Sundaram Mid Cap Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Sundaram Mid Cap Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹13,378 Cr
Lock In Period
N/A
Expense Ratio
2.25
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Benchmark
Nifty Midcap 100
Summary
Sundaram Mid Cap Fund Growth NAV is ₹1431.5632 as of 23 May, 2026. Sundaram Mid Cap Fund Growth has delivered 89.53% returns since its launch. The minimum SIP investment amount in Sundaram Mid Cap Fund Growth is ₹100. The AUM of Sundaram Mid Cap Fund Growth is ₹13,378 Cr. The expense ratio of the fund is 2.25%, and its benchmark is Nifty Midcap 100. The current exit load of the fund is If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the last 1M months, Sundaram Mid Cap Fund Growth has delivered 0.22% returns.
Sundaram Mid Cap Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.22 | -0.11 | 5.25 |
| 6M | 0.17 | 1.89 | 26.07 |
| 1Y | 8.00 | 5.09 | 47.78 |
| 3Y | 23.75 | 14.76 | 142.86 |
Portfolio Analysis
- Equity: 96.77%
- Debt: 3.21%
- Others
As on: 2026-04-30
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About Fund Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth managed by Sundaram Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹13,378 Crore. The fund benchmarks its performance against the Nifty Midcap 100 while maintaining an expense ratio of 2.25. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Mid Cap Fund - Growth | 5 | 94744.72 CR | 0.75 |
| Sundaram Mid Cap Fund Growth | 5 | 13378.01 CR | 2.25 |
| ICICI Prudential MidCap Fund Growth | 4 | 7556.68 CR | 1.77 |
| HSBC Midcap Fund Growth | 4 | 13386.58 CR | 3.59 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Mid Cap Fund - Growth | 6.716 | 86.3779 |
| This FundSundaram Mid Cap Fund Growth | 8.0033 | 89.5311 |
| This FundICICI Prudential MidCap Fund Growth | 19.4314 | 104.6411 |
| This FundHSBC Midcap Fund Growth | 19.1324 | 106.9727 |
Sundaram Mid Cap Fund Growth FAQs
Sundaram Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Mid Cap Fund Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Mid Cap Fund Growth’s fund performance is as follows:
- 1 Month : 0.22%
- 6 Months : 0.17%
- 1 Year : 8.00%
- 3 Years : 23.75%
You can invest in Sundaram Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Mid Cap Fund Growth is ₹13,378 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
