Sundaram Mid Cap Fund Direct Growth

Sundaram Mid Cap Fund Direct Growth

Equity

Sundaram Mutual Fund

Mid-Cap

Get the latest NAV of Sundaram Mid Cap Fund Direct Growth. 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.

₹1513.14

▲0.3%1D

NAV as on 27 Jun 2025

18.97%/per year

Since Inception

Absolute Gain%

▲▼

5926 people have invested ₹ 2.1Cr in Sundaram Mid Cap Fund Direct Growth 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-Jun-25)

The fund has outperformed the benchmark (Nifty Midcap 150) over 1Y, 3Y, but underperformed over 5Y.

Period
This Fund
Nifty Midcap 150
Category Avg
1 Month
3.35%
3.78%
4.36%
3 Months
12.02%
14.22%
13.06%
6 Months
1.5%
3.65%
2.15%
1 Year
10.22%
4.84%
5.93%
3 Years
30.97%
29.22%
27.9%
5 Years
29.69%
30.7%
29.45%

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
Inception Returns
Sundaram Mid Cap Fund
-
12,344Cr
0.93%
10.22%
30.97%
18.97%
HDFC Mid Cap Fund Direct Growth
1/19
79,718Cr
0.77%
9.99%
33.01%
21.53%
Edelweiss Mid Cap Fund Direct Growth
2/19
10,028Cr
0.4%
13.36%
33.54%
22.88%
Motilal Oswal Midcap Fund Direct Growth
3/19
30,401Cr
0.7%
10.48%
36.57%
24.37%
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

0

Profit

Total Corpus

0

Absolute Return
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Sundaram Mid Cap Fund Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 92.1%

Debt & Cash 7.9%

Mid cap
66.2%
Small cap
13.6%
Large cap
12.2%
Mid Cap allocation has gone up from 65.7% to 66.2%
Mid Cap allocation has gone up from 65.7% to 66.2%
Large Cap allocation has gone up from 12.1% to 12.2%
Large Cap allocation has gone up from 12.1% to 12.2%
Small Cap allocation has gone up from 13.3% to 13.6%
Small Cap allocation has gone up from 13.3% to 13.6%
Cash allocation has gone down from 8.9% to 7.9%
Cash allocation has gone down from 8.9% to 7.9%

Sundaram Mid Cap Fund Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 92.1%

Debt & Cash 7.9%

Financial Services
21.5%
Consumer Cyclical
19.7%
Industrial
17.6%
Health
10.9%
Basic Materials
9.4%
Tech
6.8%
Consumer Defensive
4%
Real Estate
3.3%
Communication
3.2%
Utilities
2.1%
Energy
1.6%

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

May'25

Consumer Cyclical

20%

Financial Services

19%

Industrial

16%

Apr'25

Consumer Cyclical

20%

Financial Services

19%

Industrial

15%

Sundaram Mid Cap Fund Holdings Details

as on (31-May-25)

Equity

Debt & Cash

Top Stocks bought last month
GE Vernova T&D India Ltd's allocation increased from 1.58% to 2.14%
GE Vernova T&D India Ltd's allocation increased from 1.58% to 2.14%
BSE Ltd's allocation increased from 1.52% to 1.82%
BSE Ltd's allocation increased from 1.52% to 1.82%
TVS Holdings Ltd's allocation increased from 1.23% to 1.52%
TVS Holdings Ltd's allocation increased from 1.23% to 1.52%
Top Stocks sold last month
Coromandel International Ltd's allocation decreased from 3.31 % to 3.21 %
Coromandel International Ltd's allocation decreased from 3.31 % to 3.21 %
The Federal Bank Ltd's allocation decreased from 3.24 % to 3.15 %
The Federal Bank Ltd's allocation decreased from 3.24 % to 3.15 %
Lupin Ltd's allocation decreased from 2.42 % to 2.22 %
Lupin Ltd's allocation decreased from 2.42 % to 2.22 %

Sundaram Mid Cap Fund Direct Growth Overview

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

Expense ratio0.93%
Benchmark
Nifty Midcap 150 TR INR
AUM₹12344 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
42.36%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram Mid Cap Fund

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

Key Parameters

  1. Sundaram Mid Cap Fund Direct Growth has ₹12344 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Sundaram Mid Cap Fund Direct Growth has given a CAGR return of 18.97% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.22%, 30.97% and 29.69% respectively.

Holdings

Sundaram Mid Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Industrial, Basic Materials, Health, Tech, Consumer Defensive, Real Estate, Communication, Energy, Utilities, Corporate, Government. Its top holdings are Cummins India Ltd, Coromandel International Ltd, The Federal Bank Ltd, Kalyan Jewellers India Ltd, Lupin 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 Direct Growth

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 Direct Growth has no lock in period.

Fund Manager

Ratish Varier

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

S. Bharath

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

Learn more about Sundaram Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 12.3K Cr
₹ 11.7K Cr
₹ 11.3K Cr
  • AUM of the fund stands at 12.3K Cr as of May'25
  • AUM increased by 654.3 Cr between May'25 and Apr'25

Compare Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

VS

HDFC Mid Cap Fund Direct Growth

Frequently Asked Questions for Sundaram Mid Cap Fund Direct Growth

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 ₹1513.14. 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 10.22% in 1 year, 30.97% in 3 years, 29.69% in 5 years.

Who is the fund manager of Sundaram Mid Cap Fund?

The fund managers are Ratish Varier, S. Bharath.

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 0.93%. 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 ₹12344 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(3.42%), Coromandel International Ltd(3.21%), The Federal Bank Ltd(3.15%)