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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹11,898 Cr

Lock In Period

N/A

Expense Ratio

1.73

Benchmark

Nifty Midcap 100

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 ₹1416.1933 NAV as of Apr 30,2026 and returns since inception of 91.71%. Minimum investments start at SIP ₹100. The Sundaram Mid Cap Fund Growth AUM is ₹11,898 Cr, with a lock-in of N/A years, expense ratio of 1.73%, and benchmark Nifty Midcap 100. 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 11.67% returns, against a category average of 2.73% and a category best of 16.89%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M11.672.7316.89
6M-1.931.6326.07
1Y11.305.8847.78
3Y24.2316.46142.86

Portfolio Analysis

  • Equity: 95.92%
  • Debt: 4.08%
  • Others
As on: 2026-03-31
View allocation % by

1. The Federal Bank Ltd2.27%
2. IDFC First Bank Ltd1.89%
3. AU Small Finance Bank Ltd1.49%
4. IndusInd Bank Ltd0.98%

1. Lupin Ltd2.10%
2. Gland Pharma Ltd1.26%
3. Alkem Laboratories Ltd1.23%
4. Mankind Pharma Ltd0.93%
5. Zydus Lifesciences Ltd0.22%

1. Coforge Ltd1.72%
2. Persistent Systems Ltd1.64%
3. Fractal Analytics Ltd0.58%
4. Billionbrains Garage Ventures Ltd0.53%

1. Cummins India Ltd4.05%

1. Fortis Health Care Ltd1.81%
2. Dr Lal Path Labs Ltd1.16%
3. Max Healthcare Institute Ltd0.97%

1. GE Vernova T and D India Ltd3.44%

1. Max Financial Services Ltd1.18%
2. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.13%
3. Motilal Oswal Financial Services Ltd0.97%

1. The Phoenix Mills Ltd1.79%
2. Prestige Estates Projects Ltd0.87%
3. Oberoi Realty Ltd0.41%

1. Jubilant Foodworks Ltd1.62%
2. Chalet Hotels Ltd0.71%
3. Devyani international limited0.55%

1. Mahindra & Mahindra Financial Services Ltd2.76%

1. Colgate Palmolive (IndiLtd0.99%
2. Emami Ltd0.93%
3. Procter & Gamble Hygiene and Health Care Ltd0.79%

1. Coromandel International Ltd2.64%

1. Torrent Power Ltd1.14%
2. NHPC Ltd0.84%
3. JSW Energy Ltd0.40%

1. BSE Ltd2.13%

1. Kalyan Jewellers India Ltd2.13%

1. Marico Ltd2.10%

1. Jindal Steel & Power Ltd2.08%

1. Indian Bank2.03%

1. JK Cement Ltd1.42%
2. Dalmia Cement (Bharat) Ltd.0.44%

1. Dixon Technologies (IndiLtd1.37%
2. LG Electronics India Ltd0.44%

1. PB Fintech Ltd1.78%

1. Hindustan Petroleum Corporation Ltd1.77%

1. Delhivery Ltd1.75%

1. TVS Holdings Ltd1.70%

1. Bharat Electronics Ltd1.69%

1. Polycab India Ltd1.62%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)1.38%

1. ZF Commercial Vehicle Control Systems I Ltd1.33%

1. TVS Motor Company Ltd1.32%

1. Sona BLW Precision Forgings Ltd1.27%

1. United Breweries Ltd1.25%

1. Swiggy Ltd0.65%
2. FSN E�Commerce Ventures Ltd(NYKAA)0.56%

1. Tube Investments of India Ltd1.09%

1. Suzlon Energy Ltd1.07%

1. Supreme Industries Ltd1.07%

1. Apollo Tyres Ltd1.05%

1. APL Apollo Tubes Ltd1.03%

About Fund

Sundaram Mid Cap Fund Growth managed by Sundaram Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹11,898 Crore. The fund benchmarks its performance against the Nifty Midcap 100 while maintaining an expense ratio of 1.73. 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
This FundHDFC Mid Cap Fund - Growth585357.92 CR1.37
This FundSundaram Mid Cap Fund Growth511898.19 CR1.73
This FundICICI Prudential MidCap Fund Growth46568.77 CR1.87
This FundHSBC Midcap Fund Growth411341.83 CR1.73
Fund Name1Y3Y
This FundHDFC Mid Cap Fund - Growth10.693488.9601
This FundSundaram Mid Cap Fund Growth11.304191.712
This FundICICI Prudential MidCap Fund Growth24.3281101.4126
This FundHSBC Midcap Fund Growth21.5972104.5605

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 : 11.67%
  • 6 Months : -1.93%
  • 1 Year : 11.30%
  • 3 Years : 24.23%
Returns of Sundaram Mid Cap Fund Growth are updated daily based on NAV of ₹ 1416.1933 as on Apr 30,2026. Since inception, the return has been 91.71%.

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 ₹11,898 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