Sundaram Mid Cap Fund
Mid CapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹1,446.88+0.56%1 day
- Return since launch
- 22.8%
- 52-week range
- ₹1,263.76 — ₹1,534.16
- AUM
- ₹13,854 Cr
Sundaram Mid Cap Fund is a Mid Cap equity fund from Sundaram Mutual Fund with ₹13,854 Cr under management, launched in 2002. Over three years it has returned 7.4% a year, against 14.8% for its category. The expense ratio is 1.87% and the SEBI riskometer reading is Very High.
Performance
Sundaram Mid Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +0.8% against +1.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 1.7% | −1.9 pts | 3.6% | 3.6% |
| 2Y | 5.0% | −1.4 pts | 6.3% | 5.2% |
| 3Y | 7.4% | −7.4 pts | 14.8% | 6.6% |
| 5Y | 14.8% | +2.1 pts | 12.8% | 12.7% |
| 7Y | 17.9% | +0.5 pts | 17.3% | 16.2% |
| 10Y | 15.6% | +0.5 pts | 15.1% | 15.2% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 3.6% | +0.8 pts | 2.8% | 2.5% |
| 3M | -5.7% | −2.3 pts | -3.4% | -4.2% |
| 6M | 0.0% | −2.3 pts | 2.3% | 0.9% |
| 1Y | 0.8% | −2.7 pts | 3.6% | 2.1% |
| 2Y | 3.7% | −0.1 pts | 3.9% | 3.4% |
| 3Y | 15.7% | +0.9 pts | 14.8% | 13.6% |
| 5Y | 14.4% | +1.6 pts | 12.8% | 11.9% |
| 7Y | 18.1% | −1.2 pts | 19.3% | 17.8% |
| 10Y | 13.4% | −1.8 pts | 15.1% | 13.8% |
Since launch (24 Jun 2002): 22.8%
Calendar-year returns
Category average12.3%
37.9%
4.8%
40.4%
31.7%
4.1%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 4.1% | +1.0 pts | 3.1% |
| 2024 | 31.7% | +1.4 pts | 30.3% |
| 2023 | 40.4% | +1.7 pts | 38.7% |
| 2022 | 4.8% | +1.1 pts | 3.8% |
| 2021 | 37.9% | −7.9 pts | 45.8% |
| 2020 | 12.3% | −13.2 pts | 25.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.86%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.45%
- Brokerage
- 0.05%
- Transaction charges
- 0.00%
- Statutory levies
- 0.36%
- Exit load
- For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Midcap 150 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 1.97 | 5.01 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.96 | 1.00 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.58 | 0.72 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.72 | 0.96 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 17.98 | 19.25 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Sundaram Mid Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity95.6%
- Debt1.3%
- Other3.0%
Market cap split
- Large14.1%
- Mid69.3%
- Small16.6%
- P/E
- 35.00
- P/B
- 4.11
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 2.99% | ₹414 Cr | +0.93% | +1.11% | +1.04% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 2.74% | ₹380 Cr | +2.63% | +2.76% | +2.61% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 2.58% | ₹357 Cr | +1.79% | +2.13% | +1.96% |
| Cummins India Ltd. | Capital Goods | 2.39% | ₹332 Cr | +3.03% | +4.05% | +3.97% |
| The Federal Bank Ltd. | Financial | 2.36% | ₹327 Cr | +2.58% | +2.27% | +1.89% |
| IDFC First Bank Ltd. | Financial | 2.25% | ₹312 Cr | +2.17% | +1.89% | +2.09% |
| Thermax Ltd. | Capital Goods | 2.20% | ₹305 Cr | +1.66% | +0.79% | — |
| Coforge Ltd. | Technology | 2.02% | ₹280 Cr | +1.78% | +1.72% | +1.82% |
| Sona BLW Precision Forgings Ltd. | Automobile | 2.02% | ₹280 Cr | +1.38% | +1.27% | +1.00% |
| The Phoenix Mills Ltd. | Construction | 1.96% | ₹271 Cr | +1.94% | +1.79% | +1.85% |
| Coromandel International Ltd. | Chemicals | 1.91% | ₹264 Cr | +2.45% | +2.64% | +3.06% |
| Marico Ltd. | Consumer Staples | 1.87% | ₹259 Cr | +1.97% | +2.10% | +2.03% |
| Jindal Steel Ltd. | Metals & Mining | 1.83% | ₹254 Cr | +1.60% | +2.08% | +2.01% |
| Indusind Bank Ltd. | Financial | 1.83% | ₹253 Cr | +1.02% | +0.98% | — |
| AU Small Finance Bank Ltd. | Financial | 1.82% | ₹252 Cr | +1.60% | +1.49% | +1.19% |
| Max Financial Services Ltd. | Financial | 1.79% | ₹248 Cr | +2.04% | +1.18% | +0.98% |
| BSE Ltd. | Services | 1.76% | ₹244 Cr | +2.60% | +2.13% | +1.61% |
| Ashok Leyland Ltd. | Automobile | 1.75% | ₹243 Cr | +1.05% | — | — |
| Lupin Ltd. | Healthcare | 1.75% | ₹242 Cr | +1.86% | +2.10% | +2.38% |
| GE Vernova T&D India Ltd | Capital Goods | 1.74% | ₹242 Cr | +2.91% | +3.44% | +2.77% |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.69% | ₹233 Cr | +1.26% | +1.16% | +1.27% |
| Gland Pharma Ltd. | Healthcare | 1.66% | ₹231 Cr | +1.53% | +1.26% | +0.44% |
| Suzlon Energy Ltd. | Capital Goods | 1.65% | ₹228 Cr | +2.42% | +1.07% | +1.02% |
| TVS Motor Company Ltd. | Automobile | 1.60% | ₹222 Cr | +1.15% | +1.32% | +1.27% |
| Polycab India Ltd. | Capital Goods | 1.59% | ₹221 Cr | +1.95% | +1.62% | +1.52% |
| FSN E-Commerce Ventures Ltd. | Services | 1.56% | ₹217 Cr | +1.50% | +0.56% | +0.87% |
| One 97 Communications Ltd. | Services | 1.54% | ₹213 Cr | +0.92% | — | — |
| Fortis Healthcare Ltd. | Healthcare | 1.50% | ₹208 Cr | +1.84% | +1.81% | +2.92% |
| Jubilant FoodWorks Ltd. | Services | 1.50% | ₹207 Cr | +1.32% | +1.62% | +1.96% |
| 360 One Wam Ltd. | Financial | 1.49% | ₹206 Cr | +1.57% | +1.13% | +1.02% |
| Motilal Oswal Financial Services Ltd. | Financial | 1.45% | ₹202 Cr | +1.23% | +0.97% | +1.03% |
| Mankind Pharma Ltd. | Healthcare | 1.44% | ₹199 Cr | +1.09% | +0.93% | +1.00% |
| LG Electronics India Ltd. | Consumer Discretionary | 1.42% | ₹196 Cr | +0.94% | +0.44% | — |
| Delhivery Ltd. | Services | 1.41% | ₹195 Cr | +1.60% | +1.75% | +1.69% |
| Tata Capital Ltd. | Financial | 1.35% | ₹187 Cr | +0.74% | — | — |
| Sundaram Liquid Direct-Growth | Unclassified | 1.32% | ₹183 Cr | +1.12% | +2.16% | +1.23% |
| Tube Investments Of India Ltd. | Automobile | 1.31% | ₹182 Cr | +1.65% | +1.09% | — |
| TVS Holdings Ltd. | Automobile | 1.27% | ₹176 Cr | +2.82% | +3.40% | +3.04% |
| L&T Technology Services Ltd. | Technology | 1.26% | ₹174 Cr | +0.82% | +0.96% | +1.09% |
| Swiggy Ltd. | Services | 1.25% | ₹173 Cr | +0.60% | +0.65% | — |
| JK Cement Ltd. | Materials | 1.22% | ₹169 Cr | +1.29% | +1.42% | +1.87% |
| Alkem Laboratories Ltd. | Healthcare | 1.21% | ₹168 Cr | +1.29% | +1.23% | +1.19% |
| Info Edge (India) Ltd. | Services | 1.20% | ₹166 Cr | +0.58% | +0.68% | — |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.19% | ₹165 Cr | +1.32% | +1.77% | +2.16% |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.12% | ₹156 Cr | +1.10% | +1.37% | +0.75% |
| Indian Bank | Financial | 1.12% | ₹155 Cr | +1.12% | +2.03% | +2.15% |
| Torrent Power Ltd. | Energy | 1.08% | ₹150 Cr | +1.21% | +1.14% | +1.00% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.05% | ₹145 Cr | +0.84% | — | — |
| Schaeffler India Ltd. | Capital Goods | 1.04% | ₹144 Cr | +0.75% | +0.81% | +0.86% |
| JSW Energy Ltd. | Capital Goods | 1.02% | ₹141 Cr | +1.13% | +0.40% | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.01% | ₹140 Cr | +1.07% | +0.82% | +0.71% |
| Bharat Electronics Ltd. | Capital Goods | 1.01% | ₹140 Cr | +1.48% | +1.69% | +1.61% |
| Radico Khaitan Ltd. | Consumer Staples | 1.00% | ₹138 Cr | +0.70% | — | — |
| Persistent Systems Ltd. | Technology | 0.99% | ₹137 Cr | +1.08% | +1.64% | +1.83% |
| Prestige Estates Projects Ltd. | Construction | 0.98% | ₹136 Cr | +1.03% | +0.87% | +0.92% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.93% | ₹129 Cr | +1.19% | +1.33% | +1.32% |
| APL Apollo Tubes Ltd. | Metals & Mining | 0.89% | ₹123 Cr | +0.77% | +1.03% | +0.85% |
| National Aluminium Company Ltd. | Metals & Mining | 0.84% | ₹116 Cr | +0.62% | — | — |
| Nippon Life India Asset Management Ltd. | Financial | 0.81% | ₹113 Cr | +0.87% | — | — |
| UNO Minda Ltd. | Automobile | 0.81% | ₹112 Cr | +0.74% | +0.89% | +1.09% |
| Devyani International Ltd. | Services | 0.80% | ₹111 Cr | +0.55% | +0.55% | +0.92% |
| Emami Ltd. | Consumer Staples | 0.80% | ₹111 Cr | +0.81% | +0.93% | +0.69% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.79% | ₹110 Cr | +0.86% | +0.53% | — |
| PB Fintech Ltd. | Services | 0.72% | ₹100 Cr | +1.53% | +1.78% | +1.63% |
| Grindwell Norton Ltd. | Metals & Mining | 0.71% | ₹98.93 Cr | +0.79% | +0.58% | +0.55% |
| Deepak Nitrite Ltd. | Chemicals | 0.70% | ₹96.38 Cr | +0.75% | +0.74% | +1.00% |
| Indegene Ltd. | Healthcare | 0.67% | ₹92.58 Cr | +0.59% | +0.57% | +0.48% |
| Chalet Hotels Ltd. | Services | 0.63% | ₹87.75 Cr | +0.64% | +0.71% | +1.41% |
| Bharti Hexacom Ltd. | Communication | 0.60% | ₹83.15 Cr | +0.62% | +0.74% | +0.77% |
| Kirloskar Ferrous Industries Ltd. | Metals & Mining | 0.58% | ₹80.44 Cr | — | — | — |
| Fractal Analytics Ltd. | Technology | 0.51% | ₹70.32 Cr | +0.60% | +0.58% | — |
| JSW Infrastructure Ltd. | Services | 0.43% | ₹59.81 Cr | +0.40% | — | — |
| PI Industries Ltd. | Chemicals | 0.38% | ₹53.18 Cr | +0.46% | +0.58% | +0.71% |
| Manipal Health Enterprises Ltd. | Healthcare | 0.35% | ₹48.02 Cr | — | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| PB Fintech Ltd. | 1.66% | 0.72% | -0.94% |
| Sundaram Liquid Direct-Growth | 0.39% | 1.32% | +0.93% |
| company:19552 | 0.68% | 0.00% | -0.68% |
| Others | 0.78% | 0.25% | -0.53% |
| Mankind Pharma Ltd. | 0.98% | 1.44% | +0.46% |
| Info Edge (India) Ltd. | 0.74% | 1.20% | +0.46% |
| Thermax Ltd. | 1.77% | 2.20% | +0.43% |
| Berger Paints India Ltd. | 0.38% | 0.00% | -0.38% |
| GE Vernova T&D India Ltd | 2.09% | 1.74% | -0.35% |
| Coromandel International Ltd. | 2.22% | 1.91% | -0.32% |
| Swiggy Ltd. | 0.94% | 1.25% | +0.31% |
| Radico Khaitan Ltd. | 0.75% | 1.00% | +0.25% |
| Bharat Electronics Ltd. | 1.25% | 1.01% | -0.24% |
| Coforge Ltd. | 2.24% | 2.02% | -0.22% |
| Suzlon Energy Ltd. | 1.85% | 1.65% | -0.20% |
| Mahindra & Mahindra Financial Services Ltd. | 2.94% | 2.74% | -0.19% |
| Kirloskar Oil Engines Ltd. | 0.86% | 1.05% | +0.19% |
| Motilal Oswal Financial Services Ltd. | 1.28% | 1.45% | +0.18% |
| Dixon Technologies (India) Ltd. | 1.30% | 1.12% | -0.18% |
| Sona BLW Precision Forgings Ltd. | 1.84% | 2.02% | +0.18% |
| The Phoenix Mills Ltd. | 1.79% | 1.96% | +0.17% |
| Dr. Lal Pathlabs Ltd. | 1.53% | 1.69% | +0.16% |
| Polycab India Ltd. | 1.75% | 1.59% | -0.15% |
| Fortis Healthcare Ltd. | 1.65% | 1.50% | -0.15% |
| ZF Commercial Vehicle Control Systems India Ltd. | 1.07% | 0.93% | -0.14% |
| Jindal Steel Ltd. | 1.70% | 1.83% | +0.13% |
| Kirloskar Ferrous Industries Ltd. | 0.46% | 0.58% | +0.12% |
| Max Financial Services Ltd. | 1.91% | 1.79% | -0.12% |
| Tube Investments Of India Ltd. | 1.43% | 1.31% | -0.12% |
| BSE Ltd. | 1.88% | 1.76% | -0.12% |
| LG Electronics India Ltd. | 1.30% | 1.42% | +0.12% |
| The Federal Bank Ltd. | 2.47% | 2.36% | -0.11% |
| Emami Ltd. | 0.69% | 0.80% | +0.11% |
| Torrent Power Ltd. | 0.98% | 1.08% | +0.10% |
| 360 One Wam Ltd. | 1.58% | 1.49% | -0.09% |
| Cummins India Ltd. | 2.48% | 2.39% | -0.09% |
| Ashok Leyland Ltd. | 1.83% | 1.75% | -0.08% |
| One 97 Communications Ltd. | 1.47% | 1.54% | +0.07% |
| JSW Energy Ltd. | 0.95% | 1.02% | +0.07% |
| JK Cement Ltd. | 1.15% | 1.22% | +0.07% |
| TVS Holdings Ltd. | 1.29% | 1.22% | -0.07% |
| Manipal Health Enterprises Ltd. | 0.41% | 0.35% | -0.06% |
| Amber Enterprises India Ltd. | 1.08% | 1.01% | -0.06% |
| Indusind Bank Ltd. | 1.88% | 1.83% | -0.06% |
| Tata Capital Ltd. | 1.40% | 1.35% | -0.06% |
| Delhivery Ltd. | 1.46% | 1.41% | -0.05% |
| L&T Technology Services Ltd. | 1.31% | 1.26% | -0.05% |
| Marico Ltd. | 1.82% | 1.87% | +0.05% |
| Alkem Laboratories Ltd. | 1.17% | 1.21% | +0.05% |
| Deepak Nitrite Ltd. | 0.74% | 0.70% | -0.05% |
| Indian Bank | 1.16% | 1.12% | -0.04% |
| Schaeffler India Ltd. | 1.00% | 1.04% | +0.04% |
| Chalet Hotels Ltd. | 0.67% | 0.63% | -0.04% |
| Fractal Analytics Ltd. | 0.54% | 0.51% | -0.04% |
| IDFC First Bank Ltd. | 2.21% | 2.25% | +0.04% |
| National Aluminium Company Ltd. | 0.87% | 0.84% | -0.04% |
| Grindwell Norton Ltd. | 0.68% | 0.71% | +0.03% |
| Kalyan Jewellers India Ltd. | 2.61% | 2.58% | -0.03% |
| Gland Pharma Ltd. | 1.63% | 1.66% | +0.03% |
| Hindustan Petroleum Corporation Ltd. | 1.16% | 1.19% | +0.03% |
| FSN E-Commerce Ventures Ltd. | 1.59% | 1.56% | -0.03% |
| Prestige Estates Projects Ltd. | 1.01% | 0.98% | -0.03% |
| Indegene Ltd. | 0.64% | 0.67% | +0.02% |
| TVS Motor Company Ltd. | 1.58% | 1.60% | +0.02% |
| PI Industries Ltd. | 0.41% | 0.38% | -0.02% |
| Billionbrains Garage Ventures Ltd. | 0.77% | 0.79% | +0.02% |
| JSW Infrastructure Ltd. | 0.41% | 0.43% | +0.02% |
| Jubilant FoodWorks Ltd. | 1.52% | 1.50% | -0.02% |
| Nippon Life India Asset Management Ltd. | 0.83% | 0.81% | -0.02% |
| UNO Minda Ltd. | 0.82% | 0.81% | -0.01% |
| company:20133 | 0.01% | 0.00% | -0.01% |
| APL Apollo Tubes Ltd. | 0.90% | 0.89% | -0.01% |
| Persistent Systems Ltd. | 0.98% | 0.99% | +0.01% |
| Lupin Ltd. | 1.76% | 1.75% | -0.01% |
| Bharti Hexacom Ltd. | 0.61% | 0.60% | -0.01% |
| Devyani International Ltd. | 0.79% | 0.80% | +0.01% |
| AU Small Finance Bank Ltd. | 1.82% | 1.82% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹13,591 Cr | 1.99% | 9.0% | 12.0% | 17.5% |
 Edelweiss Mid Cap Fund | ₹19,230 Cr | 1.87% | 3.2% | 8.7% | 15.9% |
 HSBC Midcap Fund | ₹16,800 Cr | 2.15% | 15.2% | 14.1% | 19.0% |
 Invesco India Mid Cap Fund | ₹15,832 Cr | 1.85% | 12.4% | 14.1% | 19.3% |
 WhiteOak Capital Mid Cap Fund | ₹8,400 Cr | 2.25% | 11.2% | 12.7% | — |
 ICICI Prudential Mid Cap Fund | ₹7,695 Cr | 1.83% | 2.9% | 10.3% | 15.9% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Fund managers
- Bharath SMr. Bharath is a B Com (H), MBA and ICWA.Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months0.03% absolute | ₹60,000 | ₹60,018 | 0.03% | |
| 1 year0.84% annualised | ₹1,20,000 | ₹1,20,547 | 0.46% | |
| 3 years15.66% annualised | ₹3,60,000 | ₹4,61,749 | 28.26% | |
| 5 years14.38% annualised | ₹6,00,000 | ₹8,81,335 | 46.89% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Sundaram Mid Cap Fund?
The NAV of Sundaram Mid Cap Fund is ₹1,446.88 as on 9 Nov 2026.
What is the expense ratio of Sundaram Mid Cap Fund?
The expense ratio of Sundaram Mid Cap Fund is 1.87% per year.
What is the minimum SIP amount for Sundaram Mid Cap Fund?
You can start a SIP in Sundaram Mid Cap Fund with ₹3,000 a month.
What returns has Sundaram Mid Cap Fund given?
Sundaram Mid Cap Fund has returned 1.7% over 1 year, 7.4% over 3 years and 14.8% over 5 years (annualised).
Is there a lock-in or exit load on Sundaram Mid Cap Fund?
Lock-in: None. Exit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days..
How risky is Sundaram Mid Cap Fund?
Sundaram Mid Cap Fund is rated Very High on the SEBI riskometer and belongs to the Mid Cap category.
Which fund house manages Sundaram Mid Cap Fund?
Sundaram Mid Cap Fund is managed by Sundaram Mutual Fund, which runs 32 schemes with ₹82,589 Cr under management.