Invest
Features
Log in
Sign up
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
Invest
Explore
Mutual Funds
Fixed Deposit
Stocks
SaveSmart
Features
Calculators
Set a goal
TradeSmart
Family Account
Tax Harvesting
Save Taxes
Consolidate
About
Blog
Log in
Sign up
Terms
●
Privacy Policy
>
Home
>
Explore
>
Mutual Funds
>
Sundaram Mid Cap Growth Direct Plan
Equity
Mid Cap Fund
Sundaram Mid Cap Growth Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹100
Invest now
Add to cart
Sundaram Mid Cap Growth Direct Plan
NAV
₹1,233.9572
+0.86%
(10 May)
AUM
10,732 Cr
TER
0.87%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
Quant Mid Cap (G)
Motilal Oswal Midcap (...
Nippon India Growth Fu...
Sundaram Mid Cap (G)
HDFC Mid Cap Opportuni...
Category Average
1Y
+66.0%
+56.0%
+53.9%
+52.3%
+51.4%
+47.4%
3Y
+34.7%
+36.6%
+29.5%
+26.6%
+29.0%
+23.8%
5Y
+35.3%
+28.6%
+26.8%
+21.6%
+25.6%
+23.3%
ALL
+20.1%
+24.2%
+19.1%
+18.9%
+21.7%
+17.9%
VOL
15.0%
17.5%
16.7%
16.5%
15.7%
-
TER
0.6%
0.6%
0.8%
0.9%
0.8%
-
AUM
₹6,920 Cr
₹8,987 Cr
₹26,822 Cr
₹10,732 Cr
₹60,418 Cr
-
INFO
1.34
1.38
1.15
1.15
1.38
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 31st Mar
Top holdings
Cummins India Ltd
3.6%
Kalyan Jewellers India Ltd
3.5%
The Federal Bank Ltd
3.4%
Tube Investments of India Ltd Ordinary Shares
3.3%
Power Finance Corp Ltd
3.2%
Trent Ltd
3.0%
Treps
2.8%
Fortis Healthcare Ltd
2.5%
Zydus Lifesciences Ltd
2.4%
REC Ltd
2.3%
Top industry exposure
Financial Services
22.5%
Industrials
20.3%
Consumer Cyclical
17.8%
Healthcare
11.5%
Basic Materials
7.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
44%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Fund manager(s)
S. Bharath
Ratish Varier
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time