Sundaram Mid Cap Fund - Direct Plan - Growth

Equity

Mid Cap

Very High Risk

Rs 1,582.21

1.1

NAV as on Dec 22, 2025

Benchmark

Expense Ratio

0.90%

Fund Category

Equity - Mid Cap

Fund Size

Rs 13,345 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

47.73%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

15.10 vs 14.21

Fund Vs Category Avg

Beta

0.90 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

0.90

Category Avg

Portfolio Turnover Ratio

63.70

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Cummins India Ltd.	4.15	Engineering	Equity
Mahindra & Mahindra Financial Services Ltd.	3.30	Finance	Equity
Coromandel International Ltd.	3.09	Fertilisers	Equity
GE Vernova T&D India Ltd.	2.50	Power	Equity
Fortis Healthcare Ltd.	2.47	Pharmaceuticals and health care	Equity
Federal Bank Ltd.	2.29	Banks	Equity
IDFC First Bank Ltd.	2.28	Banks	Equity
Coforge Ltd.	2.18	Information Technology	Equity
Kalyan Jewellers India Ltd.	2.14	Gems and Jewellery	Equity
Hindustan Petroleum Corporation Ltd.	2.11	Petroleum	Equity

View All

Dec 22, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.98	0.95	2.91	7.08	19.78	25.67	25.03	16.29	47.73
Category Average (%)	1.49	0.23	0.73	4.11	3.37	21.25	17.91	NA	19.14
Rank within Category	10	32	35	30	25	23	15	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	225.49	92,169	1.37	0.99	4.20	7.77	9.09	27.14	27.45	19.40	27.13	0.71
Kotak Midcap Fund	159.32	60,480	1.47	0.49	-1.39	4.01	3.74	23.08	25.02	19.48	23.78	0.37
Nippon India Growth Mid Cap Fund	4,656.04	42,042	1.52	0.06	0.69	3.78	5.43	26.11	26.76	19.17	60.54	0.73
Motilal Oswal Midcap Fund	116.15	38,003	1.08	-1.07	-3.44	0.38	-7.54	27.37	30.54	19.02	23.03	0.72
Axis Midcap Fund	133.11	32,202	1.35	0.01	-0.86	2.27	3.52	20.90	20.35	17.99	22.07	0.55
SBI Midcap Fund	263.70	23,360	1.42	0.34	1.38	1.24	0.63	18.61	22.72	15.63	28.68	0.84
DSP Mid Cap Fund	167.84	19,855	1.19	0.72	0.70	5.17	4.59	21.47	18.14	16.15	24.27	0.73
Mirae Asset Midcap Fund	41.25	18,380	1.21	0.30	2.26	8.02	9.78	22.08	24.66	NA	24.77	0.55
Sundaram Mid Cap Fund	1,582.21	13,345	1.98	0.95	2.91	7.08	6.65	25.67	25.03	16.29	47.73	0.90
Edelweiss Mid Cap Fund	123.07	13,196	1.90	1.42	2.99	5.04	5.95	27.89	28.12	20.01	21.34	0.40

View All

Dec 22, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,333 (+6.65%)

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	1,582.21	13,345	6.65	25.03
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	190.72	7,655	7.07	15.16
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	99.87	7,047	5.44	19.62
Sundaram Flexicap Fund	Equity - Flexi Cap	16.12	2,149	9.23	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	42.56	1,754	7.47	11.60
Sundaram Value Fund	Equity - Value	241.88	1,484	8.15	16.72
Sundaram ELSS Tax Saver Fund	Equity - ELSS	566.76	1,411	8.99	18.09
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.61	996	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	33.02	20	4.95	8.74

View All

Dec 22, 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	1,582.21	13,345	1.98	0.95	2.91	7.08	6.65	25.67	25.03	16.29	47.73	0.90
Sundaram Aggressive Hybrid Fund	190.72	7,655	0.42	-0.07	2.30	3.81	7.07	13.97	15.16	13.97	25.50	0.64
Sundaram Large and Mid Cap Fund	99.87	7,047	1.53	0.40	2.43	6.30	5.44	18.06	19.62	15.92	19.43	0.77
Sundaram Liquid Fund	2,395.00	6,772	0.10	0.46	1.44	2.92	6.65	7.07	5.86	5.20	6.96	0.13
Sundaram Services Fund	39.29	4,769	1.05	0.12	1.98	4.13	12.07	19.86	22.59	NA	20.79	0.72
Sundaram Small Cap Fund	288.20	3,450	0.69	-0.98	-1.40	3.08	1.19	21.81	25.01	14.66	29.56	0.85