Sundaram Mid Cap Fund

Q: What are the returns of this mutual fund scheme?

The Sundaram Mid Cap Fund is a 23 yrs 5 m old fund and has delivered average annual returns of 23.73% since inception. Sundaram Mid Cap Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 4.39% 23.32% 24.01% 15.47% 23.73%

Q: How much does this mutual fund charge as expense ratio?

The Sundaram Mid Cap Fund has an expense ratio of 1.72% , representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

NAV as of Dec 04, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹1427.6894-0.2% 1 day change	23.73% p.a.	App exclusive #NA View Ranked Funds	₹13,236 Cr

Historical NAV & returns

NAV: ₹1427.6894 as on Dec 04, 2025

This fund Category average

Sundaram Mid Cap Fund overview

AUM (Fund size)	₹13,236 Cr
Exit load	1.0% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.!
Lock-in Period	Nil
Age	23 yrs 5 m since Jun 24, 2002
Benchmark	NIFTY Midcap 150 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹5000
Expense ratio	1.72% as on Nov 30, 2025
Plan type	Regular
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

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Dec 05, 2025

Period	This fund	Category average
1 Month	-0.59%	0.22%
3 Months	4.07%	2.0%
6 Months	6.8%	3.34%
1 Year	4.39%	0.36%
2 Years	20.13%	15.77%
3 Years	23.32%	19.33%
4 Years	19.66%	16.21%
5 Years	24.01%	21.01%
7 Years	18.26%	18.07%
10 Years	15.47%	14.98%

View returns in detail

Asset allocationas on Oct 31, 2025

Large Cap 11.11%

Mid Cap 68.51%

Small Cap 13.95%

Other Cap 0%

Top holdings

Cummins India Ltd.4.18%

Mahindra & Mahindra Financial Services Ltd.2.84%

Fortis Healthcare Ltd.2.78%

Coromandel International Ltd.2.75%

Top sectors

Financial 15.880000000000003%

Capital Goods 13.24%

Services 11.009999999999998%

Healthcare 10.4%

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 5.668172%

Mutual Fund 0.415237%

Cash/Net Current Assets 0.347726%

Other Holdings

Others 5.67%

Sundaram Liquid Direct-Growth 0.42%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Mid Cap Fund	-0.59%	6.8%	4.39%	23.32%	24.01%	15.47%
Nippon India Growth Mid Cap Fund	-0.62%	5.04%	3.41%	23.51%	26.04%	18.18%
HDFC Mid Cap Fund	1.09%	8.5%	7.6%	24.83%	26.43%	18.48%
Motilal Oswal Midcap Fund	-0.92%	3.88%	-6.16%	24.95%	29.55%	17.92%
Kotak Midcap Fund	-2.05%	5.47%	1.22%	20.32%	23.37%	17.93%
Edelweiss Mid Cap Fund	0.19%	6.28%	3.71%	24.1%	25.95%	18.39%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Mid Cap Fund	15.07	0.93	1.11	1.42
Nippon India Growth Mid Cap Fund	15.5	0.96	1.09	1.62
HDFC Mid Cap Fund	13.85	0.86	1.27	1.8
Motilal Oswal Midcap Fund	17.71	0.92	1.04	1.3
Kotak Midcap Fund	15.08	0.89	0.94	1.18
Edelweiss Mid Cap Fund	15.57	0.95	1.11	1.45

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Sundaram Mid Cap Fund	N.A.	13,236 Cr	23 yrs 5 m	1.72%
Nippon India Growth Mid Cap Fund	N.A.	41,268 Cr	30 yrs 2 m	1.53%
HDFC Mid Cap Fund	N.A.	89,383 Cr	18 yrs 7 m	1.36%
Motilal Oswal Midcap Fund	N.A.	37,501 Cr	11 yrs 10 m	1.54%
Kotak Midcap Fund	N.A.	60,385 Cr	18 yrs 10 m	1.38%
Edelweiss Mid Cap Fund	N.A.	12,647 Cr	18 yrs 1 m	1.67%

View all Mid Cap funds

Key risk & return ratios Compared to other funds in the category

Alpha	1.99 vs. 5.34 Underperformed at beating benchmark
Sharpe	1.11 vs. 6.28 Poor risk-adjusted returns
Beta	0.93 vs. 0.99 Less sensitive to market ups & downs
Standard deviation	15.07 vs. 13.99 More volatile performance

Compare Sundaram Mid Cap Fund in detail with

About this fund

About Sundaram Mid Cap Fund

Sundaram Mid Cap Fund is a Mid Cap mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 23 yrs 5 m, having been launched on 24/06/2002. Sundaram Mid Cap Fund has ₹13,236 Crores worth of assets under management (AUM) as on 31/10/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Mid Cap Fund as of 04/12/2025 is ₹1427.69. The fund has an expense ratio of 1.72%, which is higher than what most other Mid Cap funds charge.

Sundaram Mid Cap Fund returns of last 1-year are 2.60%. Since launch, it has delivered 23.70% average annual returns. The fund has doubled the money invested in it every 3 yrs.
Sundaram Mid Cap Fund scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
The fund has the majority of its money invested in Financial, Capital Goods, Services, Healthcare, Automobile sectors. It has taken less exposure in Financial, Capital Goods sectors compared to other funds in the category.
The fund's top 5 holdings are in Cummins India Ltd., Mahindra & Mahindra Financial Services Ltd., Fortis Healthcare Ltd., Coromandel International Ltd., GE Vernova T&D India Ltd.

...

Fund AUM	13,236 Cr as on Oct 31, 2025
Scheme document	View Scheme Document

Fund managers

Bharath S.

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Ratish Varier

Mr. Varier is a B.Com. & MBA (Finance) Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.

Investment objective

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

Sundaram Mutual Fund details

No. of schemes	31 view all schemes
Total AUM	74,005 Cr as on Sep 30, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Sundaram Infrastructure Advantage Fund	N.A.	968 Cr	1.95%	24.74%
Sundaram Small Cap Fund	N.A.	3,496 Cr	-0.48%	24.51%
Sundaram Services Fund	N.A.	4,674 Cr	8.71%	21.7%
Sundaram Multi Cap Fund	N.A.	2,928 Cr	3.74%	19.36%
Sundaram Financial Services Opportunities Fund	N.A.	1,601 Cr	11.55%	18.36%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Mid Cap Fund?

The current Net Asset Value (NAV) of the Sundaram Mid Cap Fund plan is approximately ₹1427.6894 as of Dec 04, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Mid Cap Fund is a 23 yrs 5 m old fund and has delivered average annual returns of 23.73% since inception.

Sundaram Mid Cap Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
4.39%	23.32%	24.01%	15.47%	23.73%

How much does this mutual fund charge as expense ratio?

The Sundaram Mid Cap Fund has an expense ratio of 1.72%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Sundaram Mid Cap Fund currently has assets under management (AUM) or fund size valued at approximately 13,236 Cr as on Oct 31, 2025.

What are the top stock holdings of Sundaram Mid Cap Fund?

The Sundaram Mid Cap Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Cummins India Ltd.	4.18%
Mahindra & Mahindra Financial Services Ltd.	2.84%
Fortis Healthcare Ltd.	2.78%
Coromandel International Ltd.	2.75%
GE Vernova T&D India Ltd	2.71%
IDFC First Bank Ltd.	2.35%
Indian Bank	2.23%
Hindustan Petroleum Corporation Ltd.	2.21%
Kalyan Jewellers India Ltd.	2.14%
The Federal Bank Ltd.	2.12%

What are the top sectors Sundaram Mid Cap Fund has invested in?

The Sundaram Mid Cap Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	15.880000000000003%
Capital Goods	13.24%
Services	11.009999999999998%
Healthcare	10.4%
Automobile	7.569999999999999%
Consumer Staples	6.08%
Technology	4.82%
Energy	4.68%
Chemicals	4.34%
Construction	3.78%

What is risk level of Sundaram Mid Cap Fund?

This is a Mid Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Sundaram Mid Cap Fund?

Redeeming your investments in the Sundaram Mid Cap Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Mid Cap

#NA

Return Outperformance: This fund has generated highest return amongst Mid Cap funds in the last 10 Years.
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.