Sundaram Mid Cap Fund Direct Growth

Fund Overview

Fund Size

₹14,863 Cr

Expense Ratio

0.75%

ISIN

INF903J01MJ3

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

01 Jan 2013

About this fund

Sundaram Mid Cap Fund Direct Growth is a Mid-Cap mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 13 years, 8 months and 17 days, having been launched on 01-Jan-13.
As of 17-Sep-26, it has a Net Asset Value (NAV) of ₹1615.02, Assets Under Management (AUM) of 14863.43 Crores, and an expense ratio of 0.75%.

Sundaram Mid Cap Fund Direct Growth has given a CAGR return of 17.70% since inception.
The fund's asset allocation comprises around 96.70% in equities, 0.10% in debts, and 3.19% in cash & cash equivalents.
You can start investing in Sundaram Mid Cap Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+4.39%

+4.00% (Cat Avg.)

3 Years

+17.61%

+15.03% (Cat Avg.)

5 Years

+16.44%

+14.12% (Cat Avg.)

10 Years

+14.63%

+15.24% (Cat Avg.)

Since Inception

+17.70%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹14,372.23 Cr	96.70%
Debt	₹14.22 Cr	0.10%
Others	₹475.12 Cr	3.20%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Mahindra & Mahindra Financial Services Ltd	Equity	₹436.41 Cr	2.94%
Kalyan Jewellers India Ltd	Equity	₹387.7 Cr	2.61%
Cummins India Ltd	Equity	₹368.58 Cr	2.48%
The Federal Bank Ltd	Equity	₹367.4 Cr	2.47%
Coforge Ltd	Equity	₹333.53 Cr	2.24%
Coromandel International Ltd	Equity	₹330.7 Cr	2.22%
IDFC First Bank Ltd	Equity	₹329.08 Cr	2.21%
GE Vernova T&D India Ltd	Equity	₹311.16 Cr	2.09%
Max Financial Services Ltd	Equity	₹283.94 Cr	1.91%
IndusInd Bank Ltd	Equity	₹280.07 Cr	1.88%
BSE Ltd	Equity	₹278.97 Cr	1.88%
Suzlon Energy Ltd	Equity	₹274.31 Cr	1.85%
Sona BLW Precision Forgings Ltd	Equity	₹274 Cr	1.84%
Ashok Leyland Ltd	Equity	₹272.24 Cr	1.83%
Marico Ltd	Equity	₹270.6 Cr	1.82%
AU Small Finance Bank Ltd	Equity	₹270.46 Cr	1.82%
Phoenix Mills Ltd	Equity	₹266 Cr	1.79%
Thermax Ltd	Equity	₹263.79 Cr	1.77%
Lupin Ltd	Equity	₹260.87 Cr	1.76%
Polycab India Ltd	Equity	₹259.74 Cr	1.75%
Treps	Cash - Repurchase Agreement	₹259.67 Cr	1.75%
Jindal Steel Ltd	Equity	₹252.81 Cr	1.70%
PB Fintech Ltd	Equity	₹246.78 Cr	1.66%
Fortis Healthcare Ltd	Equity	₹245.14 Cr	1.65%
Gland Pharma Ltd	Equity	₹242.44 Cr	1.63%
FSN E-Commerce Ventures Ltd	Equity	₹236.82 Cr	1.59%
360 One Wam Ltd Ordinary Shares	Equity	₹235 Cr	1.58%
TVS Motor Co Ltd	Equity	₹234.75 Cr	1.58%
Dr. Lal PathLabs Ltd	Equity	₹227.32 Cr	1.53%
Jubilant Foodworks Ltd	Equity	₹225.31 Cr	1.52%
One97 Communications Ltd	Equity	₹218.07 Cr	1.47%
Delhivery Ltd	Equity	₹216.81 Cr	1.46%
Tube Investments of India Ltd Ordinary Shares	Equity	₹212.67 Cr	1.43%
Tata Capital Ltd	Equity	₹208.78 Cr	1.40%
L&T Technology Services Ltd	Equity	₹194.85 Cr	1.31%
LG Electronics India Ltd	Equity	₹193.12 Cr	1.30%
Dixon Technologies (India) Ltd	Equity	₹193.05 Cr	1.30%
TVS Holdings Ltd	Equity	₹191.58 Cr	1.29%
Motilal Oswal Financial Services Ltd	Equity	₹189.59 Cr	1.28%
Bharat Electronics Ltd	Equity	₹185.67 Cr	1.25%
Alkem Laboratories Ltd	Equity	₹173.44 Cr	1.17%
Indian Bank	Equity	₹172.56 Cr	1.16%
Hindustan Petroleum Corp Ltd	Equity	₹171.9 Cr	1.16%
JK Cement Ltd	Equity	₹170.63 Cr	1.15%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹160.02 Cr	1.08%
ZF Commercial Vehicle Control Systems India Ltd	Equity	₹159.68 Cr	1.07%
Prestige Estates Projects Ltd	Equity	₹150.15 Cr	1.01%
Schaeffler India Ltd	Equity	₹148.55 Cr	1.00%
Torrent Power Ltd	Equity	₹145.81 Cr	0.98%
Persistent Systems Ltd	Equity	₹145.46 Cr	0.98%
Mankind Pharma Ltd	Equity	₹145.15 Cr	0.98%
JSW Energy Ltd	Equity	₹141.18 Cr	0.95%
Swiggy Ltd	Equity	₹139.29 Cr	0.94%
APL Apollo Tubes Ltd	Equity	₹133.4 Cr	0.90%
National Aluminium Co Ltd	Equity	₹129.71 Cr	0.87%
Kirloskar Oil Engines Ltd	Equity	₹127.85 Cr	0.86%
Nippon Life India Asset Management Ltd Ordinary Shares	Equity	₹123.38 Cr	0.83%
UNO Minda Ltd	Equity	₹122.5 Cr	0.82%
Devyani International Ltd	Equity	₹117.95 Cr	0.79%
Margin Money For Derivatives	Cash - Collateral	₹115.25 Cr	0.78%
Billionbrains Garage Ventures Ltd	Equity	₹114.91 Cr	0.77%
Radico Khaitan Ltd	Equity	₹110.88 Cr	0.75%
Deepak Nitrite Ltd	Equity	₹110.21 Cr	0.74%
Info Edge (India) Ltd	Equity	₹109.86 Cr	0.74%
Emami Ltd	Equity	₹102.65 Cr	0.69%
Grindwell Norton Ltd	Equity	₹101.15 Cr	0.68%
Sundaram Money Market Dir Gr	Mutual Fund - Open End	₹100.86 Cr	0.68%
Chalet Hotels Ltd	Equity	₹100.15 Cr	0.67%
Indegene Ltd	Equity	₹95.85 Cr	0.64%
Bharti Hexacom Ltd	Equity	₹90.22 Cr	0.61%
Fractal Analytics Ltd	Equity	₹80.95 Cr	0.54%
Kirloskar Ferrous Industries Ltd	Equity	₹68.04 Cr	0.46%
JSW Infrastructure Ltd	Equity	₹61.17 Cr	0.41%
Manipal Health Enterprises Ltd	Equity	₹61.02 Cr	0.41%
PI Industries Ltd	Equity	₹60.49 Cr	0.41%
Sundaram Liquid Dir Gr	Mutual Fund - Open End	₹58 Cr	0.39%
Berger Paints India Ltd	Equity	₹55.91 Cr	0.38%
Cash And Other Net Current Assets	Cash - Collateral	₹-44.44 Cr	0.30%
Tvs Motor Company Limited	Preferred Stock	₹1.86 Cr	0.01%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹3,537.36 Cr	23.80%
Industrials	₹2,723.2 Cr	18.32%
Consumer Cyclical	₹2,498.29 Cr	16.81%
Healthcare	₹1,451.23 Cr	9.76%
Technology	₹1,359.04 Cr	9.14%
Basic Materials	₹1,243.87 Cr	8.37%
Consumer Defensive	₹484.12 Cr	3.26%
Real Estate	₹416.15 Cr	2.80%
Utilities	₹286.99 Cr	1.93%
Communication Services	₹200.08 Cr	1.35%
Energy	₹171.9 Cr	1.16%

Risk & Performance Ratios

Fund Managers

S. Bharath

Since February 2021

Shalav Saket

Since December 2025

Additional Scheme Detailsas of 31st August 2026

ISIN

INF903J01MJ3

Expense Ratio

0.75%

Exit Load

1.00%

Fund Size

₹14,863 Cr

Age

13 years 8 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty Midcap 150 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Mid-Cap Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
The Wealth Company Mid Cap Fund Regular Growth Very High Risk	2.5%	1.0%	-	-
The Wealth Company Mid Cap Fund Direct Growth Very High Risk	0.5%	1.0%	-	-
SBI Nifty Midcap 150 ETF Very High Risk	0.2%	-	₹14.15 Cr	-
Kotak Nifty Midcap 50 ETF Very High Risk	0.3%	-	₹213.87 Cr	7.2%
TRUSTMF Mid Cap Fund Direct Growth Very High Risk	2.0%	1.0%	₹588.36 Cr	-
TRUSTMF Mid Cap Fund Regular Growth Very High Risk	3.6%	1.0%	₹588.36 Cr	-
Samco Mid Cap Fund Direct Growth Very High Risk	1.7%	1.0%	₹81.08 Cr	-
Samco Mid Cap Fund Regular Growth Very High Risk	3.2%	1.0%	₹81.08 Cr	-
DSP Nifty Midcap 150 ETF Very High Risk	0.4%	-	₹13.22 Cr	-
Groww Nifty Midcap 150 ETF Very High Risk	0.3%	-	₹6.51 Cr	-
Bank of India Mid Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹766.60 Cr	3.3%
Bank of India Mid Cap Fund Regular Growth Very High Risk	2.0%	1.0%	₹766.60 Cr	2.1%
Kotak Nifty Midcap 150 ETF Very High Risk	0.1%	-	₹14.43 Cr	3.9%
Helios Mid Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹2228.71 Cr	10.7%
Helios Mid Cap Fund Regular Growth Very High Risk	2.5%	1.0%	₹2228.71 Cr	9.1%
ICICI Prudential Nifty Midcap 150 ETF Very High Risk	0.2%	-	₹790.84 Cr	4.0%
ICICI Prudential Midcap Select ETF Very High Risk	0.2%	-	₹117.40 Cr	8.7%
Zerodha Nifty Midcap 150 ETF Very High Risk	0.2%	-	₹275.24 Cr	4.6%
LIC MF Nifty Midcap 100 ETF Very High Risk	0.2%	-	₹683.42 Cr	4.7%
HDFC NIFTY Midcap 150 ETF Very High Risk	0.2%	-	₹163.82 Cr	3.8%
UTI Nifty Midcap 150 ETF Very High Risk	0.3%	-	₹13.49 Cr	3.8%
Invesco India Mid Cap Fund Regular Growth Very High Risk	1.4%	1.0%	₹15905.31 Cr	5.8%
HSBC Midcap Fund Direct Growth Very High Risk	1.2%	1.0%	₹17188.24 Cr	16.2%
Canara Robeco Mid Cap Fund Regular Growth Very High Risk	1.6%	1.0%	₹5231.03 Cr	1.7%
Canara Robeco Mid Cap Fund Direct Growth Very High Risk	0.5%	1.0%	₹5231.03 Cr	3.0%
ICICI Prudential Midcap Fund Direct Growth Very High Risk	1.1%	1.0%	₹8403.30 Cr	11.0%
Nippon India Growth Fund Direct Growth Very High Risk	0.8%	1.0%	₹52270.55 Cr	5.5%
Edelweiss Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹19891.00 Cr	5.5%
Invesco India Mid Cap Fund Direct Growth Very High Risk	0.5%	1.0%	₹15905.31 Cr	7.1%
Kotak Emerging Equity Scheme Direct Growth Very High Risk	0.5%	1.0%	₹71256.26 Cr	3.4%
JM Midcap Fund Regular Growth High Risk	2.4%	1.0%	₹1360.29 Cr	5.2%
JM Midcap Fund Direct Growth High Risk	0.9%	1.0%	₹1360.29 Cr	6.8%
Mirae Asset Nifty Midcap 150 ETF Very High Risk	0.1%	-	₹1873.79 Cr	4.0%
DSP Midcap Fund Regular Growth Very High Risk	1.7%	1.0%	₹21018.54 Cr	1.2%
Kotak Emerging Equity Scheme Regular Growth Very High Risk	1.5%	1.0%	₹71256.26 Cr	2.4%
ICICI Prudential Midcap Select ETF Very High Risk	0.1%	-	₹79.99 Cr	36.3%
ICICI Prudential Nifty Midcap 150 ETF Very High Risk	0.1%	-	₹424.94 Cr	26.8%
HDFC Mid-Cap Opportunities Fund Regular Growth Very High Risk	1.3%	1.0%	₹108324.55 Cr	5.0%
Nippon India ETF Nifty Midcap 150 Very High Risk	0.2%	-	₹4062.74 Cr	3.9%
UTI Mid Cap Fund Direct Growth Very High Risk	1.1%	1.0%	₹12795.44 Cr	1.9%
Axis Midcap Fund Direct Growth Very High Risk	0.8%	1.0%	₹35425.07 Cr	4.6%
HDFC Mid-Cap Opportunities Fund Direct Growth Very High Risk	0.8%	1.0%	₹108324.55 Cr	5.7%
Aditya Birla Sun Life Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹6966.29 Cr	4.9%
Baroda BNP Paribas Mid Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹2657.78 Cr	8.8%
SBI Magnum Midcap Fund Direct Growth Very High Risk	1.0%	0.0%	₹24518.32 Cr	2.0%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹14863.43 Cr	4.4%
Tata Mid Cap Growth Fund Direct Growth Very High Risk	0.8%	0.0%	₹6240.29 Cr	4.9%
Taurus Discovery (Midcap) Fund Direct Growth Very High Risk	2.3%	1.0%	₹139.85 Cr	2.4%
DSP Midcap Fund Direct Growth Very High Risk	0.8%	1.0%	₹21018.54 Cr	2.2%
Quant Mid Cap Fund Direct Growth Very High Risk	1.2%	0.0%	₹8055.58 Cr	2.2%

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹84,896 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Low to Moderate Risk	0.3%	0.0%	₹70.99 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	0.7%	1.0%	₹870.78 Cr	-5.3%
Sundaram Business Cycle Fund Direct Growth Very High Risk	0.5%	1.0%	₹1747.12 Cr	0.9%
Sundaram Multi Asset Allocation Fund Direct Growth Very High Risk	0.4%	1.0%	₹3406.52 Cr	5.1%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	0.8%	0.0%	₹31.62 Cr	5.8%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	0.8%	0.0%	₹78.05 Cr	5.2%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	0.8%	-	₹34.84 Cr	7.3%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹23.09 Cr	6.8%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	0.8%	0.0%	₹37.28 Cr	5.1%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	0.8%	0.0%	₹37.07 Cr	4.9%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3069.63 Cr	0.5%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.0%	1.0%	₹806.55 Cr	-5.5%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.6%	1.0%	₹9272.45 Cr	-2.1%
Sundaram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹9094.46 Cr	6.6%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹446.35 Cr	6.1%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.7%	0.0%	₹1002.49 Cr	0.9%
Sundaram Focused Fund Direct Growth Very High Risk	1.1%	0.0%	₹1096.80 Cr	1.8%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.5%	0.0%	₹147.07 Cr	1.1%
Sundaram Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹178.26 Cr	5.5%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2416.24 Cr	6.6%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.4%	0.0%	₹1284.96 Cr	-7.1%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.6%	1.0%	₹1685.79 Cr	-0.6%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹3055.94 Cr	-3.9%
Sundaram Services Fund Direct Growth Very High Risk	0.6%	1.0%	₹5262.21 Cr	2.6%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹1962.63 Cr	-6.4%
Sundaram Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1719.29 Cr	6.5%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.0%	1.0%	₹32.60 Cr	3.6%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.5%	0.0%	₹971.13 Cr	2.3%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.7%	0.0%	₹1722.04 Cr	7.3%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.2%	0.0%	₹261.54 Cr	5.1%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹7543.73 Cr	6.5%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.3%	1.0%	₹174.45 Cr	18.5%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹617.02 Cr	4.9%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	1.0%	0.0%	₹18.92 Cr	-0.5%
Sundaram Small Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹4155.35 Cr	12.8%
Sundaram Diversified Equity Direct Growth Very High Risk	1.4%	0.0%	₹1284.42 Cr	-7.7%
Sundaram Consumption Fund Direct Growth Very High Risk	1.1%	0.0%	₹1516.36 Cr	-7.2%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹14863.43 Cr	4.4%
Sundaram Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹1335.29 Cr	5.2%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.2%	0.0%	₹553.90 Cr	6.7%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Sundaram Mid Cap Fund Direct Growth?

The NAV of Sundaram Mid Cap Fund Direct Growth, as of 17-Sep-2026, is ₹1615.02.

What are the returns of Sundaram Mid Cap Fund Direct Growth?

The fund has generated 4.39% over the last 1 year and 17.61% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Sundaram Mid Cap Fund Direct Growth?

The fund's allocation of assets is distributed as 96.70% in equities, 0.10% in bonds, and 3.19% in cash and cash equivalents.

Who manages the Sundaram Mid Cap Fund Direct Growth?

The fund managers responsible for Sundaram Mid Cap Fund Direct Growth are:-

S. Bharath
Shalav Saket

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Sundaram Mid Cap Fund Direct Growth

Fund Overview