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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹12,917 Cr

Lock In Period

N/A

Expense Ratio

1.74

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 ₹1400.8695 NAV as of Mar 02,2026 and returns since inception of 98.40%. Minimum investments start at SIP ₹100. The Sundaram Mid Cap Fund Growth AUM is ₹12,917 Cr, with a lock-in of N/A years, expense ratio of 1.74%, 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 4.56% returns, against a category average of 0.49% and a category best of 6.48%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.560.496.48
6M3.443.0826.07
1Y22.327.5947.78
3Y25.6518.13142.86

Portfolio Analysis

  • Equity: 96.23%
  • Debt: 3.77%
  • Others
As on: 2026-01-31
View allocation % by

1. IDFC First Bank Ltd2.46%
2. The Federal Bank Ltd2.36%
3. AU Small Finance Bank Ltd1.62%
4. IndusInd Bank Ltd1.05%

1. Lupin Ltd1.75%
2. Gland Pharma Ltd1.25%
3. Alkem Laboratories Ltd1.21%
4. Mankind Pharma Ltd0.85%
5. Zydus Lifesciences Ltd0.21%

1. Coforge Ltd1.98%
2. Persistent Systems Ltd1.77%
3. Billionbrains Garage Ventures Ltd0.77%

1. Fortis Health Care Ltd1.91%
2. Dr Lal Path Labs Ltd1.15%
3. Max Healthcare Institute Ltd1.11%

1. The Phoenix Mills Ltd1.83%
2. Prestige Estates Projects Ltd1.08%
3. Oberoi Realty Ltd0.79%

1. Cummins India Ltd3.56%

1. Mahindra & Mahindra Financial Services Ltd3.35%
2. Shriram Finance Ltd0.08%

1. Jubilant Foodworks Ltd1.71%
2. Chalet Hotels Ltd0.93%
3. Devyani international limited0.62%

1. 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)1.22%
2. Motilal Oswal Financial Services Ltd1.06%
3. Max Financial Services Ltd0.98%

1. Colgate Palmolive (IndiLtd1.11%
2. Emami Ltd1.04%
3. Procter & Gamble Hygiene and Health Care Ltd0.92%

1. GE Vernova T and D India Ltd2.98%

1. Coromandel International Ltd2.83%

1. JK Cement Ltd1.50%
2. Dalmia Cement (Bharat) Ltd.0.63%

1. Jindal Steel & Power Ltd2.09%

1. Hindustan Petroleum Corporation Ltd2.07%

1. BSE Ltd2.05%

1. Indian Bank2.02%

1. Torrent Power Ltd1.11%
2. NHPC Ltd0.82%

1. Marico Ltd1.93%

1. PB Fintech Ltd1.90%

1. Kalyan Jewellers India Ltd1.89%

1. Bharat Electronics Ltd1.75%

1. TVS Holdings Ltd1.75%

1. Delhivery Ltd1.64%

1. Polycab India Ltd1.53%

1. Dixon Technologies (IndiLtd1.53%

1. ZF Commercial Vehicle Control Systems I Ltd1.50%

1. Indus Towers Ltd (Prev Bharti Infratel Ltd)1.35%

1. TVS Motor Company Ltd1.33%

1. Sona BLW Precision Forgings Ltd1.20%

1. Suzlon Energy Ltd1.19%

1. Apollo Tyres Ltd1.18%

1. United Breweries Ltd1.16%

1. CRISIL Ltd0.57%
2. Indegene Limited0.53%

1. LIC Housing Finance Ltd1.08%

1. L&T Technology Services Ltd1.03%

About Fund

Sundaram Mid Cap Fund Growth managed by Sundaram Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹12,917 Crore. The fund benchmarks its performance against the Nifty Midcap 100 while maintaining an expense ratio of 1.74. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHSBC Midcap Fund Growth412175.46 CR1.72
This FundSundaram Mid Cap Fund Growth412917.24 CR1.74
This FundNippon India Growth Mid Cap Fund Growth441727.36 CR1.54
This FundInvesco India Midcap Fund Growth510058.39 CR1.72
Fund Name1Y3Y
This FundHSBC Midcap Fund Growth25.893797.8622
This FundSundaram Mid Cap Fund Growth22.318498.3962
This FundNippon India Growth Mid Cap Fund Growth23.13105.9493
This FundInvesco India Midcap Fund Growth23.2014106.9887

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 1.74. 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 : 4.56%
  • 6 Months : 3.44%
  • 1 Year : 22.32%
  • 3 Years : 25.65%
Returns of Sundaram Mid Cap Fund Growth are updated daily based on NAV of ₹ 1400.8695 as on Mar 02,2026. Since inception, the return has been 98.40%.

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 ₹12,917 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