NAV
₹1684.5145
as of 03 Aug 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +13.33%
- 3Y
- +22.11%
- 5Y
- +19.06%
- Since Inception
- +18.24%
SIP returns (XIRR)
- 1Y
- +17.95%
- 3Y
- +15.61%
- 5Y
- +19.86%
- Since Inception
- +18.05%
Performance Comparison
Sectoral allocation
as of 31 May 2026- Industrial Products8.20%
- Banks8.00%
- Electrical Equipment7.88%
- Capital Markets7.34%
- Auto Components5.67%
- Pharmaceuticals & Biotechnology5.38%
- Consumer Durables5.32%
- Healthcare Services4.51%
- Finance3.98%
- IT - Software3.88%
- Realty3.11%
- Power3.02%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Mid Cap Fund · Direct · Growth?
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Mid Cap Fund Regular Plan - Growth
- 1Ge Vernova T And D India Ltd3.39%
- 2Cummins India Ltd3.22%
- 3Bse Ltd2.86%
- 4Mahindra & Mahindra Financial Services Ltd2.55%
- 5Max Financial Services Ltd2.21%
- 6The Federal Bank Ltd2.20%
- 7Coromandel International Ltd2.10%
- 8Suzlon Energy Ltd2.09%
- 9Idfc First Bank Ltd1.99%
- 10Marico Ltd1.98%
Investment Objective
Sundaram Mid Cap Fund · Direct · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Sundaram Mid Cap Fund · Direct · Growth is a Mid Cap mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 13 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations