Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Mid Cap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+25.10%
3Y annualised
0.00% 1D
NAV: 16 Jan '26
₹1,540.12
Min. SIP amount
₹100
Fund size
₹13,292.89 Cr
Expense ratio
0.87%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,192 | +5.32% | |
| 3 years | ₹1,80,000 | ₹2,33,303 | +29.61% | |
| 5 years | ₹3,00,000 | ₹4,91,157 | +63.72% | |
| 10 years | ₹6,00,000 | ₹15,15,972 | +152.66% |
Holdings (77)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd. | Capital Goods | Equity | 3.86% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.50% |
| Coromandel International Ltd. | Chemicals | Equity | 2.95% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 2.73% |
| IDFC First Bank Ltd. | Financial | Equity | 2.45% |
| The Federal Bank Ltd. | Financial | Equity | 2.38% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.31% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.16% |
| Marico Ltd. | Consumer Staples | Equity | 2.07% |
| PB Fintech Ltd. | Services | Equity | 2.02% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.99% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.97% |
| Coforge Ltd. | Technology | Equity | 1.94% |
| Indian Bank | Financial | Equity | 1.90% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.89% |
| BSE Ltd. | Services | Equity | 1.87% |
| Persistent Systems Ltd. | Technology | Equity | 1.82% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.77% |
| Lupin Ltd. | Healthcare | Equity | 1.67% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.59% |
| JK Cement Ltd. | Construction | Equity | 1.59% |
| TVS Holdings Ltd. | Automobile | Equity | 1.55% |
| Polycab India Ltd. | Capital Goods | Equity | 1.53% |
| Delhivery Ltd. | Services | Equity | 1.52% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.51% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.45% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.30% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.25% |
| 360 One Wam Ltd. | Financial | Equity | 1.24% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.24% |
| Indus Towers Ltd. | Communication | Equity | 1.23% |
| Chalet Hotels Ltd. | Services | Equity | 1.22% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.20% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.18% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.18% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.14% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.14% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.13% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.13% |
| L&T Technology Services Ltd. | Technology | Equity | 1.10% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.08% |
| Gland Pharma Ltd. | Healthcare | Equity | 1.06% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.05% |
| Torrent Power Ltd. | Energy | Equity | 1.02% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.00% |
| UNO Minda Ltd. | Automobile | Equity | 0.99% |
| Indusind Bank Ltd. | Financial | Equity | 0.99% |
| Max Financial Services Ltd. | Financial | Equity | 0.98% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.95% |
| Emami Ltd. | Consumer Staples | Equity | 0.94% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.91% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.90% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.88% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.85% |
| Oberoi Realty Ltd. | Construction | Equity | 0.81% |
| NHPC Ltd. | Energy | Equity | 0.81% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.80% |
| Devyani International Ltd. | Services | Equity | 0.77% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.73% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.69% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.66% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.65% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.63% |
| PI Industries Ltd. | Chemicals | Equity | 0.62% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.62% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.60% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.58% |
| Indegene Ltd. | Healthcare | Equity | 0.53% |
| Crisil Ltd. | Services | Equity | 0.51% |
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 0.42% |
| Info Edge (India) Ltd. | Services | Equity | 0.37% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.36% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.20% |
| SKF India Ltd. | Capital Goods | Equity | 0.10% |
| Shriram Finance Ltd | Financial | Equity | 0.08% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.04% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
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 | +25.1% | +22.3% | +16.8% | +18.3% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 11 | 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) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan Growth | +9.05% | +27.46% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +12.02% | +27.44% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +12.46% | +26.18% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -3.08% | +25.68% | 36,880.18 | |
JM Midcap Fund Direct Growth | +2.68% | +25.44% | 1,178.20 | |
| Compare | ||||
Fund management
BSBharath S.Feb 2021 - PresentView details
BS
Bharath S.
Feb 2021 - Present
View details
RVRatish VarierFeb 2021 - PresentView details
RV
Ratish Varier
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. Bharath S. is the Current Fund Manager of Sundaram Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹1,540.12.
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.
;
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₹76,136.70 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,