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sundaram mid cap - direct plan - growth option
Sundaram Mid Cap - Direct Plan - Growth Option

Sundaram Mid Cap - Direct Plan - Growth Option

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Mar 18, 2026
i
Price per unit of the scheme.
₹ 1,471.22101.78%1 Day Change
-7.24%
Minimum Investment₹100
Expense Ratio0.97%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Mid Cap - Direct Plan - Growth Option
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Mid Cap - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Midcap 150 TR INR
    Expense Ratio
    0.97%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 100 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 12,917.24 Cr(As on Jan, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    44.00 %
    Exit Load
    Nil - If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. If more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

    bt_logoABOUT THE FUND

    Objective: The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

    Sundaram Mid Cap - Direct Plan - Growth Option is an Equity - Mid-Cap fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onMar 18, 2026 is ₹1,471.22. Its expense ratio is 0.97 %. The fund has an AUM of ₹12,917.24 Cr.The fund is managed byS. Bharath,Ratish Varier,Shalav Saket.
    The minimum initial investment is  ₹100 in Lumpsum mode.

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    bt_logoFUND MANAGER

    S. Bharath
    S. Bharath
    i
    Lead Fund Manager.
    Feb 24, 2021 - Present
    • Fund Manager Rank9Out of 29
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed10
    • Total AUM₹ 43,155.38 Cr
    • Highest Return In 1 Yr13.88 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,471.22
    -7.24%
    -6.26%
    Very High Risk
    ₹12,917.24Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 178.27
    -6.12%
    -6.16%
    High Risk
    ₹7,933.61Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.49
    -1.54%
    -1.65%
    Moderately High risk
    ₹19.77Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,471.22
    • Fund Size₹12,917.24Cr
    Fund Return-7.24%
    Category Return-6.26%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 178.27
    • Fund Size₹7,933.61Cr
    Fund Return-6.12%
    Category Return-6.16%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.49
    • Fund Size₹19.77Cr
    Fund Return-1.54%
    Category Return-1.65%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ratish Varier
    Ratish Varier
    i
    Lead Fund Manager.
    Feb 24, 2021 - Present
    • Schemes managed5
    • Total AUM₹ 18,992.43 Cr
    • Highest Return In 1 Yr15.56 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,471.22
    -7.24%
    -6.26%
    Very High Risk
    ₹12,917.24Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 94.33
    -8.86%
    -8.80%
    Very High Risk
    ₹1,460.62Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 397.92
    -8.11%
    -7.82%
    Very High Risk
    ₹2,797.58Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,471.22
    • Fund Size₹12,917.24Cr
    Fund Return-7.24%
    Category Return-6.26%
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 94.33
    • Fund Size₹1,460.62Cr
    Fund Return-8.86%
    Category Return-8.80%
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 397.92
    • Fund Size₹2,797.58Cr
    Fund Return-8.11%
    Category Return-7.82%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shalav Saket
    Shalav Saket
    i
    Lead Fund Manager.
    Dec 31, 2025 - Present
    • Schemes managed3
    • Total AUM₹ 17,175.44 Cr
    • Highest Return In 1 Yr13.88 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Consumption Fund Direct Plan - Growth Option
    ₹ 94.33
    -8.86%
    -8.80%
    Very High Risk
    ₹1,460.62Cr
    Sundaram Multi Cap Fund-Direct Plan - Option
    ₹ 397.92
    -8.11%
    -7.82%
    Very High Risk
    ₹2,797.58Cr
    Sundaram Mid Cap - Direct Plan - Growth Option
    ₹ 1,471.22
    -7.24%
    -6.26%
    Very High Risk
    ₹12,917.24Cr
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 94.33
    • Fund Size₹1,460.62Cr
    Fund Return-8.86%
    Category Return-8.80%
    Sundaram Multi Cap Fund-Direct Plan - Option
    Very High Risk
    • NAV₹ 397.92
    • Fund Size₹2,797.58Cr
    Fund Return-8.11%
    Category Return-7.82%
    Sundaram Mid Cap - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 1,471.22
    • Fund Size₹12,917.24Cr
    Fund Return-7.24%
    Category Return-6.26%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (96.71%)
    DEBT (-%)
    CASH (3.27%)
    Allocation by Market Cap
    Large Cap(9.98%)
    Mid Cap(69.44%)
    Small Cap(16.67%)
    Industry Holdings
    • -%
    Stock Holdings
    • Cummins India Ltd4.03%
    • GE Vernova T&D India Ltd3.38%
    • Mahindra & Mahindra Financial Services Ltd3.25%
    • Coromandel International Ltd2.69%
    • The Federal Bank Ltd2.36%
    • Persistent Systems Ltd2.27%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      2.43
      This Fund
      VS
      -0.61
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      94.82
      This Fund
      VS
      90.68
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.93
      This Fund
      VS
      0.95
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.24
      This Fund
      VS
      1.01
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.01
      This Fund
      VS
      1.65
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.97
      This Fund
      VS
      15.64
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 75,667.65 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    investor.helpdesk@hdfcbank.com
    aum
    AUM
    ₹ 75,667.65 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Mid Cap - Direct Plan - Growth Option ?
    The category of Sundaram Mid Cap - Direct Plan - Growth Option is Equity - Mid-Cap
    What is the current NAV of Sundaram Mid Cap - Direct Plan - Growth Option ?
    The current NAV of Sundaram Mid Cap - Direct Plan - Growth Option as on Mar 18, 2026 is ₹1,471.22
    How safe is Sundaram Mid Cap - Direct Plan - Growth Option ?
    The risk level of Sundaram Mid Cap - Direct Plan - Growth Option is Very High.
    What are short term returns given by Sundaram Mid Cap - Direct Plan - Growth Option ?
    The return given by Sundaram Mid Cap - Direct Plan - Growth Option in 1 month is -7.24%, 3 months is -4.69%, 6 months is -5.12%, and 1 year is 13.88%
    What are the long term returns given by Sundaram Mid Cap - Direct Plan - Growth Option ?
    The return given by Sundaram Mid Cap - Direct Plan - Growth Option in 3 years is 24.65% and 5 years is 19.76%.
    What is the expense ratio of Sundaram Mid Cap - Direct Plan - Growth Option ?
    The expense ratio of Sundaram Mid Cap - Direct Plan - Growth Option is 0.97%
    What is the AUM of Sundaram Mid Cap - Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram Mid Cap - Direct Plan - Growth Option is Rs 12,917.24 crores.
    What is the minimum investment in Sundaram Mid Cap - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram Mid Cap - Direct Plan - Growth Option is ₹100.00 and the minimum SIP investment in Sundaram Mid Cap - Direct Plan - Growth Option is ₹100.00
    What is the asset allocation of Sundaram Mid Cap - Direct Plan - Growth Option?
    Sundaram Mid Cap - Direct Plan - Growth Option has an exposure of 96.71% in Equity and 3.27% in Cash & Money Market Securities

    bt_logoCALCULATORS

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