Sundaram Mid Cap Fund - Direct Plan - Growth

Equity

Mid Cap

Very High Risk

Rs 1,562.99

-1.25

NAV as on Nov 6, 2025

Benchmark

Expense Ratio

0.92%

Fund Category

Equity - Mid Cap

Fund Size

Rs 12,585 Crores

Exit Load

1.00%

Min. Investment

Rs 100

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Asset Allocation

Sector Allocation

Sundaram Mid Cap Fund - Direct Plan - Growth Fund Details

Investment Objective - To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Fund House

Sundaram Mutual Fund

Return Since Launch

48.15%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

14.90 vs 14.47

Fund Vs Category Avg

Beta

0.90 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

1.10 vs NA

Fund Vs Category Avg

Portfolio Turnover Ratio

45.90 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Cummins India Ltd.	3.97	Engineering	Equity
Coromandel International Ltd.	3.06	Fertilisers	Equity
Fortis Healthcare Ltd.	2.92	Pharmaceuticals and health care	Equity
GE Vernova T&D India Ltd.	2.77	Power	Equity
Mahindra & Mahindra Financial Services Ltd.	2.61	Finance	Equity
Lupin Ltd.	2.38	Pharmaceuticals and health care	Equity
Hindustan Petroleum Corporation Ltd.	2.16	Petroleum	Equity
Indian Bank	2.15	Banks	Equity
IDFC First Bank Ltd.	2.09	Banks	Equity
Marico Ltd.	2.03	Edible Fat	Equity

View All

Nov 6, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.63	1.96	5.00	14.01	26.02	24.72	27.11	16.38	48.15
Category Average (%)	-0.83	0.94	3.41	11.71	1.81	18.58	19.60	NA	19.81
Rank within Category	23	13	19	45	30	19	19	31	4

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
HDFC Mid Cap Fund	221.16	84,855	-0.16	2.68	5.78	13.69	6.76	25.95	29.56	19.37	27.24	0.72
Kotak Midcap Fund	158.85	58,300	-1.19	-1.49	1.96	14.35	3.73	22.46	27.57	19.55	24.01	0.37
Nippon India Growth Mid Cap Fund	4,631.49	39,329	-0.76	1.06	4.06	11.75	3.59	25.48	29.50	19.20	61.22	0.75
Motilal Oswal Midcap Fund	118.03	34,749	-1.18	0.15	1.67	8.78	-2.96	25.85	32.90	19.32	23.48	0.71
Axis Midcap Fund	132.51	31,147	-0.93	-0.17	1.90	10.77	3.15	19.48	22.09	17.86	22.27	0.56
SBI Midcap Fund	260.39	22,209	-0.66	1.56	2.72	4.63	-2.03	16.38	25.48	15.83	28.87	0.86
DSP Mid Cap Fund	165.05	19,162	-0.67	-0.06	2.96	11.42	1.44	19.44	19.47	16.34	24.38	0.70
Mirae Asset Midcap Fund	40.85	17,194	-0.64	2.03	6.49	17.98	6.93	21.38	26.78	NA	25.13	0.56
Sundaram Mid Cap Fund	1,562.99	12,585	-0.63	1.96	5.00	14.01	4.88	24.72	27.11	16.38	48.15	0.92
Franklin India Mid Cap Fund	3,140.67	12,213	-0.26	2.40	3.42	9.55	2.06	22.57	24.16	16.59	56.40	0.95

View All

Nov 6, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,244 (+4.88%)

Fund Manager

S Bharath

Ratish B Varier

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

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Here is the list of funds managed by S Bharath

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Sundaram Mid Cap Fund	Equity - Mid Cap	1,562.99	12,585	4.88	27.11
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	188.40	6,944	4.10	16.64
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	98.60	6,740	3.14	21.49
Sundaram Flexicap Fund	Equity - Flexi Cap	15.78	2,064	5.32	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	42.12	1,678	4.97	11.87
Sundaram Value Fund	Equity - Value	236.89	1,442	4.08	18.44
Sundaram ELSS Tax Saver Fund	Equity - ELSS	555.44	1,356	4.72	19.70
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.29	903	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	32.85	21	4.30	9.06

View All

Nov 6, 2025

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Sundaram Mid Cap Fund	1,562.99	12,585	-0.63	1.96	5.00	14.01	4.88	24.72	27.11	16.38	48.15	0.92
Sundaram Aggressive Hybrid Fund	188.40	6,944	-0.52	1.12	2.83	4.99	4.10	13.60	16.64	13.87	25.66	0.68
Sundaram Large and Mid Cap Fund	98.60	6,740	-0.70	1.57	4.69	9.47	3.14	17.04	21.49	15.84	19.52	0.76
Sundaram Liquid Fund	2,377.84	6,532	0.10	0.48	1.46	3.04	6.80	7.11	5.78	5.22	6.97	0.13
Sundaram Services Fund	39.04	4,426	-0.17	1.61	5.01	9.77	9.88	19.39	25.44	NA	21.08	0.72
Sundaram Small Cap Fund	293.80	3,341	-0.79	1.41	5.32	15.22	0.73	22.08	28.28	15.38	30.08	0.84