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.

₹1415.28

▲0.3%1D

NAV as on 13 May 2025

18.53%/per year

Since Inception

Absolute Gain%

▲▼

5508 people have invested ₹ 1.4Cr 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 (13-May-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
7.91%
9.48%
9.05%
3 Months
7.57%
8.42%
7.47%
6 Months
-0.07%
1.84%
-0.09%
1 Year
14.3%
10.06%
10.88%
3 Years
28.47%
26.11%
25.03%
5 Years
31.24%
32.54%
30.59%

INDmoney Rank

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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
-
11,690Cr
0.9%
14.3%
28.47%
18.53%
HDFC Mid Cap Opportunities Fund Direct Growth
2/19
72,610Cr
0.89%
13.86%
30.77%
21.08%
Motilal Oswal Midcap Fund Direct Growth
3/19
27,780Cr
0.68%
22.36%
33.59%
24.1%
Nippon India Growth Fund Direct Growth
4/19
34,690Cr
0.8%
14.94%
29.23%
18.85%
See all
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Beats FD returns for both 3Y & 5Y duration
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No bad points found for this fund.

Sundaram Mid Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Sundaram Mid Cap Fund Asset Allocation

See fund asset allocation details as on (15-Apr-25)

Fund Distribution

as on (15-Apr-25)

Equity 91.1%

Debt & Cash 8.9%

Mid cap
65.7%
Small cap
13.3%
Large cap
12.1%
Large Cap allocation has gone down from 15.3% to 14.7%
Large Cap allocation has gone down from 15.3% to 14.7%
Small Cap allocation has gone down from 13.5% to 13.3%
Small Cap allocation has gone down from 13.5% to 13.3%
Mid Cap allocation has gone down from 65.6% to 65.5%
Mid Cap allocation has gone down from 65.6% to 65.5%
Cash allocation has gone up from 5.6% to 6.5%
Cash allocation has gone up from 5.6% to 6.5%

Sundaram Mid Cap Fund Sector Allocation

See fund sector allocation details as on (15-Apr-25)

Sector Allocation

Equity 91.1%

Debt & Cash 8.9%

Consumer Cyclical
20.8%
Financial Services
20.8%
Industrial
19.2%
Health
11.7%
Basic Materials
9.6%
Tech
6.3%
Utilities
2.9%
Consumer Defensive
2.8%
Real Estate
2.3%
Communication
2%
Energy
1.6%

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

Mar'25

Consumer Cyclical

20%

Financial Services

18%

Corporate

16%

Feb'25

Consumer Cyclical

21%

Financial Services

21%

Industrial

14%

Sundaram Mid Cap Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Top Stocks bought last month
Phoenix Mills Ltd's allocation increased from 0.74% to 1.36%
Phoenix Mills Ltd's allocation increased from 0.74% to 1.36%
Coromandel International Ltd's allocation increased from 2.79% to 3.06%
Coromandel International Ltd's allocation increased from 2.79% to 3.06%
Hindustan Petroleum Corp Ltd's allocation increased from 1.65% to 1.91%
Hindustan Petroleum Corp Ltd's allocation increased from 1.65% to 1.91%
Top Stocks sold last month
Kalyan Jewellers India Ltd's allocation decreased from 2.66 % to 2.48 %
Kalyan Jewellers India Ltd's allocation decreased from 2.66 % to 2.48 %
Lupin Ltd's allocation decreased from 2.46 % to 2.42 %
Lupin Ltd's allocation decreased from 2.46 % to 2.42 %
Mahindra & Mahindra Financial Services Ltd's allocation decreased from 5.26 % to 2.15 %
Mahindra & Mahindra Financial Services Ltd's allocation decreased from 5.26 % to 2.15 %

Sundaram Mid Cap Fund Direct Growth Overview

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

Expense ratio0.9%
Benchmark
Nifty Midcap 150 TR INR
AUM₹11690 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 S. Bharath, Ratish Varier. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Mid Cap Fund Direct Growth has ₹11690 Cr worth of assets under management (AUM) as on Mar 2025 and is less 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 18.53% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.30%, 28.47% and 31.24% respectively.

Holdings

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

S. Bharath

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

Ratish Varier

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

Learn more about Sundaram Mutual Fund
Parameters
Mar'25
Feb'25
Jan'25
AUM
₹ 11.3K Cr
₹ 10.5K Cr
₹ 12.6K Cr
  • AUM of the fund stands at 11.3K Cr as of Mar'25
  • AUM increased by 882 Cr between Mar'25 and Feb'25

Compare Sundaram Mid Cap Fund

Sundaram Mid Cap Fund

VS

HDFC Mid Cap Opportunities Fund Direct Growth

Frequently Asked Questions for Sundaram Mid Cap Fund Direct Growth

What is the current NAV of Sundaram Mid Cap Fund Direct Growth?

The current NAV of Sundaram Mid Cap Fund Direct Growth is ₹1415.28 as on 13-May-2025.

What are the average returns of Sundaram Mid Cap Fund Direct Growth?

Existing (Absolute + CAGR) as on 13-May-2025.
Sundaram Mid Cap Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
7.91%
7.91%
6 Month Returns
-0.07%
-0.07%
1 Year Returns
14.3%
14.3%
3 Years Returns
112.05%
28.47%

How do I invest in Sundaram Mid Cap Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram Mid Cap Fund Direct Growth?

0.9% as on April 2025

What is net assets under management (AUM) of Sundaram Mid Cap Fund Direct Growth?

₹11690 Cr as on April 2025

What are the top 5 holdings of Sundaram Mid Cap Fund Direct Growth?

Coromandel International Ltd(3.31%), The Federal Bank Ltd(3.24%), Cummins India Ltd(3.15%), Kalyan Jewellers India Ltd(2.66%), Lupin Ltd(2.42%) as on April 2025

What are the top 3 sectors that this Sundaram Mid Cap Fund Direct Growth has invested in?

Consumer Cyclical(18.11%), Financial Services(16.95%), Industrial(13.46%) as on April 2025

What is the alpha of Sundaram Mid Cap Fund Direct Growth?

The alpha ratio for the Sundaram Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Mid Cap Fund Direct Growth
5.31
1.74
0.44
As on April 2025
The alpha for Sundaram Mid Cap Fund Direct Growth is calculated against Nifty Midcap 150 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Sundaram Mid Cap Fund Direct Growth??

The Beta ratio for the Sundaram Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Mid Cap Fund Direct Growth
1.02
0.96
0.9
As on April 2025
The Beta for Sundaram Mid Cap Fund Direct Growth is calculated with Nifty Midcap 150 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Sundaram Mid Cap Fund Direct Growth?

The sharpe ratio for the Sundaram Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram Mid Cap Fund Direct Growth
0.3
0.95
1.39
As on April 2025
The sharpe ratio for Sundaram Mid Cap Fund Direct Growth is calculated with Nifty Midcap 150 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Sundaram Mid Cap Fund Direct Growth?

The standard deviation for the Sundaram Mid Cap Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram Mid Cap Fund Direct Growth
20.55
16.9
15.99
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Sundaram Mid Cap Fund Direct Growth?

Sortino ratio is 1.58 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

What is the information ratio of Sundaram Mid Cap Fund Direct Growth?

Information ratio is 0.41 as on April 2025. It tells the consistency of the fund in generating superior risk-adjusted performance

Who is the manager of Sundaram Mid Cap Fund Direct Growth?

S. Bharath, Ratish Varier are the fund managers of Sundaram Mid Cap Fund Direct Growth

What is the exit load of Sundaram Mid Cap Fund Direct Growth?

The Exit load of Sundaram Mid Cap Fund Direct Growth is 1%