SU
Sundaram Mid Cap Fund Direct Growth
Latest NAV
+2.70% 1Y
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Benchmark: Nifty Midcap 150 TRI
Expense ratio
1.05%
AUM
₹14,863 Cr
Min SIP
₹100
Min lump sum
₹100
1Y
+2.70%
3Y (ann.)
+16.13%
5Y (ann.)
+15.73%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹1,566.11
52-week range
at 59%
₹1,566.11
Low 23 Mar 2026₹1,387.76
High 26 Aug 2026₹1,690.28
Risk level
Very High
Low
Very high
NAV history
03 Jan 2013
Since inception
06 Oct 2026
Returns by period
1W
-3.60%
1M
-7.22%
3M
-4.43%
6M
+8.54%
1Y
+2.70%
3Y
+16.13%
5Y
+15.73%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹100
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 96.76%
Cash & other 3.24%
Sector split
Country split
Top 5 hold 14.2%
Top 10 hold 24.6%
80 equity holdings
Equity holdings
(top 30)
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | GE Vernova T&D
INE200A01026 |
Industrials Specialty Industrial Machinery |
India |
3.39%
|
+55.34% |
| 2 | Cummins
INE298A01020 |
Industrials Specialty Industrial Machinery |
India |
3.22%
|
+26.95% |
| 3 | BSE
INE118H01025 |
Financial Services Financial Data & Stock Exchanges |
India |
2.86%
|
+49.29% |
| 4 | M&M Financial Services
INE774D01024 |
Financial Services Credit Services |
India |
2.55%
|
-31.20% |
| 5 | Max Financial Services
INE180A01020 |
Financial Services Insurance - Life |
India |
2.21%
|
-4.40% |
| 6 | Federal Bank
INE171A01029 |
Financial Services Banks - Regional |
India |
2.20%
|
+16.47% |
| 7 | Coromandel International
INE169A01031 |
Basic Materials Agricultural Inputs |
India |
2.10%
|
-16.62% |
| 8 | Suzlon Energy
INE040H01021 |
Industrials Specialty Industrial Machinery |
India |
2.09%
|
+2.68% |
| 9 | IDFC First Bank
INE092T01019 |
Financial Services Banks - Regional |
India |
1.99%
|
-14.74% |
| 10 | Marico
INE196A01026 |
Consumer Defensive Household & Personal Products |
India |
1.98%
|
+9.23% |
About this scheme
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Fund manager(s): S Bharath, Shalav Saket
Exit load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹100
SIP
Purchase
Switch
STP
SWP
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