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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

1492.895 (3.815%)
NAV on April 08, 2026
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 13,235 cr
Turnover Ratio 45.68%
Expense Ratio 0.86%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -1.55%
  • 1Y: 15.22%
  • 3M: -4.40%
  • 3Y: 24.79%
  • 6M: -1.99%
  • 5Y: 19.30%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since about 5 years) Shalav Saket (Since 3 months)
ISIN INF903J01MJ3
Fund Family Sundaram
P/E Ratio 30.27
P/B Ratio 4.27
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 2.22
Beta 0.94
R-Squared 95.78
Info Ratio 0.50
Tracking Err 3.56
Sortino 1.349
Sharpe 0.912
Std Dev 16.651
Risk Average
SECTOR WEIGHTINGS (%)
Financial 21.96%
Industrial 16.8%
Technology 6.92%
Basic Materials 10.0%
Consumer Cyclical 16.16%
Utilities Services 2.83%
Healthcare Services 10.26%
Energy Services 2.15%
Communication Services 2.80%
Consumer Defensive 6.47%
Real Estate 3.65%
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
212.727 17.05% 94,257 cr 0.76% Below Average
Reliance
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap
4522.666 16.16% 43,983 cr 0.72% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
115.826 15.93% 14,355 cr 0.46% Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
207.310 15.22% 10,772 cr 0.54% High
Motilal
Motilal Oswal Midcap Direct Growth
103.289 3.49% 33,689 cr 0.82% 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
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
207.310 15.22% 10,772 cr 0.54% High


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