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

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

66.015 (0.726%)

NAV on May 19, 2026

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 13,378 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 5 months)

ISIN

Fund Family Sundaram

P/E Ratio 32.05

P/B Ratio 4.55

Launch Date July 30, 2002

Benchmark Nifty Midcap 150 TR INR

Financial 22.15%

Industrial 17.74%

Technology 8.35%

Basic Materials 9.2%

Consumer Cyclical 15.93%

Utilities Services 3.98%

Healthcare Services 9.79%

Energy Services 1.56%

Communication Services 2.29%

Consumer Defensive 5.68%

Real Estate 3.32%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	220.340	9.43%	11,767 cr	0.55%	High
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4806.230	9.34%	45,820 cr	0.78%	Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	123.770	9.04%	15,911 cr	0.60%	Average
Mahindra Manulife Mid Cap Fund Direct Growth	39.891	8.52%	4,688 cr	0.42%	Below Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	219.799	6.85%	94,745 cr	0.72%	Below Average