Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
Equity
4 Star
NAV as of Oct 09, 2026
₹1533.42
0.88%1D Change
3Y returns
+56.86% ↑
Very High Risk
Equity
4 Star
NAV as of Oct 09, 2026
₹1533.42
0.88%1D Change
3Y returns
+56.86% ↑
Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk|Equity|4 Star
NAV as of Oct 09, 2026
₹1533.42
0.88%1D
3Y returns
+56.86% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.05%
- Exit Load1% within 365 days
- AUM (Fund size)₹14,863.43 Crore
- Lock-in periodNo Lock-in
- Age13 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 (%) |
|---|---|
| Mahindra & Mahindra Financial Services Ltd | 2.74% |
| Treps | 2.74% |
| Kalyan Jewellers India Ltd | 2.58% |
| Cummins India Ltd | 2.39% |
| The Federal Bank Ltd | 2.36% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Midcap Fund Direct P... | ₹ 17,188 Cr | ₹516.35 | 1.35% | Very High |
| ICICI Prudential Mid Cap ... | ₹ 8,403 Cr | ₹361.68 | 0.77% | Very High |
| Aditya Birla Sun Life Mid... | ₹ 6,966 Cr | ₹907.73 | 1.05% | Very High |
| Axis Midcap Fund Direct P... | ₹ 35,425 Cr | ₹137.58 | 1.05% | Very High |
NAV History - SUNDARAM MID CAP FUND Direct Plan - Growth
FUND | SUNDARAM MID CAP FUND Direct Plan - Growth |
|---|---|
| NAV (Oct 09, 2026) | ₹1533.42 |
| Class | Equity | Mid Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | S. Bharath, Shalav Saket |
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... | -0.71% | -7.03% | -5.73% | 2.37% | -0.08% | 16.38% |
Frequently Asked Questions
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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
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹65,599
Min investment of ₹300 required