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Sundaram Mid Cap Fund Direct Growth
+16.36%
3Y annualised
+0.88% 1D
NAV: 09 Oct '26
₹1,533.42
Min. for SIP
₹100
Fund size (AUM)
₹13,854.05 Cr
Expense ratio
1.05%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,682 | -2.20% | |
| 3 years | ₹1,80,000 | ₹1,96,659 | +9.25% | |
| 5 years | ₹3,00,000 | ₹4,29,185 | +43.06% | |
| 10 years | ₹6,00,000 | ₹13,69,137 | +128.19% |
Holdings (76)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.74% |
| Repo | Unspecified | Repo | 2.74% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 2.58% |
| Cummins India Ltd | Industrials | Equity | 2.39% |
| The Federal Bank Ltd | Financial | Equity | 2.36% |
| IDFC First Bank Ltd | Financial | Equity | 2.25% |
| Thermax Ltd | Industrials | Equity | 2.20% |
| Coforge Ltd | Technology | Equity | 2.02% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.02% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.96% |
| Coromandel International Ltd | Materials | Equity | 1.91% |
| Marico Ltd | Consumer Staples | Equity | 1.87% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.83% |
| Indusind Bank Ltd | Financial | Equity | 1.83% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.82% |
| Max Financial Services Ltd | Financial | Equity | 1.79% |
| BSE Ltd | Financial | Equity | 1.76% |
| Ashok Leyland Ltd | Industrials | Equity | 1.75% |
| Lupin Ltd | Healthcare | Equity | 1.75% |
| GE T&D India Ltd | Industrials | Equity | 1.74% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.69% |
| Gland Pharma Ltd | Healthcare | Equity | 1.66% |
| Suzlon Energy Ltd | Industrials | Equity | 1.65% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.60% |
| Polycab India Ltd | Industrials | Equity | 1.59% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.56% |
| One 97 Communications Ltd | Industrials | Equity | 1.54% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.50% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.50% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.49% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.45% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.44% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.42% |
| Delhivery Ltd | Industrials | Equity | 1.41% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 1.35% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 1.32% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.31% |
| L&T Technology Services Ltd | Technology | Equity | 1.26% |
| Swiggy Ltd. | Technology | Equity | 1.25% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.22% |
| JK Cement Ltd | Materials | Equity | 1.22% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.21% |
| Info Edge (India) Ltd | Technology | Equity | 1.20% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.19% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.12% |
| Indian Bank | Financial | Equity | 1.12% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.08% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.05% |
| Schaeffler India Ltd | Industrials | Equity | 1.04% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.02% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.01% |
| Bharat Electronics Ltd | Industrials | Equity | 1.01% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.00% |
| Persistent Systems Ltd | Technology | Equity | 0.99% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.98% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.93% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.89% |
| National Aluminium Company Ltd | Materials | Equity | 0.84% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.81% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.81% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.80% |
| Emami Ltd | Consumer Staples | Equity | 0.80% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.79% |
| PB Fintech Ltd | Financial | Equity | 0.72% |
| Grindwell Norton Ltd | Materials | Equity | 0.71% |
| Deepak Nitrite Ltd | Materials | Equity | 0.70% |
| Indegene Ltd. | Healthcare | Equity | 0.67% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.63% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.60% |
| Kirloskar Ferrous Industries Ltd | Materials | Equity | 0.58% |
| Fractal Analytics Ltd. | Technology | Equity | 0.51% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.43% |
| PI Industries Ltd | Materials | Equity | 0.38% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.35% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.25% |
| TVS Holdings Ltd. (Non-convertible Preference Share) A** | Consumer Discretionary | Non Convertible Debenture | 0.05% |
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 | +16.4% | +14.9% | +13.7% | +17.2% |
| Category average (Equity Mid Cap) | +14.9% | +13.7% | +15.6% | +18.2% |
| Rank (Equity Mid Cap) | 12 | 9 | 14 | -- |
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) | |
|---|---|---|---|---|
 | +13.55% | +22.55% | 16,799.59 | |
 | +4.07% | +22.14% | 15,779.54 | |
 | +8.90% | +20.61% | 7,485.36 | |
 | +2.50% | +19.71% | 19,230.15 | |
 | +3.32% | +17.22% | 50,176.01 | |
| 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 ₹83,817 Cr and the Latest NAV as of 09 Oct 2026 is ₹1,533.42.
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₹83,817.48 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,