NAV
₹1560.3731
as of 30 Sept 2026
Expense Ratio
1.06%
Lumpsum returns (CAGR)
- 1Y
- +4.40%
- 3Y
- +16.53%
- 5Y
- +15.97%
- Since Inception
- +17.35%
SIP returns (XIRR)
- 1Y
- -0.09%
- 3Y
- +8.58%
- 5Y
- +15.67%
- Since Inception
- +16.75%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks9.55%
- Industrial Products6.67%
- Consumer Durables6.66%
- Capital Markets6.34%
- Auto Components6.17%
- Electrical Equipment5.71%
- Finance5.63%
- Pharmaceuticals & Biotechnology5.53%
- Healthcare Services4.23%
- IT - Software3.77%
- Retailing3.27%
- Financial Technology (Fintech)3.13%
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
- 1Mahindra & Mahindra Financial Services Ltd2.94%
- 2Kalyan Jewellers India Ltd2.61%
- 3Cummins India Ltd2.48%
- 4The Federal Bank Ltd2.47%
- 5Coforge Ltd2.24%
- 6Coromandel International Ltd2.22%
- 7Idfc First Bank Ltd2.21%
- 8Ge Vernova T And D India Ltd2.09%
- 9Max Financial Services Ltd1.91%
- 10Indusind Bank Ltd1.88%
What this fund does
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, with wider price swings than large-caps.
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. The current expense ratio is 1.06%.