Sundaram Mid Cap Fund - Growth - Direct Plan

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  • 0.01 %Nav, as on 11-09-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Mid Cap Fund- Direct Plan - Growth Option 3.06 1.06 1.23 22.78 27.78 18.65
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Mid Cap Fund- Direct Plan - Growth Option Jan 02, 2013 1.23 22.78 27.78 0.93 12,501.03
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 3.64 21.80 29.60 0.37 56,988.32
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 1.61 24.54 30.51 0.71 38,385.96
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 1.62 28.00 35.55 0.69 34,779.74
Mirae Asset Midcap Fund- Direct Growth Option Jul 29, 2019 Unrated 0.33 19.85 28.52 0.58 16,807.42
HSBC Midcap Fund - Direct Growth Jan 01, 2013 1.85 24.43 25.82 0.65 11,749.13

Fund Holdings as on 31-August-2025

  • Cummins India Ltd

  • Coromandel International Ltd

  • TREPS

  • Fortis Health Care Ltd

  • GE Vernova T and D India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Lupin Ltd

  • Kalyan Jewellers India Ltd

  • JK Cement Ltd

  • Persistent Systems Ltd

  • Indian Bank

  • Marico Ltd

  • Jubilant Foodworks Ltd

  • IDFC First Bank Ltd

  • Coforge Ltd

  • The Federal Bank Ltd

  • Hindustan Petroleum Corporation Ltd

  • Jindal Steel & Power Ltd

  • Delhivery Ltd

  • The Phoenix Mills Ltd

  • PB Fintech Ltd

  • BSE Ltd

  • Apollo Tyres Ltd

  • Chalet Hotels Ltd

  • Polycab India Ltd

  • Bharat Electronics Ltd

  • United Breweries Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Max Healthcare Institute Ltd

  • TVS Holdings Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Dr Lal Path Labs Ltd

  • Supreme Industries Ltd

  • TVS Motor Company Ltd

  • Cash and Other Net Current Assets

  • LIC Housing Finance Ltd

  • Alkem Laboratories Ltd

  • AU Small Finance Bank Ltd

  • Shriram Finance Ltd

  • UNO Minda Ltd

  • L&T Technology Services Ltd

  • Devyani international limited

  • Suzlon Energy Ltd

  • Mankind Pharma Ltd

  • Torrent Power Ltd

  • Max Financial Services Ltd

  • Motilal Oswal Financial Services Ltd

  • Deepak Nitrite Ltd

  • Prestige Estates Projects Ltd

  • 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Sona BLW Precision Forgings Ltd

  • Oberoi Realty Ltd

  • Bharti Hexacom Ltd

  • Amber Enterprises India Ltd

  • APL Apollo Tubes Ltd

  • NHPC Ltd

  • Zydus Lifesciences Ltd

  • Schaeffler India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Dixon Technologies (India) Ltd

  • PI Industries Ltd

  • Emami Ltd

  • ACC Ltd

  • Gujarat State Petronet Ltd

  • CRISIL Ltd

  • Grindwell Norton Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Indegene Limited

  • SKF India Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Ola Electric Mobility Ltd

  • Gland Pharma Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Colgate Palmolive (India) Ltd

  • Voltas Ltd

  • TVS Motor Company Ltd 6.00% (Preference Share) 25-Aug-2026

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • IT - Software

  • Bank - Private

  • Auto Ancillary

  • Miscellaneous

  • Diesel Engines

  • Electric Equipment

  • Finance - Others

  • Construction - Real Estate

  • Finance - NBFC

  • Fertilizers

  • Cement & Construction Materials

  • Consumer Food

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Bank - Public

  • Edible Oil

  • Refineries

  • Power Generation/Distribution

  • Steel/Sponge Iron/Pig Iron

  • Logistics

  • Fintech

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Hotel, Resort & Restaurants

  • Cable

  • Defence

  • Breweries & Distilleries

  • Bearings

  • Plastic Products

  • Finance - Housing

  • Finance - Stock Broking

  • Chemicals

  • e-Commerce

  • Air Conditioners

  • Steel & Iron Products

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Ratings

  • Abrasives

  • Insurance

  • Business Support

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  • Cash

  • Equity

  • MFU

  • Preference Shares

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About Sundaram Mid Cap Fund

Scheme Analysis

Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹12,501.03 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended up ₹0.15(0.01%)yesterday to ₹1524.4539.

Among its top 3 holdings the fund has exposure to Cummins India Ltd, and

The Sundaram Mid Cap Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156