Item: Sundaram Mid Cap Transfer of Income Distribution cum Capital Withdrawal
Rating: 2
Author: Morningstar

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

58.699 (-2.293%)

NAV on March 30, 2026

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 13,235 cr

Turnover Ratio 45.68%

Expense Ratio 1.73%

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 3 months)

ISIN

Fund Family Sundaram

P/E Ratio 30.27

P/B Ratio 4.27

Launch Date July 30, 2002

Benchmark Nifty Midcap 150 TR INR

Financial 21.96%

Industrial 16.8%

Technology 6.92%

Basic Materials 10.0%

Consumer Cyclical 16.16%

Utilities Services 2.83%

Healthcare Services 10.26%

Energy Services 2.15%

Communication Services 2.80%

Consumer Defensive 6.47%

Real Estate 3.65%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HDFC Mid Cap Fund -Direct Plan - Growth Option	199.417	4.56%	94,257 cr	0.76%	Below Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	108.429	3.77%	14,355 cr	0.46%	Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4201.948	3.62%	43,983 cr	0.72%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	189.600	3.52%	10,772 cr	0.54%	High
Motilal Oswal Midcap Direct Growth	92.957	-12.14%	33,689 cr	0.82%	High