Sundaram Mid Cap Fund Direct-Growth
Sundaram Mid Cap Fund Direct-Growth: Mutual Fund Overview
Sundaram Mid Cap Fund Direct-Growth is an Mid Cap mutual fund with over 13.22 years of performance history. The scheme manages an AUM of ₹13235.49 Cr and has a NAV of ₹1387.7577. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 3.48%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 3.48% at 24 Mar 2026 02:58 PM
Fund Details
NAV 1387.7577
Sub-Type Mid Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 13.22
Fund Size(in Crores) 13235.49
Fund Performance
1 Month -11.26%
3 Month -12.16%
6 Month -9.38%
1 Year 3.48%
3 Year 22.4%
5 Year 18.08%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.75%) Market Cap Large Cap 74.32 Mid Cap 3.41 Small Cap 16.02 Top Sectors Financial 87.32 Insurance 4.24 Services 2.19 Top Holding ICICI Bank 17.75 HDFC AMC 0.92 Kotak Mahindra Bank 7.45 JM Financial 1.82 DAM Capital Advisors 3.88 Axis Bank 8.1 LIC Housing Fin. 2.71 General Insurance Corporation of India 2.49 HDFC Bank 16 Bajaj Finance 3.77 State Bank of India 10.07 Life Insurance 1.75 The Karnataka Bank 3.64 Bank of Baroda 1.59 IEX 2.19 Bajaj Holdings & Invest. 2.73 Central Depository Services (India) 1.78 Power Fin. Corp. 5.11
Debt & Others (6.25%) Sector Allocation Net Receivables 6.25 Debt Credit Ratings Debt Category Others 6.25
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -14.78% Ret 1Y 0.64% Ret 3Y 13.54% Ret 5Y 10.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -14.78% Ret 1Y 0.64% Ret 3Y 13.54% Ret 5Y 10.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -14.78% Ret 1Y 0.64% Ret 3Y 13.54% Ret 5Y 10.57%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -16.11% Ret 1Y 1.38% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -16.11% Ret 1Y 1.38% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -16.11% Ret 1Y 1.38% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -14.38% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M -14.38% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M -14.38% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -15.16% Ret 1Y -2.66% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -15.16% Ret 1Y -2.66% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.87%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Ratish Varier
Education Mr. Varier is a B.Com. & MBA (Finance)
Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 18
Date of Incorporation 2013-01-01
Total AUM 76017.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Mid Cap Fund Direct-Growth FAQs
How to invest in Sundaram Mid Cap Fund Direct-Growth?
Investing in Sundaram Mid Cap Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Mid Cap Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Mid Cap Fund Direct-Growth?
The term expense ratio for Sundaram Mid Cap Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Mid Cap Fund Direct-Growth is 0.87% as of 24 Mar 2026.
What is the NAV of Sundaram Mid Cap Fund Direct-Growth?
The NAV of Sundaram Mid Cap Fund Direct-Growth is ₹1387.7577 as of 24 Mar 2026.
What is the AUM of Sundaram Mid Cap Fund Direct-Growth?
The AUM (Assets Under Management) of Sundaram Mid Cap Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Mid Cap Fund Direct-Growth is ₹13235.49 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Mid Cap Fund Direct-Growth?
The PE ratio of Sundaram Mid Cap Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Mid Cap Fund Direct-Growth?
Yes, you can invest in Sundaram Mid Cap Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Mid Cap Fund Direct-Growth in the last 5 years?
The return of Sundaram Mid Cap Fund Direct-Growth in the last 5 years is 18.08%.
What is the minimum SIP investment required in Sundaram Mid Cap Fund Direct-Growth?
The minimum SIP investment in Sundaram Mid Cap Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Mid Cap Fund Direct-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Mid Cap Fund Direct-Growth?
The NAV of Sundaram Mid Cap Fund Direct-Growth, as of 24 Mar 2026, is ₹1387.7577.
Who manages the Sundaram Mid Cap Fund Direct-Growth?
The fund managers responsible for Sundaram Mid Cap Fund Direct-Growth are:
- Shalav Saket
- Bharath S.
- Ratish Varier