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

66.843 (-0.232%)

NAV on October 30, 2025

Category Equity:
Mid-Cap

Total Assets 12,585 cr

Turnover Ratio 45.68%

Expense Ratio 1.74%

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 4 years) Ratish Varier (Since over 4 years)

ISIN

Fund Family Sundaram

P/E Ratio 29.46

P/B Ratio 4.41

Launch Date July 30, 2002

Benchmark Nifty Midcap 150 TR INR

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	224.940	16.34%	8,518 cr	0.54%	Above Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	222.577	8.85%	84,855 cr	0.72%	Below Average
Kotak Midcap Fund Direct Growth	162.261	8.07%	58,300 cr	0.37%	Below Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	121.377	7.45%	11,731 cr	0.38%	Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	4693.162	6.92%	39,329 cr	0.75%	Average
Motilal Oswal Midcap Direct Growth	120.807	2.31%	34,749 cr	0.71%	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
Edelweiss Mid Cap Fund Direct Plan Growth Option	121.377	7.45%	11,731 cr	0.38%	Average

Sundaram Mid Cap Transfer of Income Distribution cum Capital Withdrawal

previously known as Sundaram Mid Cap DS until April 01, 2021