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

74.479 (0.240%)

NAV on January 07, 2026

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 13,345 cr

Turnover Ratio 45.68%

Expense Ratio 0.90%

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

Returns

Min Investment 100

Fund Manager S. Bharath (Since almost 5 years) Ratish Varier (Since almost 5 years)

ISIN

Fund Family Sundaram

P/E Ratio 30.82

P/B Ratio 4.42

Launch Date January 01, 2013

Benchmark Nifty Midcap 150 TR INR

Financial 22.78%

Industrial 15.02%

Technology 6.5%

Basic Materials 10.09%

Consumer Cyclical 16.9%

Utilities Services 2.46%

Healthcare Services 10.96%

Energy Services 2.23%

Communication Services 2.65%

Consumer Defensive 6.47%

Real Estate 3.93%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HDFC Mid Cap Fund -Direct Plan - Growth Option	226.959	9.58%	92,169 cr	0.71%	Below Average
Invesco India Mid Cap Fund Direct Plan Growth Option	223.020	8.43%	10,006 cr	0.54%	Above Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4724.710	6.65%	42,124 cr	0.73%	Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	123.932	6.44%	13,196 cr	0.40%	Average
Motilal Oswal Midcap Direct Growth	114.927	-9.07%	38,003 cr	0.72%	High