Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Mid Cap - Direct Plan - Growth Option
Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Mid Cap - Direct Plan - Growth Option

Add To Compare

previously known as Sundaram Sel Mid Cap Dir Gr until

1556.839 (-0.310%)
NAV on May 18, 2026
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 13,378 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: -0.16%
  • 1Y: 7.15%
  • 3M: -1.85%
  • 3Y: 24.21%
  • 6M: -1.27%
  • 5Y: 20.34%
Min Investment 100
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager S. Bharath (Since about 5 years) Shalav Saket (Since 5 months)
ISIN INF903J01MJ3
Fund Family Sundaram
P/E Ratio 32.05
P/B Ratio 4.55
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 2.53
Beta 0.93
R-Squared 96.42
Info Ratio 0.55
Tracking Err 3.54
Sortino 1.594
Sharpe 1.019
Std Dev 17.594
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 22.15%
Industrial 17.74%
Technology 8.35%
Basic Materials 9.2%
Consumer Cyclical 15.93%
Utilities Services 3.98%
Healthcare Services 9.79%
Energy Services 1.56%
Communication Services 2.29%
Consumer Defensive 5.68%
Real Estate 3.32%
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
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
218.470 9.08% 11,767 cr 0.55% High
Reliance
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap
4768.247 8.88% 45,820 cr 0.78% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
122.899 8.58% 15,911 cr 0.60% Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
39.650 8.27% 4,688 cr 0.42% Below Average
Hdfc
HDFC Mid Cap Fund -Direct Plan - Growth Option
217.978 6.23% 94,745 cr 0.72% Below Average
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


Other plans of Sundaram Mid Cap


Other Equity funds by Sundaram

Data Partner
Click here to visit AMC website and
read all scheme related documents Sundaram Fund