Sundaram Mid Cap Fund
- NAV as on 24 Sep 2026
- ₹1,452.79-2.23%1 day
- Return since launch
- 23.1%
- 52-week range
- ₹1,263.76 — ₹1,534.16
- AUM
- ₹14,863 Cr
Sundaram Mid Cap Fund is a Mid Cap equity fund from Sundaram Mutual Fund with ₹14,863 Cr under management, launched in 2002. Over three years it has returned 9.3% a year, against 15.7% for its category. The expense ratio is 1.85% 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 +5.2% against +5.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.3% | −3.1 pts | 6.4% | 6.0% |
| 2Y | 5.7% | −1.5 pts | 7.2% | 6.3% |
| 3Y | 9.3% | −6.4 pts | 15.7% | 8.5% |
| 5Y | 16.2% | +2.0 pts | 14.1% | 14.1% |
| 7Y | 18.9% | +0.5 pts | 18.5% | 17.4% |
| 10Y | 16.1% | +1.0 pts | 15.1% | 15.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -5.2% | −1.5 pts | -3.7% | -4.0% |
| 3M | -0.9% | −1.5 pts | 0.6% | -0.0% |
| 6M | 9.7% | −3.6 pts | 13.3% | 11.8% |
| 1Y | 5.2% | −1.2 pts | 6.4% | 5.2% |
| 2Y | 0.7% | −0.2 pts | 0.9% | 0.4% |
| 3Y | 16.8% | +1.0 pts | 15.7% | 14.5% |
| 5Y | 15.5% | +1.4 pts | 14.1% | 13.3% |
| 7Y | 18.5% | −1.2 pts | 19.7% | 18.2% |
| 10Y | 13.5% | −1.6 pts | 15.1% | 13.9% |
Since launch (24 Jun 2002): 23.1%
Calendar-year returns
Category averageShow 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 22 Sep 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.
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 | 2.54 | 5.13 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.95 | 0.99 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.80 | 0.91 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.95 | 1.17 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 17.17 | 18.53 | 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 31 Aug 2026
Asset allocation
- Equity96.7%
- Debt1.0%
- Other2.3%
Market cap split
- Large14.4%
- Mid69.4%
- Small16.2%
- P/E
- 37.80
- P/B
- 4.50
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd. | Financial | 2.94% | ₹436 Cr | +2.55% | +3.25% | +2.42% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 2.61% | ₹388 Cr | +1.75% | +2.09% | +2.17% |
| Cummins India Ltd. | Capital Goods | 2.48% | ₹369 Cr | +3.22% | +4.03% | +3.95% |
| The Federal Bank Ltd. | Financial | 2.47% | ₹367 Cr | +2.20% | +2.36% | +1.89% |
| Coforge Ltd. | Technology | 2.24% | ₹334 Cr | +1.82% | +1.64% | +1.92% |
| Coromandel International Ltd. | Chemicals | 2.22% | ₹331 Cr | +2.10% | +2.69% | +3.16% |
| Others | Others | 2.22% | ₹330 Cr | +0.73% | +1.48% | +3.64% |
| IDFC First Bank Ltd. | Financial | 2.21% | ₹329 Cr | +1.99% | +2.13% | +1.94% |
| GE Vernova T&D India Ltd | Capital Goods | 2.09% | ₹311 Cr | +3.39% | +3.38% | +2.62% |
| Max Financial Services Ltd. | Financial | 1.91% | ₹284 Cr | +2.21% | +1.07% | +1.00% |
| Indusind Bank Ltd. | Financial | 1.88% | ₹280 Cr | +1.04% | +1.10% | — |
| BSE Ltd. | Services | 1.88% | ₹279 Cr | +2.86% | +1.93% | +1.66% |
| Suzlon Energy Ltd. | Capital Goods | 1.85% | ₹274 Cr | +2.09% | +1.04% | +1.03% |
| Sona BLW Precision Forgings Ltd. | Automobile | 1.84% | ₹274 Cr | +1.38% | +1.26% | +0.86% |
| Ashok Leyland Ltd. | Automobile | 1.83% | ₹272 Cr | — | — | — |
| Marico Ltd. | Consumer Staples | 1.82% | ₹271 Cr | +1.98% | +2.02% | +2.03% |
| AU Small Finance Bank Ltd. | Financial | 1.82% | ₹270 Cr | +1.55% | +1.50% | +1.14% |
| The Phoenix Mills Ltd. | Construction | 1.79% | ₹266 Cr | +1.81% | +1.77% | +1.80% |
| Thermax Ltd. | Capital Goods | 1.77% | ₹264 Cr | +1.61% | — | — |
| Lupin Ltd. | Healthcare | 1.76% | ₹261 Cr | +1.79% | +1.83% | +2.38% |
| Polycab India Ltd. | Capital Goods | 1.75% | ₹260 Cr | +1.90% | +1.83% | +1.49% |
| Jindal Steel Ltd. | Metals & Mining | 1.70% | ₹253 Cr | +1.87% | +2.09% | +1.80% |
| PB Fintech Ltd. | Services | 1.66% | ₹247 Cr | +1.82% | +1.66% | +1.71% |
| Fortis Healthcare Ltd. | Healthcare | 1.65% | ₹245 Cr | +1.83% | +1.93% | +2.83% |
| Gland Pharma Ltd. | Healthcare | 1.63% | ₹242 Cr | +1.45% | +1.20% | +0.34% |
| FSN E-Commerce Ventures Ltd. | Services | 1.59% | ₹237 Cr | +1.26% | +0.35% | +0.87% |
| 360 One Wam Ltd. | Financial | 1.58% | ₹235 Cr | +1.65% | +1.18% | +0.93% |
| TVS Motor Company Ltd. | Automobile | 1.58% | ₹235 Cr | +1.14% | +1.36% | +1.22% |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.53% | ₹227 Cr | +1.23% | +1.12% | +1.37% |
| Jubilant FoodWorks Ltd. | Services | 1.52% | ₹225 Cr | +1.38% | +0.09% | +1.98% |
| One97 Communications Ltd. | Services | 1.47% | ₹218 Cr | +0.91% | — | — |
| Delhivery Ltd. | Services | 1.46% | ₹217 Cr | +1.57% | +1.64% | +1.80% |
| Tube Investments Of India Ltd. | Automobile | 1.43% | ₹213 Cr | +1.50% | +1.07% | — |
| Tata Capital Ltd. | Financial | 1.40% | ₹209 Cr | — | — | — |
| L&T Technology Services Ltd. | Technology | 1.31% | ₹195 Cr | +0.92% | +0.97% | +1.07% |
| LG Electronics India Ltd. | Consumer Discretionary | 1.30% | ₹193 Cr | +0.91% | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.30% | ₹193 Cr | +1.09% | +1.50% | +0.77% |
| TVS Holdings Ltd. | Automobile | 1.29% | ₹192 Cr | +1.43% | +1.71% | +1.42% |
| Motilal Oswal Financial Services Ltd. | Financial | 1.28% | ₹190 Cr | +1.17% | +1.00% | +1.00% |
| Bharat Electronics Ltd. | Capital Goods | 1.25% | ₹186 Cr | +1.51% | +1.69% | +1.49% |
| Alkem Laboratories Ltd. | Healthcare | 1.17% | ₹173 Cr | +1.11% | +1.17% | +1.17% |
| Indian Bank | Financial | 1.16% | ₹173 Cr | +1.22% | +2.14% | +2.05% |
| Hindustan Petroleum Corporation Ltd. | Energy | 1.16% | ₹172 Cr | +1.38% | +2.08% | +1.85% |
| JK Cement Ltd. | Materials | 1.15% | ₹171 Cr | +1.26% | +1.42% | +2.07% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 1.08% | ₹160 Cr | +1.16% | +0.87% | +0.82% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 1.07% | ₹160 Cr | +1.24% | +1.48% | +1.45% |
| Prestige Estates Projects Ltd. | Construction | 1.01% | ₹150 Cr | +0.92% | +0.97% | +0.96% |
| Schaeffler India Ltd. | Capital Goods | 1.00% | ₹149 Cr | +0.76% | +0.83% | +0.80% |
| Torrent Power Ltd. | Energy | 0.98% | ₹146 Cr | +1.22% | +1.23% | +1.01% |
| Persistent Systems Ltd. | Technology | 0.98% | ₹145 Cr | +1.37% | +1.43% | +2.06% |
| Mankind Pharma Ltd. | Healthcare | 0.98% | ₹145 Cr | +1.04% | +0.88% | +1.02% |
| JSW Energy Ltd. | Capital Goods | 0.95% | ₹141 Cr | +1.18% | — | — |
| Swiggy Ltd. | Services | 0.94% | ₹139 Cr | +0.66% | +0.55% | — |
| APL Apollo Tubes Ltd. | Metals & Mining | 0.90% | ₹133 Cr | +0.80% | +1.07% | +0.81% |
| National Aluminium Company Ltd. | Metals & Mining | 0.87% | ₹130 Cr | +0.75% | — | — |
| Kirloskar Oil Engines Ltd. | Capital Goods | 0.86% | ₹128 Cr | +0.70% | — | — |
| Nippon Life India Asset Management Ltd. | Financial | 0.83% | ₹123 Cr | +0.85% | — | — |
| UNO Minda Ltd. | Automobile | 0.82% | ₹122 Cr | +0.78% | +0.92% | +1.08% |
| Devyani International Ltd. | Services | 0.79% | ₹118 Cr | +0.58% | +0.67% | +1.05% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.77% | ₹115 Cr | +0.81% | +0.39% | — |
| Radico Khaitan Ltd. | Consumer Staples | 0.75% | ₹111 Cr | +0.59% | — | — |
| Deepak Nitrite Ltd. | Chemicals | 0.74% | ₹110 Cr | +0.84% | +0.82% | +0.96% |
| Info Edge (India) Ltd. | Services | 0.74% | ₹110 Cr | +0.61% | +0.65% | — |
| Emami Ltd. | Consumer Staples | 0.69% | ₹103 Cr | +0.82% | +0.97% | +0.74% |
| Grindwell Norton Ltd. | Metals & Mining | 0.68% | ₹101 Cr | +0.69% | +0.64% | +0.52% |
| Sundaram Money Market Fund Direct - Growth | Unclassified | 0.68% | ₹101 Cr | — | — | — |
| Chalet Hotels Ltd. | Services | 0.67% | ₹100 Cr | +0.64% | +0.84% | +1.51% |
| Indegene Ltd. | Healthcare | 0.64% | ₹95.85 Cr | +0.60% | +0.59% | +0.47% |
| Bharti Hexacom Ltd. | Communication | 0.61% | ₹90.22 Cr | +0.64% | +0.71% | +0.83% |
| Fractal Analytics Ltd. | Technology | 0.54% | ₹80.95 Cr | +0.70% | +0.53% | — |
| company:2025 | Metals & Mining | 0.46% | ₹68.04 Cr | — | — | — |
| JSW Infrastructure Ltd. | Services | 0.41% | ₹61.17 Cr | +0.17% | — | — |
| company:20750 | Healthcare | 0.41% | ₹61.02 Cr | — | — | — |
| PI Industries Ltd. | Chemicals | 0.41% | ₹60.49 Cr | +0.52% | +0.60% | +0.75% |
| Sundaram Liquid Direct-Growth | Unclassified | 0.39% | ₹58.00 Cr | +0.42% | +0.42% | +0.44% |
| Berger Paints India Ltd. | Materials | 0.38% | ₹55.91 Cr | +0.41% | +0.39% | — |
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.01% | ₹1.86 Cr | +0.01% | +0.01% | +0.01% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 2.73% | 0.78% | -1.95% |
| Max Healthcare Institute Ltd. | 0.91% | 0.00% | -0.91% |
| Ashok Leyland Ltd. | 1.17% | 1.83% | +0.66% |
| Tata Capital Ltd. | 0.89% | 1.40% | +0.51% |
| BSE Ltd. | 2.38% | 1.88% | -0.50% |
| Colgate-Palmolive (India) Ltd. | 0.46% | 0.00% | -0.46% |
| company:2025 | 0.00% | 0.46% | +0.46% |
| LG Electronics India Ltd. | 0.87% | 1.30% | +0.43% |
| One97 Communications Ltd. | 1.05% | 1.47% | +0.42% |
| company:20750 | 0.00% | 0.41% | +0.41% |
| Schaeffler India Ltd. | 0.70% | 1.00% | +0.30% |
| Cummins India Ltd. | 2.75% | 2.48% | -0.27% |
| National Aluminium Company Ltd. | 0.62% | 0.87% | +0.26% |
| Coromandel International Ltd. | 2.48% | 2.22% | -0.26% |
| The Federal Bank Ltd. | 2.71% | 2.47% | -0.24% |
| Coforge Ltd. | 2.02% | 2.24% | +0.22% |
| Motilal Oswal Financial Services Ltd. | 1.07% | 1.28% | +0.21% |
| PB Fintech Ltd. | 1.45% | 1.66% | +0.21% |
| Thermax Ltd. | 1.58% | 1.77% | +0.20% |
| Torrent Power Ltd. | 1.17% | 0.98% | -0.19% |
| TVS Holdings Ltd. | 1.47% | 1.29% | -0.18% |
| Mahindra & Mahindra Financial Services Ltd. | 3.11% | 2.94% | -0.18% |
| AU Small Finance Bank Ltd. | 1.65% | 1.82% | +0.17% |
| Marico Ltd. | 1.98% | 1.82% | -0.16% |
| Gland Pharma Ltd. | 1.48% | 1.63% | +0.15% |
| Lupin Ltd. | 1.90% | 1.76% | -0.15% |
| APL Apollo Tubes Ltd. | 0.75% | 0.90% | +0.14% |
| Devyani International Ltd. | 0.65% | 0.79% | +0.14% |
| Jubilant FoodWorks Ltd. | 1.39% | 1.52% | +0.13% |
| Alkem Laboratories Ltd. | 1.29% | 1.17% | -0.12% |
| Delhivery Ltd. | 1.58% | 1.46% | -0.12% |
| Kalyan Jewellers India Ltd. | 2.72% | 2.61% | -0.12% |
| Fortis Healthcare Ltd. | 1.76% | 1.65% | -0.11% |
| Hindustan Petroleum Corporation Ltd. | 1.26% | 1.16% | -0.11% |
| Kirloskar Oil Engines Ltd. | 0.75% | 0.86% | +0.11% |
| JK Cement Ltd. | 1.25% | 1.15% | -0.10% |
| L&T Technology Services Ltd. | 1.22% | 1.31% | +0.09% |
| Jindal Steel Ltd. | 1.61% | 1.70% | +0.09% |
| Indegene Ltd. | 0.56% | 0.64% | +0.09% |
| Persistent Systems Ltd. | 1.07% | 0.98% | -0.09% |
| JSW Energy Ltd. | 1.04% | 0.95% | -0.09% |
| Emami Ltd. | 0.77% | 0.69% | -0.08% |
| PI Industries Ltd. | 0.48% | 0.41% | -0.08% |
| Indusind Bank Ltd. | 1.81% | 1.88% | +0.07% |
| Suzlon Energy Ltd. | 1.91% | 1.85% | -0.07% |
| Chalet Hotels Ltd. | 0.62% | 0.67% | +0.05% |
| Indian Bank | 1.11% | 1.16% | +0.05% |
| Amber Enterprises India Ltd. | 1.03% | 1.08% | +0.05% |
| Grindwell Norton Ltd. | 0.73% | 0.68% | -0.05% |
| Mankind Pharma Ltd. | 1.02% | 0.98% | -0.05% |
| Max Financial Services Ltd. | 1.87% | 1.91% | +0.04% |
| UNO Minda Ltd. | 0.78% | 0.82% | +0.04% |
| Bharti Hexacom Ltd. | 0.65% | 0.61% | -0.04% |
| Dixon Technologies (India) Ltd. | 1.26% | 1.30% | +0.04% |
| The Phoenix Mills Ltd. | 1.83% | 1.79% | -0.04% |
| Deepak Nitrite Ltd. | 0.78% | 0.74% | -0.04% |
| FSN E-Commerce Ventures Ltd. | 1.56% | 1.59% | +0.04% |
| Info Edge (India) Ltd. | 0.71% | 0.74% | +0.03% |
| Sona BLW Precision Forgings Ltd. | 1.81% | 1.84% | +0.03% |
| Billionbrains Garage Ventures Ltd. | 0.80% | 0.77% | -0.03% |
| TVS Motor Company Ltd. | 1.61% | 1.58% | -0.03% |
| Berger Paints India Ltd. | 0.40% | 0.38% | -0.03% |
| ZF Commercial Vehicle Control Systems India Ltd. | 1.05% | 1.07% | +0.02% |
| JSW Infrastructure Ltd. | 0.39% | 0.41% | +0.02% |
| 360 One Wam Ltd. | 1.60% | 1.58% | -0.02% |
| Tube Investments Of India Ltd. | 1.45% | 1.43% | -0.02% |
| Polycab India Ltd. | 1.73% | 1.75% | +0.02% |
| IDFC First Bank Ltd. | 2.23% | 2.21% | -0.02% |
| Prestige Estates Projects Ltd. | 1.02% | 1.01% | -0.01% |
| Dr. Lal Pathlabs Ltd. | 1.54% | 1.53% | -0.01% |
| Fractal Analytics Ltd. | 0.53% | 0.54% | +0.01% |
| Nippon Life India Asset Management Ltd. | 0.84% | 0.83% | -0.01% |
| Sundaram Money Market Fund Direct - Growth | 0.69% | 0.68% | -0.01% |
| Bharat Electronics Ltd. | 1.26% | 1.25% | -0.01% |
| Sundaram Liquid Direct-Growth | 0.40% | 0.39% | -0.01% |
| GE Vernova T&D India Ltd | 2.09% | 2.09% | +0.01% |
| Radico Khaitan Ltd. | 0.74% | 0.75% | +0.01% |
| Swiggy Ltd. | 0.94% | 0.94% | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | 0.01% | 0.01% | 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 | ₹13,775 Cr | 2.01% | 12.6% | 14.3% | 19.1% |
| ₹19,891 Cr | 1.86% | 4.8% | 10.7% | 17.2% | |
| ₹17,188 Cr | 2.21% | 21.7% | 17.0% | 20.7% | |
| ₹15,905 Cr | 1.88% | 13.6% | 15.9% | 20.4% | |
| ₹8,403 Cr | 1.83% | 9.3% | 13.6% | 17.9% | |
| ₹7,485 Cr | 2.25% | 13.5% | 14.5% | — |
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 months9.72% absolute | ₹60,000 | ₹65,832 | 9.72% | |
| 1 year5.23% annualised | ₹1,20,000 | ₹1,23,454 | 2.88% | |
| 3 years16.75% annualised | ₹3,60,000 | ₹4,70,076 | 30.58% | |
| 5 years15.54% annualised | ₹6,00,000 | ₹9,10,572 | 51.76% |
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.