Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

Equity

Sundaram Mutual Fund

Mid-Cap

Get the latest NAV of Sundaram Mid Cap Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹1425.40

▼-2%1D

NAV as on 27 Mar 2026

17.28%/per year

Since Inception

Absolute Gain%

▲▼

6370 people have invested ₹ 1.4Cr in Sundaram Mid Cap Fund in the last three months

Sundaram Mid Cap Fund Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (27-Mar-26)

The fund has consistently outperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-8.74%
-9.06%
-4%
5.52%
23.96%
19.12%
Nifty Midcap 150
-8.67%
-10.09%
-4.84%
4.35%
21.71%
17.78%
Mid-Cap Avg
-8.25%
-9.69%
-5.76%
3.24%
20.74%
16.91%
Best in Mid-Cap
-2.37%
-5.56%
1.39%
14.43%
26.5%
22.39%
Worst in Mid-Cap
-9.88%
-16.08%
-16.28%
-10.27%
13.32%
12.52%

INDmoney Rank

Powered by IND quant engine

IND ranking is not available for this fund.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Mid Cap Fund
-
13,235Cr
0.86%
5.52%
23.96%
2.43
0.93
1.24
2.01
0.46
HDFC Mid Cap Fund
1/21
94,257Cr
0.76%
6.66%
24.57%
4.28
0.85
1.39
2.44
0.66
Edelweiss Mid Cap Fund
2/21
14,355Cr
0.46%
5.94%
25.56%
3.78
0.93
1.30
2.18
0.70
Nippon India Growth Mid Cap Fund Mid Cap
3/21
43,983Cr
0.72%
6.54%
25.49%
3.36
0.95
1.29
2.28
0.88
See all
Positive: Beats FD returns for both 3Y & 5Y duration
Beats FD returns for both 3Y & 5Y duration
Negative: No bad points found for this fund.
No bad points found for this fund.

Sundaram Mid Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

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Profit

Total Corpus

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Absolute Return
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Sundaram Mid Cap Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Mid cap
69.4%
Small cap
16.7%
Large cap
10%
Large Cap allocation has gone up from 9.4% to 10%
Large Cap allocation has gone up from 9.4% to 10%
Small Cap allocation has gone down from 16.8% to 16.7%
Small Cap allocation has gone down from 16.8% to 16.7%
Mid Cap allocation has gone down from 70.1% to 69.4%
Mid Cap allocation has gone down from 70.1% to 69.4%
Cash allocation has gone down from 3.8% to 3.3%
Cash allocation has gone down from 3.8% to 3.3%

Sundaram Mid Cap Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
20.1%
Consumer Cyclical
18.9%
Industrial
15.4%
Health
12.4%
Basic Materials
11.1%
Tech
6.1%
Consumer Defensive
5.5%
Real Estate
3.8%
Utilities
2.5%
Communication
2.3%
Energy
1.9%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Industrial

Feb'26

Financial Services

22%

Industrial

17%

Consumer Cyclical

16%

Jan'26

Financial Services

23%

Consumer Cyclical

16%

Industrial

16%

Sundaram Mid Cap Fund Holdings Details

as on (28-Feb-26)

Top Stocks bought last month
Cummins India Ltd's allocation increased from 3.56% to 4.03%
Cummins India Ltd's allocation increased from 3.56% to 4.03%
GE Vernova T&D India Ltd's allocation increased from 2.98% to 3.38%
GE Vernova T&D India Ltd's allocation increased from 2.98% to 3.38%
Polycab India Ltd's allocation increased from 1.53% to 1.83%
Polycab India Ltd's allocation increased from 1.53% to 1.83%
Top Stocks sold last month
Mahindra & Mahindra Financial Services Ltd's allocation decreased from 5.26 % to 3.25 %
Mahindra & Mahindra Financial Services Ltd's allocation decreased from 5.26 % to 3.25 %
Coromandel International Ltd's allocation decreased from 2.83 % to 2.69 %
Coromandel International Ltd's allocation decreased from 2.83 % to 2.69 %
The Federal Bank Ltd's allocation decreased from 2.36 % to 2.36 %
The Federal Bank Ltd's allocation decreased from 2.36 % to 2.36 %

Sundaram Mid Cap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.86%
Benchmark
Nifty Midcap 150 TR INR
AUM₹13235 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
45.68%
Risk
Risk meter
pointer
Very High Risk

About Sundaram Mid Cap Fund

Sundaram Mid Cap Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by S. Bharath, Shalav Saket. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Mid Cap Fund has ₹13235 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Sundaram Mid Cap Fund has given a CAGR return of 17.28% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.52%, 23.96% and 19.12% respectively.

Holdings

Sundaram Mid Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Basic Materials, Tech, Consumer Defensive, Corporate, Real Estate, Utilities, Communication, Energy, Government. Its top holdings are Cummins India Ltd, GE Vernova T&D India Ltd, Mahindra & Mahindra Financial Services Ltd, Coromandel International Ltd, The Federal Bank Ltd

Taxation

As it is a mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram Mid Cap Fund

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Mid Cap Fund has no lock in period.

Fund Manager

S. Bharath

Fund Manager of Sundaram Mid Cap Fund, since 24 February 2021

Shalav Saket

Fund Manager of Sundaram Mid Cap Fund, since 31 December 2025

Learn more about Sundaram Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 13.2K Cr
₹ 12.9K Cr
₹ 13.3K Cr
  • AUM of the fund stands at 13.2K Cr as of Feb'26
  • AUM increased by 318.3 Cr between Feb'26 and Jan'26

Compare Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

VS

HDFC Mid Cap Fund

Frequently Asked Questions for Sundaram Mid Cap Fund

How do I invest in Sundaram Mid Cap Fund?

INDmoney makes it simple to invest in the Sundaram Mid Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Mid Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Mid Cap Fund?

The NAV of the fund today is ₹1425.40. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Mid Cap Fund fund has generated a return of 5.52% in 1 year, 23.96% in 3 years, 19.12% in 5 years.

Who is the fund manager of Sundaram Mid Cap Fund?

The fund managers are S. Bharath, Shalav Saket.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.86%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹13235 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Mid Cap Fund?

The top 3 holdings of the fund are Cummins India Ltd(4.03%), GE Vernova T&D India Ltd(3.38%), Mahindra & Mahindra Financial Services Ltd(3.25%)