Item: Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Mid Cap Direct Plan Transfer of Income Distribution cum Capital Withdrawal

71.014 (1.194%)

NAV on August 18, 2025

Category Equity:
Mid-Cap

Total Assets 12,596 cr

Turnover Ratio 42.36%

Expense Ratio 0.91%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 100

Fund Manager S. Bharath (Since over 4 years) Ratish Varier (Since over 4 years)

ISIN

Fund Family Sundaram

P/E Ratio 29.89

P/B Ratio 4.34

Launch Date January 01, 2013

Benchmark Nifty Midcap 150 TR INR

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	218.620	16.02%	7,802 cr	0.55%	Above Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	117.922	6.90%	11,027 cr	0.39%	Average
Kotak Midcap Fund Direct Growth	157.776	5.57%	57,375 cr	0.38%	Below Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	212.990	5.50%	83,847 cr	0.75%	Below Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4550.997	5.19%	38,581 cr	0.71%	Average
Motilal Oswal Midcap Direct Growth	117.697	4.20%	33,609 cr	0.70%	High