Sundaram Mid Cap - Direct Plan - Growth Option
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹14,504.36 Cr
Expense Ratio
0.75%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
1 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.72% | -- |
| 3 Months | +6.09% | -- |
| 6 Months | +9.32% | -- |
| 1 Year | +7.86% | +7.86% |
| 2 Years | -- | +4.49% |
| 3 Years | +64.08% | +17.95% |
| 5 Years | +120.21% | +17.1% |
| Since Launch | +850% | +17.88% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | 451.33 | 3.11 |
| Cummins India | 398.48 | 2.75 |
| Cash And Other Net Current Assets | 395.98 | 2.73 |
| Kalyan Jewellers India | 395.18 | 2.72 |
| Federal Bank | 393.38 | 2.71 |
| Coromandel International | 359.81 | 2.48 |
| BSE | 344.63 | 2.38 |
| IDFC First Bank | 324.15 | 2.23 |
| GE Vernova T&D India | 302.64 | 2.09 |
| Coforge | 293.44 | 2.02 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.82
Sharpe Ratio
17.18%
Std. Deviation
6.51%
Tracking Error
-1.20%
Alpha
0.89
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India Mid Cap Fund Direct Plan Growth Option | +10.88% | +23.46% | +20.23% |
| HSBC Midcap Fund Direct Plan Growth | +21.55% | +24.29% | +19.43% |
| Sundaram Mid Cap - Direct Plan - Growth Option | +7.86% | +17.95% | +17.1% |
| Franklin India Mid Cap Fund Direct Growth | +3.06% | +15.26% | +13.99% |
| UTI Mid Cap Fund-Growth Option- Direct | +4.99% | +11.74% | +12.31% |
Results are calculated on CAGR basis
About Fund
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
The Sundaram Mid Cap - Direct Plan - Growth Option has an AUM of 14504.36 crores & has delivered CAGR of 17.10 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.75%. The minimum investment in Sundaram Mid Cap - Direct Plan - Growth Option is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Financial Services Ltd, Cummins India, Cash And Other Net Current Assets, Kalyan Jewellers India.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Investment Services, Software & Programming.
Some of the similar funds are Invesco India Mid Cap Fund Direct Plan Growth Option, HSBC Midcap Fund Direct Plan Growth, Sundaram Mid Cap - Direct Plan - Growth Option, Franklin India Mid Cap Fund Direct Growth, UTI Mid Cap Fund-Growth Option- Direct. Sundaram Mid Cap - Direct Plan - Growth Option has a sharpe ratio of 0.82 & a standard deviation of 17.18%.
FAQs
According to the morning star rating Sundaram Mid Cap - Direct Plan - Growth Option has a Medium risk & Exceptional return.
Sundaram Mid Cap - Direct Plan - Growth Option is managed by S. Bharath,Shalav Saket.
The expense ratio of Sundaram Mid Cap - Direct Plan - Growth Option is 0.75%.
The 5 year annualized return on Sundaram Mid Cap - Direct Plan - Growth Option is 17.10% & it has generated 7.86% in the last 1 year.
The minimum investment in Sundaram Mid Cap - Direct Plan - Growth Option is 100 Rs.
Sundaram Mid Cap - Direct Plan - Growth Option has an AUM of 14504.36 crores.
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