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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Mid Cap - Direct Plan - Growth Option

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previously known as Sundaram Sel Mid Cap Dir Gr until

1540.119 (-0.005%)
NAV on January 16, 2026
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 13,293 cr
Turnover Ratio 45.68%
Expense Ratio 0.90%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -0.73%
  • 1Y: 9.24%
  • 3M: -0.44%
  • 3Y: 25.13%
  • 6M: 1.08%
  • 5Y: 22.25%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since almost 5 years) Ratish Varier (Since almost 5 years)
ISIN INF903J01MJ3
Fund Family Sundaram
P/E Ratio 31.02
P/B Ratio 4.31
Launch Date January 01, 2013
Benchmark Nifty Midcap 150 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Midcap 150 TR INR

Alpha 2.25
Beta 0.93
R-Squared 94.71
Info Ratio 0.42
Tracking Err 3.61
Sortino 1.913
Sharpe 1.171
Std Dev 15.013
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 23.5%
Industrial 15.2%
Technology 6.4%
Basic Materials 10.31%
Consumer Cyclical 16.3%
Utilities Services 2.56%
Healthcare Services 10.24%
Energy Services 2.42%
Communication Services 2.52%
Consumer Defensive 6.55%
Real Estate 3.98%
INVESTMENT OBJECTIVE

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

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Hdfc
HDFC Mid Cap Fund -Direct Plan - Growth Option
223.518 12.46% 92,642 cr 0.71% Below Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
216.140 11.59% 10,296 cr 0.54% Above Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
120.817 9.05% 13,650 cr 0.40% Average
Reliance
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap
4620.707 9.01% 42,124 cr 0.73% Average
Motilal
Motilal Oswal Midcap Direct Growth
112.079 -3.08% 36,880 cr 0.72% High
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average
Hdfc
HDFC Mid Cap Fund -Direct Plan - Growth Option
223.518 12.46% 92,642 cr 0.71% Below Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
216.140 11.59% 10,296 cr 0.54% Above Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
120.817 9.05% 13,650 cr 0.4% Average
Reliance
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap
4620.707 9.01% 42,124 cr 0.73% Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
38.495 7.77% 4,295 cr 0.45% Average
Baroda bnp paribas logo
Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option
124.012 7.71% 2,313 cr 0.55% Low


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