Sundaram Mid Cap Fund - Direct Plan - Growth

Equity

Mid Cap

Very High Risk

Rs 1,641.83

-0.36

NAV as on Jul 16, 2026

Benchmark

Expense Ratio

1.07%

Fund Category

Equity - Mid Cap

Fund Size

Rs 14,026 Crores

Exit Load

1.00%

Min. Investment

Rs 100

Nav Chart

Source: Dion Global

Asset Allocation

Source: Dion Global

Sector Allocation

Source: Dion Global

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

45.74%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Source: Dion Global

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

Source: Dion Global

Top Holdings

Name	Assets (%)	Sector	Instrument
Cummins India Ltd.	3.03	Engineering	Equity
GE Vernova T&D India Ltd.	2.91	Power	Equity
Mahindra & Mahindra Financial Services Ltd.	2.63	Finance	Equity
BSE Ltd.	2.60	Finance	Equity
Federal Bank Ltd.	2.58	Banks	Equity
Coromandel International Ltd.	2.45	Fertilisers	Equity
Suzlon Energy Ltd.	2.42	Engineering	Equity
IDFC First Bank Ltd.	2.17	Banks	Equity
Max Financial Services Ltd.	2.04	Finance	Equity
Marico Ltd.	1.97	Edible Fat	Equity

View All

Source: Dion Global

Jul 16, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-0.54	2.54	6.57	6.60	7.76	22.07	18.74	15.77	45.74
Category Average (%)	-0.32	2.72	7.46	7.03	5.64	17.01	12.47	NA	19.70
Rank within Category	107	75	89	77	43	21	18	31	4

Source: Dion Global

* 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	229.59	1,00,858	-1.03	2.82	5.21	2.72	4.96	20.26	20.25	18.39	26.03	0.75
Kotak Midcap Fund	171.11	67,611	-0.54	2.79	7.65	9.60	7.84	21.19	18.48	18.84	23.33	0.50
Nippon India Growth Mid Cap Fund	4,967.79	49,169	-0.64	1.65	5.44	7.51	8.06	22.39	20.13	19.20	58.16	0.82
Motilal Oswal Midcap Fund	114.28	37,474	0.57	5.58	7.42	1.96	-3.49	19.82	23.14	17.94	21.72	0.76
Axis Midcap Fund	141.15	33,803	-0.19	2.19	6.60	9.04	6.49	18.26	15.16	18.19	21.59	0.80
SBI Midcap Fund	276.55	24,127	0.81	4.01	6.78	5.59	2.86	13.91	15.39	15.00	27.78	1.06
DSP Mid Cap Fund	173.51	20,170	-0.10	1.77	5.27	4.58	4.46	18.42	13.01	15.25	23.46	0.76
Mirae Asset Midcap Fund	43.77	19,543	-0.15	5.02	9.70	7.11	10.05	19.60	17.15	NA	23.60	0.91
Edelweiss Mid Cap Fund	127.37	17,748	-0.72	1.89	6.27	5.43	6.57	23.87	19.61	19.77	20.67	0.72
HSBC Midcap Fund	518.82	15,352	-0.80	1.74	11.41	15.87	16.92	26.26	19.29	18.19	33.86	1.21

View All

Source: Dion Global

Jul 16, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,388 (+7.76%)

Fund Manager

S Bharath

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	1,641.83	14,026	7.76	18.74
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	184.46	8,941	-1.17	10.42
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	103.29	6,991	6.98	14.24
Sundaram Multi Cap Fund	Equity - Multi Cap	436.25	2,915	1.15	14.05
Sundaram Flexicap Fund	Equity - Flexi Cap	15.26	1,990	-2.48	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	41.76	1,664	0.40	9.25
Sundaram Business Cycle Fund	Equity - Sectoral/Thematic	11.48	1,650	1.85	NA
Sundaram Value Fund	Equity - Value	226.58	1,300	-4.33	10.18
Sundaram ELSS Tax Saver Fund	Equity - ELSS	534.23	1,281	-3.20	11.56
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	9.88	917	NA	NA

View All

Source: Dion Global

Jul 16, 2026

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	1,641.83	14,026	-0.54	2.54	6.57	6.60	7.76	22.07	18.74	15.77	45.74	1.07
Sundaram Aggressive Hybrid Fund	184.46	8,941	-0.32	0.90	1.12	-1.93	-1.17	10.53	10.42	12.63	24.02	1.05
Sundaram Large and Mid Cap Fund	103.29	6,991	-0.58	5.10	8.05	5.35	6.98	15.66	14.24	15.54	18.84	1.68
Sundaram Liquid Fund	2,486.99	6,365	0.17	0.62	1.67	3.44	6.44	7.03	6.27	5.12	6.96	0.14
Sundaram Services Fund	40.09	4,934	1.33	5.84	9.61	2.61	3.81	16.34	16.17	NA	19.46	0.80
Sundaram Small Cap Fund	325.31	3,872	-1.04	2.86	12.52	13.64	10.18	19.66	17.65	15.66	29.32	0.89