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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Mid Cap Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal

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previously known as Sundaram Mid Cap Dir DR until

70.965 (0.242%)
NAV on September 08, 2025
Category Equity:
Mid-Cap
Investment StyleBox
Large Growth
Total Assets 12,596 cr
Turnover Ratio 45.68%
Expense Ratio 0.93%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 2.18%
  • 1Y: -0.29%
  • 3M: 0.30%
  • 3Y: 21.88%
  • 6M: 17.46%
  • 5Y: 27.03%
Min Investment 100
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ADDITIONAL INFO
Fund Manager S. Bharath (Since over 4 years) Ratish Varier (Since over 4 years)
ISIN INF903J01MI5
Fund Family Sundaram
P/E Ratio 29.89
P/B Ratio 4.34
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 1.62
Beta 0.94
R-Squared 94.95
Info Ratio 0.28
Tracking Err 3.55
Sortino 1.562
Sharpe 0.975
Std Dev 15.208
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 20.4%
Industrial 15.1%
Technology 5.93%
Basic Materials 11.7%
Consumer Cyclical 18.95%
Utilities Services 2.74%
Healthcare Services 12.24%
Energy Services 2.16%
Communication Services 2.45%
Consumer Defensive 4.52%
Real Estate 3.80%
INVESTMENT OBJECTIVE

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

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

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
217.520 11.06% 7,802 cr 0.55% Above Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
117.316 3.16% 11,027 cr 0.39% Average
Kotak
Kotak Midcap Fund Direct Growth
157.405 3.15% 57,375 cr 0.37% Below Average
Motilal
Motilal Oswal Midcap Direct Growth
119.282 2.02% 34,780 cr 0.70% High
Hdfc
HDFC Mid Cap Fund -Direct Plan - Growth Option
211.986 1.71% 83,847 cr 0.74% Below Average
Reliance
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap
4524.116 1.31% 38,581 cr 0.71% 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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