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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹13,236 Cr
Lock In Period
N/A
Expense Ratio
1.73
Benchmark
N/A
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.
Summary
Latest details for Sundaram Mid Cap Fund Growth include a ₹1263.7552 NAV as of Mar 23,2026 and returns since inception of 86.04%. Minimum investments start at SIP ₹100. The Sundaram Mid Cap Fund Growth AUM is ₹13,236 Cr, with a lock-in of N/A years, expense ratio of 1.73%, and benchmark N/A. Exit load 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 growth review for 1M Month/Year, the fund recorded -8.18% returns, against a category average of -2.03% and a category best of 3.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.18 | -2.03 | 3.59 |
| 6M | -7.66 | 0.43 | 26.07 |
| 1Y | 7.63 | 3.56 | 47.78 |
| 3Y | 22.99 | 12.07 | 142.86 |
Portfolio Analysis
- Equity: 96.66%
- Debt: 3.34%
- Others
As on: 2026-02-28
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About Fund
Sundaram Mid Cap Fund Growth managed by ,is a Mid-capscheme with Assets Under Management of ₹13,236 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.73. Under the expert guidance of Mr. 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.
Peer Comparison
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 1.73. 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 : -8.18%
- 6 Months : -7.66%
- 1 Year : 7.63%
- 3 Years : 22.99%
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 ₹13,236 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.
Min Inv Amount: ₹500