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Fund Overview of Sundaram Mid Cap Fund Direct-growth
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₹13,686.7 CrAUM
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₹1,610.17NAV
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0.95%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Mid Cap Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.39% | NA | 4.37% |
| 6 Months | 4.33% | NA | 15.67% |
| 1 Year | 8.65% | 8.65% | -0.50% |
| 2 Years | 17.45% | 8.37% | 23.18% |
| 3 Years | 85.28% | 22.82% | 22.72% |
| 5 Years | 145.75% | 19.70% | 26.92% |
| 7 Years | 243.24% | 19.27% | NA |
| 10 Years | 347.22% | 16.16% | 16.72% |
Compare Sundaram Mid Cap Fund Direct-growth with other mutual funds in the same category
Sundaram Mid Cap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
96.77%debt instruments
0.41%other assets or cash equivalents
2.82%Sundaram Mid Cap Fund Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. the fund aims Long term capital growth. Investment in diversified stocks that are generally termed as mid-caps. It manages assets worth ₹13,686.7 crore as on Sun May 31, 2026. The expense ratio stands at 0.95%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Mid Cap Fund Direct-growth
The portfolio allocation consists of 96.77% in equities, 0.41% in debt instruments, 2.82% in other assets or cash equivalents.Managed by Ratish Varier, it has delivered a return of 8.65% in the last year, a total return since inception of 18.09%.
Identifying an appropriate best sip plans plays a vital role for systematic investing.
Key Metrics of Sundaram Mid Cap Fund Direct-growth
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Standard Deviation17.49%
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Sharpe Ratio0.99%
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Alpha3.02%
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Beta0.94%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Mid Cap Fund Regular-growth
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₹13,687 | 3.03% | 11.16% | 3.89% | 7.74% | 21.80% |
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Sundaram Mid Cap Fund Regular-idcw
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₹13,687 | 3.03% | 11.16% | 3.89% | 7.74% | 21.80% |
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Sundaram Mid Cap Fund Direct-idcw
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₹13,687 | 3.11% | 11.39% | 4.33% | 8.65% | 22.82% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Ge T&d India Ltd | Industrials | 3.39% | ₹463.37 Cr |
| Cummins India Ltd | Industrials | 3.22% | ₹441.08 Cr |
| Bse Ltd | Financial | 2.86% | ₹391.87 Cr |
| Repo | Unspecified | 2.57% | ₹351.22 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 2.55% | ₹349.15 Cr |
| Max Financial Services Ltd | Financial | 2.21% | ₹302.16 Cr |
| The Federal Bank Ltd | Financial | 2.20% | ₹300.50 Cr |
| Coromandel International Ltd | Materials | 2.10% | ₹287.95 Cr |
| Suzlon Energy Ltd | Industrials | 2.09% | ₹286.67 Cr |
| Idfc First Bank Ltd | Financial | 1.99% | ₹273.00 Cr |
| Marico Ltd | Consumer Staples | 1.98% | ₹271.16 Cr |
| Polycab India Ltd | Industrials | 1.90% | ₹260.63 Cr |
| Jindal Steel & Power Ltd | Materials | 1.87% | ₹255.85 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.83% | ₹250.96 Cr |
| Pb Fintech Ltd | Financial | 1.82% | ₹249.36 Cr |
| Coforge Ltd | Technology | 1.82% | ₹248.82 Cr |
| Phoenix Mills Ltd | Real Estate | 1.81% | ₹247.97 Cr |
| Lupin Ltd | Healthcare | 1.79% | ₹244.93 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 1.75% | ₹239.16 Cr |
| Iifl Wealth Management Ltd | Financial | 1.65% | ₹226.42 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Mid Cap Fund Direct-growth
What is the current AUM of Sundaram Mid Cap Fund Direct-growth?
As of Sun May 31, 2026, Sundaram Mid Cap Fund Direct-growth manages assets worth ₹13,686.7 crore
How has Sundaram Mid Cap Fund Direct-growth performed recently?
- 3 Months: 11.39%
- 6 Months: 4.33%
What is the long-term performance of Sundaram Mid Cap Fund Direct-growth?
- 3 Years CAGR: 22.82%
- 5 Years CAGR: 19.70%
- Since Inception: 18.09%
What is the portfolio composition of Sundaram Mid Cap Fund Direct-growth?
Equity: 96.77%, Debt: 0.41%, Others: 2.82%.
Who manages Sundaram Mid Cap Fund Direct-growth?
Sundaram Mid Cap Fund Direct-growth is managed by Ratish Varier from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Mid Cap Fund Direct-growth?
Large Cap: 9.86%, Mid Cap: 74.61%, Small Cap: 15.53%.
Which are the top companies Sundaram Mid Cap Fund Direct-growth has invested in?
- GE T&D India Ltd – 3.39% of the fund's portfolio
- Cummins India Ltd – 3.22% of the fund's portfolio
- BSE Ltd – 2.86% of the fund's portfolio
- Repo – 2.57% of the fund's portfolio
- Mahindra & Mahindra Financial Services Ltd – 2.55% of the fund's portfolio
Which are the major sectors Sundaram Mid Cap Fund Direct-growth focuses on?
- Financial – 15.29% of the fund's portfolio
- Industrials – 10.61% of the fund's portfolio
- Materials – 3.97% of the fund's portfolio
- Healthcare – 3.62% of the fund's portfolio
- Unspecified – 2.57% of the fund's portfolio
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