Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
Equity
3 Star
NAV as of Jul 03, 2025
₹1517.81
0.03%1D Change
Returns since inception
18.97%p.a.
Very High Risk
Equity
3 Star
NAV as of Jul 03, 2025
₹1517.81
0.03%1D Change
Returns since inception
18.97%p.a.
Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk|Equity|3 Star
NAV as of Jul 03, 2025
₹1517.81
0.03%1D
Returns since inception
18.97%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 ratio0.93%
- Exit Load1% within 365 days
- AUM (Fund size)₹12,344.49 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 (%) |
|---|---|
| Treps | 6.45% |
| Cummins India Ltd | 3.42% |
| Coromandel International Ltd | 3.21% |
| The Federal Bank Ltd | 3.15% |
| Kalyan Jewellers India Ltd | 2.73% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Midcap Fund Direct Pl... | ₹ 15,029 Cr | ₹115.38 | 1.37% | Very High |
| Edelweiss Mid Cap Fund Di... | ₹ 10,028 Cr | ₹120.56 | 0.07% | Very High |
| Motilal Oswal Midcap Dire... | ₹ 30,401 Cr | ₹120.15 | -0.21% | Very High |
| Nippon India Growth Mid C... | ₹ 36,836 Cr | ₹4603.93 | -0.19% | Very High |
NAV History - SUNDARAM MID CAP FUND Direct Plan - Growth
FUND | SUNDARAM MID CAP FUND Direct Plan - Growth |
|---|---|
| NAV (Jul 03, 2025) | ₹1517.81 |
| Class | Equity | Mid Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | S. Bharath, Ratish Varier |
FUND | SUNDARAM MID CAP FUND Direct Plan - Growth |
|---|---|
| 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 FUN... | 0.95% | 2.97% | 12.61% | -0.28% | 8.97% | 31.08% |
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
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.99 Lakhs ₹
Min investment of ₹300 required
