Sundaram Mid Cap Fund - Direct Plan - Growth

Equity

Mid Cap

Very High Risk

Rs 1,560.46

-0.05

NAV as on Feb 6, 2026

Benchmark

Expense Ratio

0.87%

Fund Category

Equity - Mid Cap

Fund Size

Rs 13,293 Crores

Exit Load

1.00%

Min. Investment

Rs 100

Nav Chart

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

47.02%

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.	3.86	Engineering	Equity
Mahindra & Mahindra Financial Services Ltd.	3.50	Finance	Equity
Coromandel International Ltd.	2.95	Fertilisers	Equity
GE Vernova T&D India Ltd.	2.73	Power	Equity
IDFC First Bank Ltd.	2.45	Banks	Equity
Federal Bank Ltd.	2.38	Banks	Equity
Hindustan Petroleum Corporation Ltd.	2.31	Petroleum	Equity
Kalyan Jewellers India Ltd.	2.16	Gems and Jewellery	Equity
Marico Ltd.	2.07	Edible Fat	Equity
PB Fintech Ltd.	2.02	Information Technology	Equity

View All

Feb 6, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	2.16	-1.38	-0.16	4.83	15.61	26.04	21.67	16.99	47.02
Category Average (%)	1.92	-2.52	-1.42	2.06	8.57	20.93	15.50	NA	18.11
Rank within Category	33	62	70	48	30	14	22	31	4

* Returns over 1 year are CAGR

Screen Funds Yourself to identify the best mutual funds and explore top mutual funds screens.

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	223.96	92,642	1.14	-1.18	1.27	7.12	14.14	26.52	24.58	19.97	26.77	0.74
Kotak Midcap Fund	157.35	60,637	2.44	-1.82	-0.95	0.99	11.21	22.92	21.59	20.13	23.41	0.38
Nippon India Growth Mid Cap Fund	4,675.69	42,125	2.62	-0.82	0.95	5.05	13.53	26.77	23.96	20.25	59.86	0.74
Motilal Oswal Midcap Fund	107.67	36,880	1.69	-5.54	-8.78	-7.26	-2.34	24.15	25.97	18.37	21.99	0.77
Axis Midcap Fund	131.06	31,717	1.83	-1.39	-1.09	0.78	9.50	20.63	17.79	18.45	21.70	0.57
SBI Midcap Fund	262.72	23,315	2.60	-2.32	0.90	3.64	3.94	18.63	19.50	16.10	28.33	0.85
DSP Mid Cap Fund	165.79	19,586	2.20	-1.86	0.45	3.43	11.11	21.16	15.93	16.89	23.90	0.75
Mirae Asset Midcap Fund	40.27	18,409	1.72	-3.37	-1.41	4.98	14.81	22.07	20.04	NA	23.79	0.58
Sundaram Mid Cap Fund	1,560.46	13,293	2.16	-1.38	-0.16	4.83	12.63	26.04	21.67	16.99	47.02	0.87
Edelweiss Mid Cap Fund	121.34	13,196	1.15	-1.73	1.08	5.12	13.41	27.70	24.24	20.60	20.98	0.42

View All

Feb 6, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,632 (+12.63%)

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.

View More

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	1,560.46	13,293	12.63	21.67
Sundaram Aggressive Hybrid Fund	Hybrid - Aggressive	188.86	7,846	8.06	12.98
Sundaram Large and Mid Cap Fund	Equity - Large & Mid Cap	98.57	6,987	9.95	16.49
Sundaram Flexicap Fund	Equity - Flexi Cap	15.80	2,128	9.42	NA
Sundaram Balanced Advantage Fund	Hybrid - Dynamic Asset Allocation/Balanced Advantage	42.30	1,737	8.01	10.87
Sundaram Value Fund	Equity - Value	237.66	1,477	8.03	13.68
Sundaram ELSS Tax Saver Fund	Equity - ELSS	555.07	1,402	8.80	14.71
Sundaram Multi-Factor Fund	Equity - Sectoral/Thematic	10.46	1,016	NA	NA
Sundaram Conservative Hybrid Fund	Hybrid - Conservative	32.91	20	4.32	8.12

View All

Feb 6, 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	1,560.46	13,293	2.16	-1.38	-0.16	4.83	12.63	26.04	21.67	16.99	47.02	0.87
Sundaram Aggressive Hybrid Fund	188.86	7,846	1.33	-1.17	0.24	3.08	8.06	14.52	12.98	14.55	25.14	0.74
Sundaram Large and Mid Cap Fund	98.57	6,987	2.15	-1.75	-0.04	4.65	9.95	18.50	16.49	16.29	19.10	0.67
Sundaram Liquid Fund	2,412.96	6,047	0.13	0.49	1.48	2.96	6.48	7.04	5.93	5.18	6.95	0.14
Sundaram Services Fund	38.35	4,809	1.44	-3.85	-2.61	2.85	9.53	20.08	19.36	NA	20.01	0.68
Sundaram Small Cap Fund	284.25	3,401	1.74	-2.83	-3.25	1.90	5.34	21.21	22.22	15.87	29.10	0.83