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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

1514.068 (-0.220%)
NAV on July 08, 2025
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 12,344 cr
Turnover Ratio 42.36%
Expense Ratio 0.93%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 1.03%
  • 1Y: 7.37%
  • 3M: 16.85%
  • 3Y: 29.36%
  • 6M: 2.83%
  • 5Y: 29.59%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since over 4 years) Ratish Varier (Since over 4 years)
ISIN INF903J01MJ3
Fund Family Sundaram
P/E Ratio 27.89
P/B Ratio 4.18
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 1.46
Beta 0.95
R-Squared 95.83
Info Ratio 0.20
Tracking Err 3.37
Sortino 2.431
Sharpe 1.388
Std Dev 16.041
Risk Average
SECTOR WEIGHTINGS (%)
Financial 18.7%
Industrial 15.78%
Technology 7.06%
Basic Materials 11.49%
Consumer Cyclical 20.33%
Utilities Services 2.03%
Healthcare Services 11.30%
Energy Services 2.22%
Communication Services 2.65%
Consumer Defensive 4.37%
Real Estate 4.06%
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
215.540 16.60% 6,641 cr 0.63% Above Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
119.899 9.58% 10,028 cr 0.40% Average
Motilal
Motilal Oswal Midcap Direct Growth
118.019 8.08% 33,053 cr 0.68% High
Kotak
Kotak Midcap Fund Direct Growth
157.949 6.37% 53,464 cr 0.38% Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
38.127 2.36% 3,776 cr 0.45% Average
Quant
Quant Mid Cap Fund Growth Option Direct Plan
249.014 -10.33% 9,140 cr 0.64% Above Average
Hdfc
HDFC Mid Cap Fund -Direct Plan - Growth Option
217.446 8.41% 79,718 cr 0.77% 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


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