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

71.205 (-0.604%)

NAV on March 06, 2026

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 12,917 cr

Turnover Ratio 45.68%

Expense Ratio 0.87%

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

Returns

Min Investment 100

Fund Manager S. Bharath (Since about 5 years) Shalav Saket (Since 2 months)

ISIN

Fund Family Sundaram

P/E Ratio 29.98

P/B Ratio 4.19

Launch Date January 01, 2013

Benchmark Nifty Midcap 150 TR INR

Financial 23.45%

Industrial 15.63%

Technology 6.56%

Basic Materials 10.35%

Consumer Cyclical 15.81%

Utilities Services 2.79%

Healthcare Services 10.37%

Energy Services 2.15%

Communication Services 2.65%

Consumer Defensive 6.40%

Real Estate 3.84%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	208.550	19.40%	10,058 cr	0.54%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	118.482	19.24%	13,802 cr	0.42%	Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4603.077	19.08%	41,727 cr	0.74%	Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	215.237	16.87%	92,187 cr	0.74%	Below Average
Motilal Oswal Midcap Direct Growth	99.694	-3.39%	34,432 cr	0.77%	High

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Mid-cap Fund Plan B (Direct) Growth Option	17.835	27.39%	92 cr	1.6%	Below Average
HSBC Midcap Fund Direct Plan Growth	445.970	22.55%	12,175 cr	0.65%	High
Invesco India Mid Cap Fund Direct Plan Growth Option	208.550	19.40%	10,058 cr	0.54%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	118.482	19.24%	13,802 cr	0.42%	Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4603.077	19.08%	41,727 cr	0.74%	Average
Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option	123.610	16.53%	2,282 cr	0.54%	Low
Mahindra Manulife Mid Cap Fund Direct Growth	38.012	15.96%	4,267 cr	0.46%	Average