SB
S. BharathFund Manager Since 24 Feb 2021
EquityMid-Cap
Sundaram Mid Cap - Direct Plan - Growth Option
3Y Annualised
19.67%
-0.48% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.34%
-0.48% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹14504.36 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Mid Cap Fund - IDCW Payout
11.75%
2nd
HSBC Mid Cap Fund - IDCW Reinvestment
11.75%
3rd
HSBC Mid Cap Fund - Direct Plan-Growth
11.75%
4th
HSBC Mid Cap Fund - Regular Plan- IDCW Reinvestment
11.62%
5th
HSBC Mid Cap Fund - Regular Plan - Growth
11.62%
219th
Sundaram Mid Cap - Direct Plan - Growth Option
-0.34%
Fund Managers
RV
Ratish VarierFund Manager Since 24 Feb 2021
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
About Sundaram Mid Cap - Direct Plan - Growth Option
Sundaram Mid Cap - Direct Plan - Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Mid Cap - Direct Plan - Growth Option has ₹14504.36 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Sundaram Mid Cap - Direct Plan - Growth Option as of Wed Sep 02 2026 is ₹1656.6169. The fund has an expense ratio of 0.75%, which is medium comparable to most other Equity funds.
Sundaram Mid Cap - Direct Plan - Growth Option returns for the last 1 year are 9.92%. Since launch, it has delivered 17.97% average annual returns.
The Sundaram Mid Cap - Direct Plan - Growth Option has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Basic Materials, Technology, Consumer Defensive sectors.
Top 5 Holdings of Sundaram Mid Cap - Direct Plan - Growth Option.
- Mahindra & Mahindra Financial Services Ltd: 3.11%
- Cummins India Ltd: 2.75%
- Kalyan Jewellers India Ltd: 2.72%
- The Federal Bank Ltd: 2.71%
- Coromandel International Ltd: 2.48%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Mid Cap - Direct Plan - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
