Sundaram Mid Cap Fund - Growth - Direct Plan

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  • 0.13 %Nav, as on 13-10-2025

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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 0.85 1.64 1.30 24.47 27.63 18.60
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 1.30 24.47 27.63 0.92 12,585.11
Kotak Midcap Fund - Growth - Direct Jan 01, 2013 4.70 23.77 29.00 0.37 58,299.59
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 0.94 25.77 30.16 0.75 39,328.98
Motilal Oswal Midcap Fund-Direct Plan-Growth Option Feb 24, 2014 -2.50 27.30 34.74 0.71 34,748.89
SBI Midcap Fund - DIRECT PLAN - GROWTH Jan 01, 2013 -4.82 16.37 26.14 0.86 22,208.64
Franklin India Mid Cap Fund - Direct - Growth Jan 01, 2013 -0.82 22.66 25.17 0.95 12,212.71

Fund Holdings as on 30-September-2025

  • Cummins India Ltd

  • Coromandel International Ltd

  • Fortis Health Care Ltd

  • GE Vernova T and D India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Lupin Ltd

  • TREPS

  • Hindustan Petroleum Corporation Ltd

  • Indian Bank

  • IDFC First Bank Ltd

  • Marico Ltd

  • Jindal Steel & Power Ltd

  • Jubilant Foodworks Ltd

  • Kalyan Jewellers India Ltd

  • The Federal Bank Ltd

  • JK Cement Ltd

  • The Phoenix Mills Ltd

  • Persistent Systems Ltd

  • Coforge Ltd

  • Delhivery Ltd

  • PB Fintech Ltd

  • Bharat Electronics Ltd

  • BSE Ltd

  • Polycab India Ltd

  • TVS Holdings Ltd

  • United Breweries Ltd

  • Chalet Hotels Ltd

  • Apollo Tyres Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Max Healthcare Institute Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • TVS Motor Company Ltd

  • Dr Lal Path Labs Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Shriram Finance Ltd

  • LIC Housing Finance Ltd

  • Alkem Laboratories Ltd

  • AU Small Finance Bank Ltd

  • Supreme Industries Ltd

  • Colgate Palmolive (India) Ltd

  • UNO Minda Ltd

  • L&T Technology Services Ltd

  • Motilal Oswal Financial Services Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

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

  • Suzlon Energy Ltd

  • Sona BLW Precision Forgings Ltd

  • Deepak Nitrite Ltd

  • Mankind Pharma Ltd

  • Torrent Power Ltd

  • Max Financial Services Ltd

  • Devyani international limited

  • Prestige Estates Projects Ltd

  • NHPC Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Schaeffler India Ltd

  • APL Apollo Tubes Ltd

  • Oberoi Realty Ltd

  • Bharti Hexacom Ltd

  • Dixon Technologies (India) Ltd

  • PI Industries Ltd

  • Amber Enterprises India Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Emami Ltd

  • Zydus Lifesciences Ltd

  • Gujarat State Petronet Ltd

  • Grindwell Norton Ltd

  • CRISIL Ltd

  • SKF India Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • ACC Ltd

  • Indegene Limited

  • Dalmia Cement (Bharat) Ltd.

  • Gland Pharma Ltd

  • Ola Electric Mobility Ltd

  • Margin Money For Derivatives

  • TVS Motor Company Ltd 6.00% (Preference Share) 01-Sep-2026**

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Bank - Private

  • Auto Ancillary

  • IT - Software

  • Diesel Engines

  • Finance - NBFC

  • Electric Equipment

  • Construction - Real Estate

  • Fertilizers

  • Consumer Food

  • Cement & Construction Materials

  • Household & Personal Products

  • Miscellaneous

  • Finance - Others

  • Refineries

  • Telecommunication - Service Provider

  • Bank - Public

  • Finance - Stock Broking

  • Edible Oil

  • Steel/Sponge Iron/Pig Iron

  • Diamond & Jewellery

  • Power Generation/Distribution

  • Logistics

  • Fintech

  • Automobile Two & Three Wheelers

  • Defence

  • Cable

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Bearings

  • Finance - Housing

  • Plastic Products

  • Chemicals

  • e-Commerce

  • Steel & Iron Products

  • Consumer Durables - Electronics

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Gas Transmission/Marketing

  • Abrasives

  • Ratings

  • 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 ₹12,585.11 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 ₹1.97(0.13%)yesterday to ₹1539.2119.

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