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NAV: 15 Sep 2025
₹1,532.18
Rating
4
Min. SIP amount
₹100
Fund size
₹12,501.03Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (76)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Cummins India Ltd. | Capital Goods | Equity | 3.95% |
Coromandel International Ltd. | Chemicals | Equity | 3.16% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.83% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 2.62% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.42% |
Lupin Ltd. | Healthcare | Equity | 2.38% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.17% |
JK Cement Ltd. | Construction | Equity | 2.07% |
Persistent Systems Ltd. | Technology | Equity | 2.06% |
Indian Bank | Financial | Equity | 2.05% |
Marico Ltd. | Consumer Staples | Equity | 2.03% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.98% |
IDFC First Bank Ltd. | Financial | Equity | 1.94% |
Coforge Ltd. | Technology | Equity | 1.92% |
The Federal Bank Ltd. | Financial | Equity | 1.89% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.85% |
Jindal Steel Ltd. | Metals & Mining | Equity | 1.80% |
Delhivery Ltd. | Services | Equity | 1.80% |
The Phoenix Mills Ltd. | Construction | Equity | 1.80% |
PB Fintech Ltd. | Services | Equity | 1.71% |
BSE Ltd. | Services | Equity | 1.66% |
Apollo Tyres Ltd. | Automobile | Equity | 1.54% |
Chalet Hotels Ltd. | Services | Equity | 1.51% |
Polycab India Ltd. | Capital Goods | Equity | 1.49% |
Bharat Electronics Ltd. | Capital Goods | Equity | 1.49% |
United Breweries Ltd. | Consumer Staples | Equity | 1.47% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.45% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 1.43% |
TVS Holdings Ltd. | Automobile | Equity | 1.42% |
Indus Towers Ltd. | Communication | Equity | 1.37% |
Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.37% |
Supreme Industries Ltd. | Chemicals | Equity | 1.27% |
TVS Motor Company Ltd. | Automobile | Equity | 1.22% |
LIC Housing Finance Ltd. | Financial | Equity | 1.18% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.17% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.14% |
Shriram Finance Ltd | Financial | Equity | 1.13% |
UNO Minda Ltd. | Automobile | Equity | 1.08% |
L&T Technology Services Ltd. | Technology | Equity | 1.07% |
Devyani International Ltd. | Services | Equity | 1.05% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.03% |
Mankind Pharma Ltd. | Healthcare | Equity | 1.02% |
Torrent Power Ltd. | Energy | Equity | 1.01% |
Max Financial Services Ltd. | Financial | Equity | 1.00% |
Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.00% |
Deepak Nitrite Ltd. | Chemicals | Equity | 0.96% |
Prestige Estates Projects Ltd. | Construction | Equity | 0.96% |
360 One Wam Ltd. | Financial | Equity | 0.93% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 0.87% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.86% |
Oberoi Realty Ltd. | Construction | Equity | 0.83% |
Bharti Hexacom Ltd. | Communication | Equity | 0.83% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.82% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.81% |
NHPC Ltd. | Energy | Equity | 0.81% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.80% |
Schaeffler India Ltd. | Capital Goods | Equity | 0.80% |
Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.80% |
Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.79% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.77% |
PI Industries Ltd. | Chemicals | Equity | 0.75% |
Emami Ltd. | Consumer Staples | Equity | 0.74% |
ACC Ltd. | Construction | Equity | 0.66% |
Gujarat State Petronet Ltd. | Energy | Equity | 0.59% |
Crisil Ltd. | Services | Equity | 0.58% |
Grindwell Norton Ltd. | Metals & Mining | Equity | 0.52% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.49% |
Indegene Ltd. | Healthcare | Equity | 0.47% |
SKF India Ltd. | Capital Goods | Equity | 0.47% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 0.44% |
Ola Electric Mobility Ltd. | Automobile | Equity | 0.41% |
Gland Pharma Ltd. | Healthcare | Equity | 0.34% |
Dalmia Bharat Ltd. | Construction | Equity | 0.33% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.16% |
Voltas Ltd. | Consumer Discretionary | Equity | 0.03% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -0.1% | 22.5% | 26.8% | 18.8% |
| Category average | -2.8% | 19.5% | 26.2% | NA |
| Rank with in category | 12 | 11 | 11 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | -0.8% | 26.9% | 34,779.74 |
HDFC Mid Cap Fund Direct Growth | 5 | 1.7% | 24.7% | 83,104.83 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 2.6% | 24.4% | 11,297.33 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 1.1% | 24.3% | 38,385.96 |
Sundaram Mid Cap Fund Direct Growth | 4 | -0.1% | 22.5% | 12,501.03 |
Expense ratio, exit load and tax
Expense ratio: 0.92%
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
Bharath S.Feb 2021 - PresentView details
Bharath S.
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Ratish VarierFeb 2021 - PresentView 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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Mid Cap
Pros
Lower expense ratio: 0.92%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 2.39
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 0.02%
Compare funds
Sundaram Mid Cap Fund Direct Growth
VS
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