Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
Equity
3 Star
NAV as of Aug 29, 2025
₹1486.10
-0.26%1D Change
Returns since inception
18.52%p.a.
Very High Risk
Equity
3 Star
NAV as of Aug 29, 2025
₹1486.10
-0.26%1D Change
Returns since inception
18.52%p.a.
Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk|Equity|3 Star
NAV as of Aug 29, 2025
₹1486.10
-0.26%1D
Returns since inception
18.52%p.a.
Returns Calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund Overview
- Rating3 Star
- Expense ratio0.91%
- Exit Load1% within 365 days
- AUM (Fund size)₹12,818.1 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
93.53%
Debt
0%
Others
6.47%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Coromandel International Ltd | 3.66% |
| Cummins India Ltd | 3.64% |
| Treps | 3.63% |
| Kalyan Jewellers India Ltd | 2.84% |
| Fortis Healthcare Ltd | 2.64% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Midcap Fund Direct ... | ₹ 57,375 Cr | ₹155.13 | -0.41% | Very High |
| Motilal Oswal Midcap Dire... | ₹ 33,609 Cr | ₹116.93 | -0.50% | Very High |
| Edelweiss Mid Cap Fund Di... | ₹ 11,027 Cr | ₹115.25 | -0.42% | Very High |
| ICICI Prudential MidCap F... | ₹ 6,654 Cr | ₹324.01 | -0.81% | Very High |
NAV History
FUND | Sundaram Mid Cap - Direct Plan - Growth Option |
|---|---|
| NAV (Aug 29, 2025) | ₹1486.10 |
| Class | Equity | Mid Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | S. Bharath, Ratish Varier |
FUND | Sundaram Mid Cap - Direct Plan - Growth Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap - D... | -2.38% | -0.85% | 1.06% | 19.8% | -0.12% | 23.89% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.65 Lakhs ₹
Min investment of ₹300 required
