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

77.096 (-0.361%)

NAV on July 16, 2026

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 14,026 cr

Turnover Ratio 45.68%

Expense Ratio 0.88%

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 5 years) Shalav Saket (Since 7 months)

ISIN

Fund Family Sundaram

P/E Ratio 33.17

P/B Ratio 4.83

Launch Date January 01, 2013

Benchmark Nifty Midcap 150 TR INR

Financial 23.43%

Industrial 20.54%

Technology 8.31%

Basic Materials 8.67%

Consumer Cyclical 14.64%

Utilities Services 2.43%

Healthcare Services 10.84%

Energy Services 1.37%

Communication Services 1.25%

Consumer Defensive 5.19%

Real Estate 3.33%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	240.920	9.33%	13,767 cr	0.49%	High
Mahindra Manulife Mid Cap Fund Direct Growth	41.719	8.71%	5,076 cr	0.42%	Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4967.790	8.06%	49,169 cr	0.62%	Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	127.373	6.57%	17,748 cr	0.48%	Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	229.588	4.96%	100,858 cr	0.73%	Low