NAV
₹1610.1726
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +8.65%
- 3Y
- +22.87%
- 5Y
- +19.82%
- Since Inception
- +18.03%
SIP returns (XIRR)
- 1Y
- +10.42%
- 3Y
- +14.84%
- 5Y
- +19.00%
- Since Inception
- +17.74%
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks9.00%
- Industrial Products8.00%
- Auto Components6.00%
- Pharmaceuticals & Biotechnology6.00%
- Electrical Equipment6.00%
- Capital Markets5.00%
- Consumer Durables5.00%
- Finance5.00%
- Healthcare Services5.00%
- IT - Software4.00%
- Realty3.00%
- Leisure Services3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Sundaram Mid Cap Fund Regular Plan - Growth
- 1Cummins India Ltd4.05%
- 2Ge Vernova T And D India Ltd3.44%
- 3Mahindra & Mahindra Financial Services Ltd2.76%
- 4Coromandel International Ltd2.64%
- 5The Federal Bank Ltd2.27%
- 6Sundaram Liquid Fund - Direct Growth*2.16%
- 7Bse Ltd2.13%
- 8Kalyan Jewellers India Ltd2.13%
- 9Marico Ltd2.10%
- 10Lupin Ltd2.10%
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