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Sundaram Mid Cap Fund Direct Growth
+18.41%
3Y annualised
-0.17% 1D
NAV: 21 Sep '26
₹1,629.91
Min. for SIP
₹100
Fund size (AUM)
₹14,863.43 Cr
Expense ratio
1.06%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,194 | +3.66% | |
| 3 years | ₹1,80,000 | ₹2,10,999 | +17.22% | |
| 5 years | ₹3,00,000 | ₹4,59,119 | +53.04% | |
| 10 years | ₹6,00,000 | ₹14,60,749 | +143.46% |
Holdings (79)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.94% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 2.61% |
| Cummins India Ltd | Industrials | Equity | 2.48% |
| The Federal Bank Ltd | Financial | Equity | 2.47% |
| Coforge Ltd | Technology | Equity | 2.24% |
| Coromandel International Ltd | Materials | Equity | 2.22% |
| IDFC First Bank Ltd | Financial | Equity | 2.21% |
| GE T&D India Ltd | Industrials | Equity | 2.09% |
| Max Financial Services Ltd | Financial | Equity | 1.91% |
| Indusind Bank Ltd | Financial | Equity | 1.88% |
| BSE Ltd | Financial | Equity | 1.88% |
| Suzlon Energy Ltd | Industrials | Equity | 1.85% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.84% |
| Ashok Leyland Ltd | Industrials | Equity | 1.83% |
| Marico Ltd | Consumer Staples | Equity | 1.82% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.82% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.79% |
| Thermax Ltd | Industrials | Equity | 1.77% |
| Lupin Ltd | Healthcare | Equity | 1.76% |
| Polycab India Ltd | Industrials | Equity | 1.75% |
| Repo | Unspecified | Repo | 1.75% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.70% |
| PB Fintech Ltd | Financial | Equity | 1.66% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.65% |
| Gland Pharma Ltd | Healthcare | Equity | 1.63% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.59% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.58% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.58% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.53% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.52% |
| One 97 Communications Ltd | Industrials | Equity | 1.47% |
| Delhivery Ltd | Industrials | Equity | 1.46% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.43% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 1.40% |
| L&T Technology Services Ltd | Technology | Equity | 1.31% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.30% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.30% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.29% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.28% |
| Bharat Electronics Ltd | Industrials | Equity | 1.25% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.17% |
| Indian Bank | Financial | Equity | 1.16% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.16% |
| JK Cement Ltd | Materials | Equity | 1.15% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.08% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.07% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.01% |
| Schaeffler India Ltd | Industrials | Equity | 1.00% |
| Torrent Power Ltd | Energy & Utilities | Equity | 0.98% |
| Persistent Systems Ltd | Technology | Equity | 0.98% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.98% |
| JSW Energy Ltd | Energy & Utilities | Equity | 0.95% |
| Swiggy Ltd. | Technology | Equity | 0.94% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.90% |
| National Aluminium Company Ltd | Materials | Equity | 0.87% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.86% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.83% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.82% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.79% |
| Cash Margin | Unspecified | Cash Margin | 0.78% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.77% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.75% |
| Deepak Nitrite Ltd | Materials | Equity | 0.74% |
| Info Edge (India) Ltd | Technology | Equity | 0.74% |
| Emami Ltd | Consumer Staples | Equity | 0.69% |
| Grindwell Norton Ltd | Materials | Equity | 0.68% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 0.68% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.67% |
| Indegene Ltd. | Healthcare | Equity | 0.64% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.61% |
| Fractal Analytics Ltd. | Technology | Equity | 0.54% |
| Kirloskar Ferrous Industries Ltd | Materials | Equity | 0.46% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.41% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.41% |
| PI Industries Ltd | Materials | Equity | 0.41% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 0.39% |
| Berger Paints India Ltd | Materials | Equity | 0.38% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.30% |
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 | +18.4% | +17.1% | +14.8% | +17.8% |
| Category average (Equity Mid Cap) | +16.3% | +15.8% | +16.6% | +18.7% |
| Rank (Equity Mid Cap) | 11 | 8 | 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) | |
|---|---|---|---|---|
 | +8.41% | +24.25% | 15,905.31 | |
 | +13.05% | +22.37% | 7,485.37 | |
 | +6.10% | +21.46% | 19,891.00 | |
 | +6.28% | +18.53% | 52,270.55 | |
 | +5.41% | +17.62% | 1,08,324.55 | |
| 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 21 Sep 2026 is ₹1,629.91.
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,