Sundaram Mid Cap Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.64%
Fund NAV

Fund Overview of Sundaram Mid Cap Fund Direct-growth

  • ₹12,595.5 Cr
    AUM
  • ₹1,559.25
    NAV
  • 0.92%
    Expense Ratio
  • Equity
    Fund Category
As on Mon Oct 20, 2025

Returns of Sundaram Mid Cap Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.64% NA 4.37%
6 Months 19.40% NA 15.67%
1 Year 1.30% 1.30% -0.50%
2 Years 56.13% 24.95% 23.18%
3 Years 92.83% 24.47% 22.72%
5 Years 240.29% 27.75% 26.92%
7 Years 247.16% 19.46% NA
10 Years 341.87% 16.02% 16.72%
View More
As on Mon Oct 20, 2025

Asset Allocation

equities

96.66%

debt instruments

1.22%

other assets or cash equivalents

2.12%
Large Cap: 13.40%
Mid Cap: 70.40%
Small Cap: 16.20%
Other: 0.00%
Top Holdings
Cummins India Ltd
3.97%
Cummins India Ltd
3.97%
Coromandel International Ltd
3.66%
Cummins India Ltd
3.64%
Repo
3.63%
 
Top Sectors
Financial
56.96%
Consumer Discretionary
52.08%
Industrials
45.53%
Healthcare
35.00%
Materials
34.65%
Detailed Portfolio Analysis
As on Mon Oct 20, 2025
Invest Now

About Fund

About Sundaram Mid Cap Fund Direct-growth

Sundaram Mid Cap Fund Direct-growth is one Equity mutual fund offered by Sundaram Mutual Fund. the fund aims Long term capital growth. Investment in diversified stocks that are generally termed as mid-caps. It manages assets worth ₹12,595.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.92%.
The portfolio allocation consists of 96.66% in equities, 1.22% in debt instruments, 2.12% in other assets or cash equivalents. Managed by Ratish Varier, it has delivered a return of 1.30% in the last year, a total return since inception of 18.72%.

Read more
  • Bharath S.

    Fund Manager

  • Mr. Bharath is a B Com (H), MBA and ICWA.

    Manager Education

  • Ratish Varier

    Fund Manager

  • Mr. Varier is a B.Com. & MBA (Finance)

    Manager Education

Key Metrics of Sundaram Mid Cap Fund Direct-growth

  • Standard Deviation
    15.02%
  • Sharpe Ratio
    1.04%
  • Alpha
    2.39%
  • Beta
    0.93%

Fund Details

Fund Names Sundaram Mid Cap Fund Direct-growth
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 100
STP Minimum Investment amount ₹ 100
 
Risk Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Mid Cap Direct Fund-growth trend ₹6,106 -0.56% -0.21% -2.02% 20.83% 25.67%
Aditya Birla Sun Life Mid Cap Fund Regular-growth trend ₹6,106 -0.63% -0.43% -2.83% 19.81% 24.59%
Taurus Mid Cap Fund Direct - Growth trend ₹130 -1.33% -1.77% -2.64% 18.47% 21.31%
Taurus Mid Cap Fund Direct - Growth trend ₹130 -1.33% -1.77% -2.64% 18.47% 21.31%
Taurus Mid Cap Fund Regular - Growth trend ₹130 -1.36% -1.88% -3.05% 18.02% 20.86%
Taurus Mid Cap Fund Regular - Growth trend ₹130 -1.36% -1.88% -3.05% 18.02% 20.86%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Mid Cap Fund Regular-growth increase ₹12,596 0.54% 2.67% 14.05% 1.65% 23.96%
Sundaram Mid Cap Fund Regular-idcw increase ₹12,596 0.54% 2.67% 14.05% 1.65% 23.96%
Sundaram Mid Cap Fund Direct-idcw increase ₹12,596 0.61% 2.89% 14.53% 2.50% 25.00%
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Mid Cap Fund Regular-growth trend ₹6,106 ₹796.69 19.81% 24.59% 13.56%
Aditya Birla Sun Life Mid Cap Direct Fund-growth trend ₹6,106 ₹889.40 20.83% 25.67% 14.57%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth trend ₹379 ₹24.74 23.59% - -
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth trend ₹379 ₹24.05 22.86% - -
Taurus Mid Cap Fund Direct - Growth trend ₹130 ₹129.87 18.47% 21.31% 15.18%
Taurus Mid Cap Fund Regular - Growth trend ₹130 ₹122.90 18.02% 20.86% 14.69%
Taurus Mid Cap Fund Direct - Growth trend ₹130 ₹129.87 18.47% 21.31% 15.18%
Taurus Mid Cap Fund Regular - Growth trend ₹130 ₹122.90 18.02% 20.86% 14.69%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Cummins India LtdIndustrials3.97%₹500.14 Cr
Cummins India LtdIndustrials3.97%₹500.14 Cr
Coromandel International LtdMaterials3.66%₹460.93 Cr
Cummins India LtdIndustrials3.64%₹458.70 Cr
RepoUnspecified3.63%₹457.32 Cr
Coromandel International LtdMaterials3.06%₹385.06 Cr
Coromandel International LtdMaterials3.06%₹385.06 Cr
Fortis Healthcare LtdHealthcare2.92%₹367.67 Cr
Fortis Healthcare LtdHealthcare2.92%₹367.67 Cr
Kalyan Jewellers India LtdConsumer Discretionary2.84%₹357.82 Cr
Ge T&d India LtdIndustrials2.77%₹349.20 Cr
Ge T&d India LtdIndustrials2.77%₹349.20 Cr
Fortis Healthcare LtdHealthcare2.64%₹332.63 Cr
Mahindra & Mahindra Financial Services LtdFinancial2.61%₹328.18 Cr
Mahindra & Mahindra Financial Services LtdFinancial2.61%₹328.18 Cr
Ge T&d India LtdIndustrials2.55%₹321.64 Cr
Mahindra & Mahindra Financial Services LtdFinancial2.44%₹306.96 Cr
Lupin LtdHealthcare2.38%₹299.95 Cr
Lupin LtdHealthcare2.38%₹299.95 Cr
Lupin LtdHealthcare2.37%₹298.91 Cr
RepoUnspecified2.36%₹296.56 Cr
RepoUnspecified2.36%₹296.56 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.16%₹272.44 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.16%₹272.44 Cr
Indian BankFinancial2.15%₹270.42 Cr
Indian BankFinancial2.15%₹270.42 Cr
Idfc First Bank LtdFinancial2.09%₹262.42 Cr
Idfc First Bank LtdFinancial2.09%₹262.42 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities2.04%₹257.11 Cr
Marico LtdConsumer Staples2.03%₹255.27 Cr
Marico LtdConsumer Staples2.03%₹255.27 Cr
Jk Cement LtdMaterials2.02%₹254.74 Cr
Jindal Steel & Power LtdMaterials2.01%₹253.20 Cr
Jindal Steel & Power LtdMaterials2.01%₹253.20 Cr
Persistent Systems LtdTechnology1.99%₹250.23 Cr
Indian BankFinancial1.98%₹250.00 Cr
The Federal Bank LtdFinancial1.98%₹249.89 Cr
Marico LtdConsumer Staples1.97%₹248.36 Cr
Jubilant Foodworks LtdConsumer Discretionary1.96%₹246.81 Cr
Jubilant Foodworks LtdConsumer Discretionary1.96%₹246.81 Cr
Kalyan Jewellers India LtdConsumer Discretionary1.96%₹246.72 Cr
Kalyan Jewellers India LtdConsumer Discretionary1.96%₹246.72 Cr
Bse LtdFinancial1.89%₹238.37 Cr
The Federal Bank LtdFinancial1.89%₹238.17 Cr
The Federal Bank LtdFinancial1.89%₹238.17 Cr
Jk Cement LtdMaterials1.87%₹235.05 Cr
Jk Cement LtdMaterials1.87%₹235.05 Cr
Idfc First Bank LtdFinancial1.87%₹234.96 Cr
Phoenix Mills LtdReal Estate1.85%₹232.33 Cr
Phoenix Mills LtdReal Estate1.85%₹232.33 Cr
Persistent Systems LtdTechnology1.83%₹230.40 Cr
Persistent Systems LtdTechnology1.83%₹230.40 Cr
Jindal Steel & Power LtdMaterials1.82%₹229.69 Cr
Coforge LtdTechnology1.82%₹229.08 Cr
Coforge LtdTechnology1.82%₹229.08 Cr
Coforge LtdTechnology1.80%₹227.20 Cr
Phoenix Mills LtdReal Estate1.76%₹221.65 Cr
Pb Fintech LtdFinancial1.73%₹218.22 Cr
Delhivery LtdIndustrials1.71%₹215.23 Cr
Delhivery LtdIndustrials1.69%₹212.51 Cr
Delhivery LtdIndustrials1.69%₹212.51 Cr
Pb Fintech LtdFinancial1.63%₹204.96 Cr
Pb Fintech LtdFinancial1.63%₹204.96 Cr
Jubilant Foodworks LtdConsumer Discretionary1.62%₹203.86 Cr
Bharat Electronics LtdIndustrials1.61%₹203.22 Cr
Bharat Electronics LtdIndustrials1.61%₹203.22 Cr
Bse LtdFinancial1.61%₹202.50 Cr
Bse LtdFinancial1.61%₹202.50 Cr
Max Healthcare Institute LtdHealthcare1.54%₹193.57 Cr
United Breweries LtdConsumer Staples1.53%₹193.19 Cr
Bharat Electronics LtdIndustrials1.53%₹192.73 Cr
Polycab India LtdIndustrials1.52%₹191.86 Cr
Polycab India LtdIndustrials1.52%₹191.86 Cr
Sundaram-clayton LtdConsumer Discretionary1.52%₹191.11 Cr
Sundaram-clayton LtdConsumer Discretionary1.52%₹191.11 Cr
Apollo Tyres LtdConsumer Discretionary1.48%₹186.94 Cr
Indus Towers LtdTechnology1.46%₹184.02 Cr
United Breweries LtdConsumer Staples1.44%₹181.48 Cr
United Breweries LtdConsumer Staples1.44%₹181.48 Cr
Chalet Hotels LtdConsumer Discretionary1.41%₹177.24 Cr
Chalet Hotels LtdConsumer Discretionary1.41%₹177.24 Cr
Polycab India LtdIndustrials1.40%₹176.44 Cr
Apollo Tyres LtdConsumer Discretionary1.39%₹175.54 Cr
Apollo Tyres LtdConsumer Discretionary1.39%₹175.54 Cr
Sundaram-clayton LtdConsumer Discretionary1.39%₹174.91 Cr
Indus Towers LtdTechnology1.38%₹173.83 Cr
Indus Towers LtdTechnology1.38%₹173.83 Cr
Max Healthcare Institute LtdHealthcare1.38%₹173.17 Cr
Max Healthcare Institute LtdHealthcare1.38%₹173.17 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.35%₹170.27 Cr
Chalet Hotels LtdConsumer Discretionary1.35%₹169.54 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.32%₹166.64 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.32%₹166.64 Cr
Dr. Lal Pathlabs LtdHealthcare1.29%₹162.58 Cr
Tvs Motor Company LtdConsumer Discretionary1.27%₹160.15 Cr
Tvs Motor Company LtdConsumer Discretionary1.27%₹160.15 Cr
Dr. Lal Pathlabs LtdHealthcare1.27%₹159.89 Cr
Dr. Lal Pathlabs LtdHealthcare1.27%₹159.89 Cr
Lic Housing Finance LtdFinancial1.23%₹155.40 Cr
Principal Cash Management Direct-growthUnspecified1.23%₹154.74 Cr
Principal Cash Management Direct-growthUnspecified1.23%₹154.74 Cr
Supreme Industries LtdMaterials1.22%₹153.28 Cr
Shriram Transport Finance Company LtdFinancial1.19%₹150.15 Cr
Shriram Transport Finance Company LtdFinancial1.19%₹150.15 Cr
Lic Housing Finance LtdFinancial1.19%₹149.82 Cr
Lic Housing Finance LtdFinancial1.19%₹149.82 Cr
Alkem Laboratories LtdHealthcare1.19%₹149.42 Cr
Alkem Laboratories LtdHealthcare1.19%₹149.42 Cr
Au Small Finance Bank LtdFinancial1.19%₹149.39 Cr
Au Small Finance Bank LtdFinancial1.19%₹149.39 Cr
Au Small Finance Bank LtdFinancial1.17%₹147.52 Cr
Shriram Transport Finance Company LtdFinancial1.17%₹146.99 Cr
Supreme Industries LtdMaterials1.16%₹146.58 Cr
Supreme Industries LtdMaterials1.16%₹146.58 Cr
Colgate-palmolive (india) LtdConsumer Staples1.12%₹141.55 Cr
Colgate-palmolive (india) LtdConsumer Staples1.12%₹141.55 Cr
Others EmmUnspecified1.11%₹140.22 Cr
Alkem Laboratories LtdHealthcare1.10%₹138.57 Cr
Uno Minda LtdConsumer Discretionary1.09%₹137.20 Cr
Uno Minda LtdConsumer Discretionary1.09%₹137.20 Cr
L&t Technology Services LtdTechnology1.09%₹136.67 Cr
L&t Technology Services LtdTechnology1.09%₹136.67 Cr
Torrent Power LtdEnergy & Utilities1.07%₹134.81 Cr
Motilal Oswal Financial Services LtdFinancial1.05%₹132.51 Cr
Mankind Pharma Ltd.Healthcare1.05%₹132.35 Cr
L&t Technology Services LtdTechnology1.05%₹131.80 Cr
Tvs Motor Company LtdConsumer Discretionary1.04%₹130.49 Cr
Motilal Oswal Financial Services LtdFinancial1.03%₹129.98 Cr
Motilal Oswal Financial Services LtdFinancial1.03%₹129.98 Cr
Procter & Gamble Hygiene & Health Care LtdConsumer Staples1.03%₹129.58 Cr
Procter & Gamble Hygiene & Health Care LtdConsumer Staples1.03%₹129.58 Cr
Iifl Wealth Management LtdFinancial1.02%₹128.18 Cr
Iifl Wealth Management LtdFinancial1.02%₹128.18 Cr
Suzlon Energy LtdIndustrials1.02%₹128.03 Cr
Suzlon Energy LtdIndustrials1.02%₹127.94 Cr
Suzlon Energy LtdIndustrials1.02%₹127.94 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary1.00%₹126.28 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary1.00%₹126.28 Cr
Deepak Nitrite LtdMaterials1.00%₹126.22 Cr
Deepak Nitrite LtdMaterials1.00%₹126.22 Cr
Mankind Pharma Ltd.Healthcare1.00%₹125.57 Cr
Mankind Pharma Ltd.Healthcare1.00%₹125.57 Cr
Torrent Power LtdEnergy & Utilities1.00%₹125.43 Cr
Torrent Power LtdEnergy & Utilities1.00%₹125.43 Cr
Prestige Estates Projects LtdReal Estate0.99%₹125.22 Cr
Max Financial Services LtdFinancial0.98%₹123.28 Cr
Max Financial Services LtdFinancial0.98%₹123.28 Cr
Devyani International LtdConsumer Discretionary0.95%₹119.43 Cr
Deepak Nitrite LtdMaterials0.93%₹117.56 Cr
Max Financial Services LtdFinancial0.93%₹117.45 Cr
Devyani International LtdConsumer Discretionary0.92%₹116.26 Cr
Devyani International LtdConsumer Discretionary0.92%₹116.26 Cr
Prestige Estates Projects LtdReal Estate0.92%₹116.25 Cr
Prestige Estates Projects LtdReal Estate0.92%₹116.25 Cr
Crompton Greaves Consumer Electricals LtdConsumer Discretionary0.90%₹113.63 Cr
Nhpc LtdEnergy & Utilities0.89%₹112.53 Cr
Nhpc LtdEnergy & Utilities0.89%₹112.53 Cr
Iifl Wealth Management LtdFinancial0.88%₹111.35 Cr
Uno Minda LtdConsumer Discretionary0.87%₹110.01 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.87%₹109.66 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.87%₹109.66 Cr
Zydus Lifesciences LtdHealthcare0.87%₹109.08 Cr
Schaeffler India LtdIndustrials0.86%₹108.82 Cr
Schaeffler India LtdIndustrials0.86%₹108.82 Cr
Pi Industries LtdMaterials0.86%₹108.49 Cr
Bharti Hexacom Ltd.Technology0.86%₹107.86 Cr
Schaeffler India LtdIndustrials0.85%₹106.57 Cr
Apl Apollo Tubes LtdIndustrials0.85%₹106.46 Cr
Apl Apollo Tubes LtdIndustrials0.85%₹106.46 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.84%₹105.18 Cr
Oberoi Realty LtdReal Estate0.83%₹105.09 Cr
Amber Enterprises India LtdConsumer Discretionary0.83%₹104.59 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.81%₹102.43 Cr
Nhpc LtdEnergy & Utilities0.81%₹102.07 Cr
Oberoi Realty LtdReal Estate0.81%₹101.99 Cr
Oberoi Realty LtdReal Estate0.81%₹101.99 Cr
Apl Apollo Tubes LtdIndustrials0.80%₹101.10 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.77%₹97.04 Cr
Bharti Hexacom Ltd.Technology0.77%₹96.89 Cr
Bharti Hexacom Ltd.Technology0.77%₹96.89 Cr
Emami LtdConsumer Staples0.76%₹96.17 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.75%₹94.05 Cr
Dixon Technologies (india) LtdConsumer Discretionary0.75%₹94.05 Cr
Pi Industries LtdMaterials0.71%₹89.67 Cr
Pi Industries LtdMaterials0.71%₹89.67 Cr
Amber Enterprises India LtdConsumer Discretionary0.71%₹88.81 Cr
Amber Enterprises India LtdConsumer Discretionary0.71%₹88.81 Cr
Crompton Greaves Consumer Electricals LtdConsumer Discretionary0.70%₹87.92 Cr
Crompton Greaves Consumer Electricals LtdConsumer Discretionary0.70%₹87.92 Cr
Emami LtdConsumer Staples0.69%₹86.73 Cr
Emami LtdConsumer Staples0.69%₹86.73 Cr
Zydus Lifesciences LtdHealthcare0.65%₹82.19 Cr
Zydus Lifesciences LtdHealthcare0.65%₹82.19 Cr
Acc LtdMaterials0.65%₹82.07 Cr
Gujarat State Petronet LtdEnergy & Utilities0.63%₹78.91 Cr
Gujarat State Petronet LtdEnergy & Utilities0.63%₹78.91 Cr
Gujarat State Petronet LtdEnergy & Utilities0.60%₹75.58 Cr
Grindwell Norton LtdMaterials0.55%₹68.99 Cr
Grindwell Norton LtdMaterials0.55%₹68.99 Cr
Crisil LtdIndustrials0.52%₹65.38 Cr
Crisil LtdIndustrials0.52%₹65.38 Cr
Others EmmUnspecified0.52%₹65.25 Cr
Others EmmUnspecified0.52%₹65.25 Cr
Grindwell Norton LtdMaterials0.51%₹63.85 Cr
Icici Prudential Life Insurance Company LtdFinancial0.50%₹63.46 Cr
Skf India LtdIndustrials0.49%₹62.29 Cr
Skf India LtdIndustrials0.49%₹62.29 Cr
Icici Prudential Life Insurance Company LtdFinancial0.49%₹61.32 Cr
Icici Prudential Life Insurance Company LtdFinancial0.49%₹61.32 Cr
Acc LtdMaterials0.49%₹61.18 Cr
Acc LtdMaterials0.49%₹61.18 Cr
Indegene Ltd.Healthcare0.48%₹61.03 Cr
Indegene Ltd.Healthcare0.48%₹61.03 Cr
Dalmia Bharat LtdMaterials0.48%₹60.63 Cr
Dalmia Bharat LtdMaterials0.48%₹60.63 Cr
Indegene Ltd.Healthcare0.45%₹56.43 Cr
Gland Pharma LtdHealthcare0.44%₹55.78 Cr
Gland Pharma LtdHealthcare0.44%₹55.78 Cr
Crisil LtdIndustrials0.44%₹55.60 Cr
Principal Cash Management Direct-growthUnspecified0.43%₹54.17 Cr
Skf India LtdIndustrials0.41%₹51.91 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.35%₹44.21 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.35%₹44.21 Cr
Ola Electric Mobility Ltd.Consumer Discretionary0.33%₹42.14 Cr
Cash/net Current AssetsUnspecified0.31%₹39.54 Cr
Dalmia Bharat LtdMaterials0.31%₹38.48 Cr
Astral LtdIndustrials0.29%₹36.08 Cr
Gland Pharma LtdHealthcare0.26%₹33.04 Cr
Voltas LtdIndustrials0.25%₹31.69 Cr
Trent LtdConsumer Discretionary0.21%₹26.46 Cr
Gujarat Gas LtdEnergy & Utilities0.11%₹14.15 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.01%₹1.87 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.01%₹1.87 Cr
Net PayablesUnspecified-0.25%₹-31.11 Cr
Net PayablesUnspecified-0.25%₹-31.11 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Aditya Birla Sun Life Mid Cap Direct Fund-growth increase ₹889.40 20.83% 25.67% -
Aditya Birla Sun Life Mid Cap Fund Regular-growth increase ₹796.69 19.81% 24.59% -
Taurus Mid Cap Fund Direct - Growth increase ₹129.87 18.47% 21.31% -
Taurus Mid Cap Fund Direct - Growth increase ₹129.87 18.47% 21.31% -
Taurus Mid Cap Fund Regular - Growth increase ₹122.90 18.02% 20.86% -
Taurus Mid Cap Fund Regular - Growth increase ₹122.90 18.02% 20.86% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Mid Cap Fund Direct-growth

What is the current AUM of Sundaram Mid Cap Fund Direct-growth?

As of Thu Jul 31, 2025, Sundaram Mid Cap Fund Direct-growth manages assets worth ₹12,595.5 crore

How has Sundaram Mid Cap Fund Direct-growth performed recently?

  • 3 Months: 1.64%
  • 6 Months: 19.40%

What is the long-term performance of Sundaram Mid Cap Fund Direct-growth?

  • 3 Years CAGR: 24.47%
  • 5 Years CAGR: 27.75%
  • Since Inception: 18.72%

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

Equity: 96.66%, Debt: 1.22%, Others: 2.12%.

Who manages Sundaram Mid Cap Fund Direct-growth?

Sundaram Mid Cap Fund Direct-growth is managed by Ratish Varier from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Mid Cap Fund Direct-growth?

Large Cap: 13.40%, Mid Cap: 70.40%, Small Cap: 16.20%.

Which are the top companies Sundaram Mid Cap Fund Direct-growth has invested in?

  • Cummins India Ltd – 3.97% of the fund's portfolio
  • Cummins India Ltd – 3.97% of the fund's portfolio
  • Coromandel International Ltd – 3.66% of the fund's portfolio
  • Cummins India Ltd – 3.64% of the fund's portfolio
  • Repo – 3.63% of the fund's portfolio

Which are the major sectors Sundaram Mid Cap Fund Direct-growth focuses on?

  • Financial – 56.96% of the fund's portfolio
  • Consumer Discretionary – 52.08% of the fund's portfolio
  • Industrials – 45.53% of the fund's portfolio
  • Healthcare – 35.00% of the fund's portfolio
  • Materials – 34.65% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.