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Sundaram Mid Cap Fund Direct-Growth
| NAV as of Oct 20, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹1559.2457+0.77% 1 day change | 18.75% | App exclusive   | ₹12,585 Cr |
Historical NAV & returns
NAV: ₹1559.2457 as on Oct 20, 2025
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Sundaram Mid Cap Fund overview
| Expense ratio | 0.92% as on Sep 30, 2025 |
| Exit load | 1.0% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.! |
| AUM (Fund size) | ₹12,585 Cr |
| Lock-in Period | Nil |
| Age | 12 yrs 9 m since Jan 01, 2013 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Sundaram Mid Cap Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Oct 25, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 3.28% | 2.13% |
| 3 Months | 4.01% | 2.53% |
| 6 Months | 13.44% | 12.82% |
| 1 Year | 7.5% | 6.3% |
| 2 Years | 28.0% | 25.02% |
| 3 Years | 25.08% | 22.96% |
| 4 Years | 20.29% | 18.08% |
| 5 Years | 28.17% | 27.34% |
| 7 Years | 20.15% | 21.81% |
| 10 Years | 16.18% | 17.42% |
Asset allocationas on Sep 30, 2025
Large Cap 12.96%
Mid Cap 68.05%
Small Cap 15.66%
Other Cap 0%
Top holdings
Top sectors
Financial 15.339999999999998%
Capital Goods 12.989999999999998%
Healthcare 11.709999999999999%
Services 10.61%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Instruments
Repo 2.356397%
Mutual Fund 1.229557%
Other Holdings
Others 2.36%
Sundaram Liquid Direct-Growth 1.23%
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Sundaram Mutual Fund
Frequently asked questions
ET Money rank
App exclusive
#NA
- Return Outperformance: This fund has generated highest return amongst Mid Cap funds in the last 10 Years.
- Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
- Return/Risk: The fund is performing poorly than its category.
- Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.