Sundaram Mid Cap Fund Direct
Get the latest NAV of Sundaram Mid Cap Fund Direct. 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.
₹11.00
NAV as on 01 Jan 0001
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Sundaram Mid Cap Fund Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (01-Jan-01)
The fund has underperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Mid Cap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Mid Cap Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Nifty Midcap 150 |
| AUM | -- |
| Inception Date | 20 March, 2026 |
| Min Lumpsum/SIP | --/-- |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   null |
About Sundaram Mid Cap Fund
Sundaram Mid Cap Fund Direct is an equity fund. This fund was started on 20 March, 2026. The fund is managed by Saurabh Kapadia. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Mid Cap Fund has ₹0 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
Sundaram Mid Cap Fund has given a CAGR return of 0.00% since inception.
Holdings
Sundaram Mid Cap Fund has allocated its funds majorly in . Its top holdings are
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 benefitDividends 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 investment objective of the Fund is to carry on the activity of an open-ended retail scheme as permissible under the Applicable Laws including FM Regulations, FPI Regulations, the SEZ Act and for this purpose to make, and dispose of investments with the view to achieve capital appreciation by investing in permissible securities/instruments in accordance with Applicable Laws and the Fund Documents. The Fund shall invest a substantial portion of its assets in the units of mutual funds in India under mid-cap category which are registered with SEBI under the SEBI (Mutual Fund) Regulations, 1996.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Sundaram Mid Cap Fund has no lock in period.
Fund Manager
Saurabh Kapadia
Fund Manager of Sundaram Mid Cap Fund, since 20 March 2026
Frequently Asked Questions for Sundaram Mid Cap Fund Direct
How do I invest in Sundaram Mid Cap Fund?
- 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.