FinancialEquity1.33%
ChemicalsEquity1.31%
FinancialEquity1.25%
ConstructionEquity1.18%
HealthcareEquity1.16%
Capital GoodsEquity1.16%
FinancialEquity1.12%
EnergyEquity1.11%
ChemicalsEquity1.07%
AutomobileEquity1.05%
AutomobileEquity1.01%
ConstructionEquity1.01%
Consumer DiscretionaryEquity1.01%
TechnologyEquity1.01%
ConstructionEquity1.00%
ServicesEquity0.99%
InsuranceEquity0.99%
ChemicalsEquity0.97%
FinancialEquity0.95%
HealthcareEquity0.93%
Metals & MiningEquity0.93%
ServicesEquity0.93%
AutomobileEquity0.91%
FinancialEquity0.89%
Capital GoodsEquity0.88%
CommunicationEquity0.87%
HealthcareEquity0.85%
Capital GoodsEquity0.81%
ChemicalsEquity0.79%
ServicesEquity0.77%
Consumer DiscretionaryEquity0.76%
AutomobileEquity0.70%
Metals & MiningEquity0.68%
ServicesEquity0.65%
EnergyEquity0.64%
Consumer DiscretionaryEquity0.45%
Sundaram Liquid Direct-Growth
NAMutual Fund0.43%
Capital GoodsEquity0.42%
AutomobileEquity0.42%
Consumer StaplesEquity0.39%
AutomobileEquity0.38%
ServicesEquity0.38%
Capital GoodsEquity0.31%
TechnologyEquity0.23%
EnergyEquity0.12%
FinancialRights0.06%
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 returns5.9%28.8%29.5%18.9%
Category average0.9%25.0%28.4%NA
Rank with in category6914NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
6.6%33.1%33,053.13
5
7.1%31.4%84,061.43
5
7.7%30.6%10,988.16
4
4.6%29.5%39,065.55
4
5.9%28.8%12,818.10

Expense ratio, exit load and tax

Expense ratio: 0.93%

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

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,

Pros and cons

Category: Equity Mid Cap

Pros

Lower expense ratio: 0.93%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 3.79 The fund has generated returns higher than benchmark - NIFTY Midcap 150 Total Return Index - in the last 3Y

Cons

10Y annualised returns lower than category average by 0.14%

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