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Sundaram Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹13,687 Cr

Lock In Period

N/A

Expense Ratio

1.7

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

Sundaram Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.660.506.63
6M3.162.0826.07
1Y5.214.6047.78
3Y21.1915.84142.86

Portfolio Analysis

  • Equity: 96.76%
  • Debt: 3.24%
  • Others
As on: 2026-05-31
View allocation % by

1. The Federal Bank Ltd2.20%
2. IDFC First Bank Ltd1.99%
3. AU Small Finance Bank Ltd1.55%
4. IndusInd Bank Ltd1.04%

1. Lupin Ltd1.79%
2. Gland Pharma Ltd1.45%
3. Alkem Laboratories Ltd1.11%
4. Mankind Pharma Ltd1.04%

1. Max Financial Services Ltd2.21%
2. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.65%
3. Motilal Oswal Financial Services Ltd1.17%

1. Coforge Ltd1.82%
2. Persistent Systems Ltd1.37%
3. Billionbrains Garage Ventures Ltd0.81%
4. Fractal Analytics Ltd0.70%

1. Cummins India Ltd3.22%
2. Kirloskar Oil Engines Ltd0.70%

1. Fortis Health Care Ltd1.83%
2. Dr Lal Path Labs Ltd1.23%
3. Max Healthcare Institute Ltd0.85%

1. GE Vernova T and D India Ltd3.39%

1. The Phoenix Mills Ltd1.81%
2. Prestige Estates Projects Ltd0.92%
3. Oberoi Realty Ltd0.37%

1. Torrent Power Ltd1.22%
2. JSW Energy Ltd1.18%
3. NHPC Ltd0.63%

1. BSE Ltd2.86%

1. PB Fintech Ltd1.82%
2. One 97 Communications Ltd0.91%

1. Jubilant Foodworks Ltd1.38%
2. Chalet Hotels Ltd0.64%
3. Devyani international limited0.58%

1. Mahindra & Mahindra Financial Services Ltd2.55%

1. Colgate Palmolive (IndiLtd0.96%
2. Emami Ltd0.82%
3. Procter & Gamble Hygiene and Health Care Ltd0.67%

1. Coromandel International Ltd2.10%

1. Suzlon Energy Ltd2.09%

1. Dixon Technologies (IndiLtd1.09%
2. LG Electronics India Ltd0.91%

1. Marico Ltd1.98%

1. FSN E�Commerce Ventures Ltd(NYKAA)1.26%
2. Swiggy Ltd0.66%

1. Polycab India Ltd1.90%

1. Jindal Steel & Power Ltd1.87%

1. Kalyan Jewellers India Ltd1.75%

1. Thermax Ltd1.61%

1. Delhivery Ltd1.57%

1. Bharat Electronics Ltd1.51%

1. Tube Investments of India Ltd1.50%

1. TVS Holdings Ltd1.43%

1. Sona BLW Precision Forgings Ltd1.38%

1. Hindustan Petroleum Corporation Ltd1.38%

1. JK Cement Ltd1.26%

1. ZF Commercial Vehicle Control Systems I Ltd1.24%

1. Indian Bank1.22%

1. Amber Enterprises India Ltd1.16%

1. TVS Motor Company Ltd1.14%

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 ₹13,687 Crore. The fund benchmarks its performance against the Nifty Midcap 100 while maintaining an expense ratio of 1.7. 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 NameRatingsAUMExpense Ratio
Kotak Midcap Fund - Growth364749.42 CR1.38
HDFC Mid Cap Fund - Growth597350.48 CR1.29
Sundaram Mid Cap Fund Growth513686.66 CR1.7
Invesco India Midcap Fund Growth312396.75 CR1.71
HSBC Midcap Fund Growth414249.22 CR1.72
Fund Name1Y3Y
This FundKotak Midcap Fund - Growth5.081171.1506
This FundHDFC Mid Cap Fund - Growth4.106572.035
This FundSundaram Mid Cap Fund Growth5.205477.9908
This FundInvesco India Midcap Fund Growth7.623695.1585
This FundHSBC Midcap Fund Growth16.4796102.0347

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 1.7. 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 : 1.66%
  • 6 Months : 3.16%
  • 1 Year : 5.21%
  • 3 Years : 21.19%
Returns of Sundaram Mid Cap Fund Growth are updated daily based on NAV of ₹ 1468.1270 as on Jul 01,2026. Since inception, the return has been 77.99%.

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 ₹13,687 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.