Sundaram Mid Cap Fund

Mid CapDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Sundaram Mid Cap Fund is a Mid Cap fund run by Sundaram Mutual Fund. On 30-09-2026, it managed ₹13,854 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 16.4% a year and its Regular plan returned 15.4% a year. Its benchmark, Nifty Midcap 150 TRI, returned 13.8% a year over the same 3 years.

NAV (Direct plan): ₹1,508.12; ▼ 1.02%30-10-2026
NAV (Regular plan): ₹1,366.60; ▼ 1.02%30-10-2026
Expense ratio: 1.06%Direct1.87%Regular; 1.06%; A year
Riskometer: Very High; Set by the fund house
3 year return: 16.4%Direct15.4%Regular; 16.4%; A year

Sundaram Mid Cap Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹1,508.12 (down 1.02% that day); Regular Plan Growth ₹1,366.60 (down 1.02% that day).

This fund (Direct plan)

₹1,508.1232

Sundaram Mid Cap Fund Returns vs Nifty Midcap 150 TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−3.35%	−9.04%	−3.11%	−4.58%	+16.41%	+15.07%	+13.18%
This fund (Regular)	−3.41%	−9.22%	−3.50%	−5.37%	+15.44%	+14.09%	+12.28%
Nifty Midcap 150 TRI	−3.69%	−8.46%	−3.95%	−4.37%	+13.82%	+13.84%	+15.65%
Mid Cap average	−3.36%	−6.03%	−0.14%	−2.17%	+14.75%	+12.95%	+14.07%
Best in Mid Cap	−0.88%	−2.09%	+6.81%	+9.56%	+21.77%	+17.38%	+18.35%
Worst in Mid Cap	−5.08%	−10.11%	−5.44%	−14.14%	+8.47%	+9.04%	+7.45%
Rank in Mid Cap	19/34	31/33	27/33	26/31	9/29	4/22	11/17

Category rows compare the Direct plans of 34 Mid Cap funds. Rank 1 is the highest return.

Sundaram Mid Cap Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty Midcap 150 TRI
2026to date	−4.19%	−4.85%	−4.97%
2025	+4.96%	+4.09%	+5.98%
2024	+33.13%	+32.01%	+24.46%
2023	+41.52%	+40.35%	+44.61%
2022	+5.82%	+4.84%	+3.91%
2021	+38.60%	+37.49%	+48.16%

Sundaram Mid Cap Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 2,666 periods, one for each trading day from 04-01-2016 to 30-10-2026.

−10%0%10%20%30%40%50%

Nov 2013
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025

Sundaram Mid Cap Fund (Direct)Nifty Midcap 150 TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	3,154	14.6%	−33.4%	100.7%	15%	13.0%	36%
2 years	2,912	20.6%	−20.7%	63.6%	12%	18.8%	27%
3 years	2,666	20.8%	−10.5%	43.4%	8%	22.1%	29%
5 years	2,173	15.7%	−0.9%	33.5%	0%	19.3%	13%
7 years	1,684	15.3%	9.7%	21.6%	0%	19.6%	0%
10 years	941	16.9%	12.9%	21.5%	0%	18.0%	0%

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	154	16.7%	−47.5%	113.2%	18%	14.1%	36%
2 years	142	19.2%	−29.9%	66.3%	15%	14.2%	29%
3 years	130	21.5%	−22.3%	40.8%	11%	21.7%	29%
5 years	106	16.7%	−9.3%	34.6%	5%	22.0%	31%
7 years	82	15.2%	1.3%	26.5%	0%	23.2%	0%
10 years	46	17.8%	13.6%	21.2%	0%	--	--

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty Midcap 150 TRI over the same days. Past returns do not promise future returns.

Sundaram Mid Cap Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Sundaram Mid Cap Fund (Direct)This fund	Nifty Midcap 150 TRI
Return (CAGR)	−4.58%	−4.37%
Standard deviation	15.88%	16.59%
Sharpe ratio	-0.62	-0.58
Sortino ratio	-0.84	-0.78
Maximum drawdown	−13.1% (23-10-2026)	−13.9% (30-03-2026)
Beta	0.94	1.00
Alpha	−0.77%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Mid Cap Fund (Direct)This fund	Nifty Midcap 150 TRI
Return (CAGR)	+16.41%	+13.82%
Standard deviation	15.80%	17.08%
Sharpe ratio	0.66	0.46
Sortino ratio	0.89	0.61
Maximum drawdown	−20.7% (28-02-2025)	−20.9% (28-02-2025)
Beta	0.91	1.00
Alpha	+3.32%	0.00%

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Mid Cap Fund (Direct)This fund	Nifty Midcap 150 TRI
Return (CAGR)	+15.07%	+13.84%
Standard deviation	15.57%	16.72%
Sharpe ratio	0.60	0.48
Sortino ratio	0.80	0.64
Maximum drawdown	−20.7% (28-02-2025)	−20.9% (28-02-2025)
Beta	0.91	1.00
Alpha	+1.95%	0.00%

From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Mid Cap Fund (Direct)This fund	Nifty Midcap 150 TRI
Return (CAGR)	+13.18%	+15.65%
Standard deviation	16.41%	17.54%
Sharpe ratio	0.47	0.58
Sortino ratio	0.62	0.77
Maximum drawdown	−44.3% (23-03-2020)	−43.1% (23-03-2020)
Beta	0.91	1.00
Alpha	−1.54%	0.00%

From daily NAVs, 28-10-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Sundaram Mid Cap Fund (Direct)This fund	Nifty Midcap 150 TRI
Return (CAGR)	+16.92%	+17.35%
Standard deviation	16.29%	17.31%
Sharpe ratio	0.67	0.69
Sortino ratio	0.89	0.91
Maximum drawdown	−44.3% (23-03-2020)	−43.1% (23-03-2020)

From daily NAVs, 02-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−50%−40%−30%−20%−10%0%

2014201620182020202220242026

Sundaram Mid Cap Fund (Direct)Nifty Midcap 150 TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Sundaram Mid Cap Fund (Direct)	−44.3%	08-01-2018	23-03-2020	08-01-2021	10 months	−10.8%
Nifty Midcap 150 TRI	−43.1%	08-01-2018	23-03-2020	23-11-2020	8 months	−10.5%

From the Direct plan's daily NAV since 02-01-2013, adjusted for unit splits, and Nifty Midcap 150 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Sundaram Mid Cap Fund vs Other Mid Cap Funds

The five Mid Cap funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Invesco India Mid cap Fund	1/29	15,749	0.77%	−0.48%	+21.77%	+8.73%	0.93	0.92	1.29	Compare
HSBC Midcap Fund	2/29	16,800	1.11%	+9.56%	+21.64%	+7.52%	1.04	0.83	1.12	Compare
WhiteOak Capital Mid Cap Fund	3/29	7,540	0.93%	+3.63%	+20.42%	+7.68%	0.90	0.91	1.24	Compare
ICICI Prudential Mid Cap Fund	4/29	7,961	1.10%	+0.90%	+19.38%	+5.47%	1.01	0.75	1.01	Compare
Edelweiss Mid Cap Fund	5/29	19,230	0.68%	−1.99%	+18.99%	+5.58%	0.95	0.78	1.06	Compare
Sundaram Mid Cap Fund	9/29	13,854	1.06%	−4.58%	+16.41%	+3.32%	0.91	0.66	0.89

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

Sundaram Mid Cap Fund Expense Ratio and Costs

What each plan charges a year, in force from 13-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Mid Cap median	Cost rank (1 = cheapest)
Direct	0.76%	0.05%	0.00%	0.25%	1.06%	0.95%	21/34
Regular	1.46%	0.05%	0.00%	0.36%	1.87%	2.02%	9/34

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Mid Cap funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−5.37%	−4.58%	0.79%	₹94,630	₹95,420
3 years	15.44%	16.41%	0.97% a year	₹1,53,840	₹1,57,751
5 years	14.09%	15.07%	0.98% a year	₹1,93,303	₹2,01,749
10 years	12.28%	13.18%	0.90% a year	₹3,18,437	₹3,44,903

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Sundaram Mid Cap Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planSundaram Mid Cap Fund (Direct)	₹16,60,000	₹55,91,372	₹39,31,372	16.2%
Regular planSundaram Mid Cap Fund (Regular)	₹16,60,000	₹52,05,020	₹35,45,020	15.3%
Category averageCategory average, 34 Mid Cap funds	₹16,60,000	₹59,73,885	₹43,13,885	17.0%

₹0₹20.0 L₹40.0 L₹60.0 L₹80.0 L

2014201620182020202220242026

Direct planSundaram Mid Cap Fund (Direct)Regular planSundaram Mid Cap Fund (Regular)Category averageCategory average, 34 Mid Cap fundsAmount invested

From each plan's published NAV (Growth option) and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Sundaram Mid Cap Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

95.6%Equity

Asset	Fund	Category
Equity	95.6%	95.4%
Cash and others	4.4%	4.0%

Market cap of stocks

Market cap	Fund	Category
Large Cap	13.4%	11.8%
Mid Cap	66.0%	66.9%
Small Cap	15.9%	15.1%
Not on AMFI's list	0.3%	1.7%

Share of the whole fund. Category: the average of the Mid Cap funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Sundaram Mid Cap Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Banks9.4%
Industrial Products6.6%
Capital Markets6.3%
Consumer Durables6.1%
Auto Components6.1%
Pharmaceuticals & Biotechnology6.1%
Electrical Equipment5.6%
Finance5.3%
Healthcare Services4.2%
Retailing4.0%

The ten largest of 32 sectors. The other 22 add up to 35.9%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Banks	9.5%	9.6%	9.4%	−0.1%
Industrial Products	6.7%	6.7%	6.6%	−0.1%
Capital Markets	6.7%	6.3%	6.3%	−0.4%
Consumer Durables	6.3%	6.7%	6.1%	−0.2%
Auto Components	5.8%	6.2%	6.1%	+0.3%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Sundaram Mid Cap Fund Portfolio Holdings

As on 30-09-2026 · 74 holdings · from the fund house's monthly portfolio

Holdings	Sector / Rating	Weight%	1M change
Mahindra & Mahindra Financial Services Ltd	Finance	2.74%	0.0%
Kalyan Jewellers India Ltd	Consumer Durables	2.58%	0.0%
Cummins India Ltd	Industrial Products	2.39%	−3.5%
The Federal Bank Ltd	Banks	2.36%	0.0%
IDFC First Bank Ltd	Banks	2.25%	0.0%
Thermax Ltd	Electrical Equipment	2.20%	+33.1%
Coforge Ltd	It - Software	2.02%	−4.8%
Sona BLW Precision Forgings Ltd	Auto Components	2.02%	0.0%
The Phoenix Mills Ltd	Realty	1.96%	0.0%
Coromandel International Ltd	Fertilizers & Agrochemicals	1.91%	−13.4%
Marico Ltd	Agricultural Food & Other Products	1.87%	0.0%
Jindal Steel & Power Ltd	Ferrous Metals	1.83%	+5.7%
IndusInd Bank Ltd	Banks	1.82%	+1.8%
AU Small Finance Bank Ltd	Banks	1.82%	0.0%
Max Financial Services Ltd	Insurance	1.79%	0.0%
BSE Ltd	Capital Markets	1.76%	−7.3%
Ashok Leyland Ltd	Agricultural, Commercial & Construction Vehicles	1.75%	+1.6%
Lupin Ltd	Pharmaceuticals & Biotechnology	1.75%	0.0%
GE Vernova T and D India Ltd	Electrical Equipment	1.74%	−17.9%
Dr Lal Path Labs Ltd	Healthcare Services	1.69%	0.0%
Gland Pharma Ltd	Pharmaceuticals & Biotechnology	1.66%	−5.4%
Suzlon Energy Ltd	Electrical Equipment	1.65%	0.0%
TVS Motor Company Ltd	Automobiles	1.60%	0.0%
Polycab India Ltd	Industrial Products	1.59%	0.0%
FSN E–Commerce Ventures Ltd(NYKAA)	Retailing	1.56%	0.0%
One 97 Communications Ltd	Financial Technology (Fintech)	1.54%	0.0%
Fortis Health Care Ltd	Healthcare Services	1.50%	0.0%
Jubilant Foodworks Ltd	Leisure Services	1.50%	0.0%
360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)	Capital Markets	1.49%	0.0%
Motilal Oswal Financial Services Ltd	Capital Markets	1.45%	+11.5%
Mankind Pharma Ltd	Pharmaceuticals & Biotechnology	1.44%	+32.5%
LG Electronics India Ltd	Consumer Durables	1.42%	0.0%
Delhivery Ltd	Transport Services	1.41%	0.0%
Tata Capital Ltd	Finance	1.35%	+0.4%
Sundaram Liquid Fund - Direct Growth		1.32%
Tube Investments of India Ltd	Auto Components	1.31%	0.0%
L&T Technology Services Ltd	It - Services	1.26%	0.0%
Swiggy Ltd	Retailing	1.25%	+39.7%
TVS Holdings Ltd	Finance	1.22%	−3.3%
JK Cement Ltd	Cement & Cement Products	1.22%	0.0%
Alkem Laboratories Ltd	Pharmaceuticals & Biotechnology	1.21%	0.0%
Info Edge (India) Ltd	Retailing	1.20%	+62.6%
Hindustan Petroleum Corporation Ltd	Petroleum Products	1.19%	0.0%
Dixon Technologies (India) Ltd	Consumer Durables	1.12%	−8.7%
Indian Bank	Banks	1.12%	0.0%
Torrent Power Ltd	Power	1.08%	0.0%
Kirloskar Oil Engines Ltd	Industrial Products	1.05%	+3.4%
Schaeffler India Ltd	Auto Components	1.04%	0.0%
JSW Energy Ltd	Power	1.02%	+5.3%
Amber Enterprises India Ltd	Consumer Durables	1.01%	+0.2%
Bharat Electronics Ltd	Aerospace & Defense	1.01%	−19.6%
Radico Khaitan Ltd	Beverages	1.00%	+28.3%
Persistent Systems Ltd	It - Software	0.99%	0.0%
Prestige Estates Projects Ltd	Realty	0.98%	0.0%
ZF Commercial Vehicle Control Systems I Ltd	Auto Components	0.93%	−12.7%
APL Apollo Tubes Ltd	Industrial Products	0.89%	−6.7%
National Aluminium Company Ltd	Non - Ferrous Metals	0.84%	0.0%
Nippon Life India Asset Management Ltd	Capital Markets	0.81%	0.0%
UNO Minda Ltd	Auto Components	0.81%	0.0%
Devyani international limited	Leisure Services	0.80%	0.0%
Emami Ltd	Personal Products	0.80%	+3.5%
Billionbrains Garage Ventures Ltd	Capital Markets	0.79%	0.0%
PB Fintech Ltd	Financial Technology (Fintech)	0.72%	−28.5%
Grindwell Norton Ltd	Industrial Products	0.71%	−0.8%
Deepak Nitrite Ltd	Chemicals & Petrochemicals	0.70%	0.0%
Indegene Limited	Healthcare Services	0.67%	0.0%
Chalet Hotels Ltd	Leisure Services	0.63%	−6.3%
Bharti Hexacom Ltd	Telecom - Services	0.60%	0.0%
Kirloskar Ferrous Ind Ltd	Ferrous Metals	0.58%	+13.7%
Fractal Analytics Ltd	It - Software	0.51%	0.0%
JSW Infrastructure Ltd	Transport Infrastructure	0.43%	−6.8%
PI Industries Ltd	Fertilizers & Agrochemicals	0.38%	−9.8%
Manipal Health Enterprises Ltd	Healthcare Services	0.35%	−15.3%
TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share) 09-Dec-2027	Automobiles	Not available

Sundaram Mid Cap Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

Cummins India Ltd	Reduced	−3.5%	2.39%
Coforge Ltd	Reduced	−4.8%	2.02%
Coromandel International Ltd	Reduced	−13.4%	1.91%
Thermax Ltd	Added	+33.1%	2.20%
GE Vernova T and D India Ltd	Reduced	−17.9%	1.74%
IndusInd Bank Ltd	Added	+1.8%	1.82%
BSE Ltd	Reduced	−7.3%	1.76%
Jindal Steel & Power Ltd	Added	+5.7%	1.83%
Ashok Leyland Ltd	Added	+1.6%	1.75%
Gland Pharma Ltd	Reduced	−5.4%	1.66%
PB Fintech Ltd	Reduced	−28.5%	0.72%
Motilal Oswal Financial Services Ltd	Added	+11.5%	1.45%
Mankind Pharma Ltd	Added	+32.5%	1.44%
Tata Capital Ltd	Added	+0.4%	1.35%
Dixon Technologies (India) Ltd	Reduced	−8.7%	1.12%
TVS Holdings Ltd	Reduced	−3.3%	1.22%
Bharat Electronics Ltd	Reduced	−19.6%	1.01%
Swiggy Ltd	Added	+39.7%	1.25%
Info Edge (India) Ltd	Added	+62.6%	1.20%
Amber Enterprises India Ltd	Added	+0.2%	1.01%
ZF Commercial Vehicle Control Systems I Ltd	Reduced	−12.7%	0.93%
Kirloskar Oil Engines Ltd	Added	+3.4%	1.05%
JSW Energy Ltd	Added	+5.3%	1.02%
Radico Khaitan Ltd	Added	+28.3%	1.00%
APL Apollo Tubes Ltd	Reduced	−6.7%	0.89%
Emami Ltd	Added	+3.5%	0.80%
Grindwell Norton Ltd	Reduced	−0.8%	0.71%
Chalet Hotels Ltd	Reduced	−6.3%	0.63%
Kirloskar Ferrous Ind Ltd	Added	+13.7%	0.58%
JSW Infrastructure Ltd	Reduced	−6.8%	0.43%
Manipal Health Enterprises Ltd	Reduced	−15.3%	0.35%
PI Industries Ltd	Reduced	−9.8%	0.38%
Berger Paints (I) Ltd	Sold out	−100%	was 0.38%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Sundaram Mid Cap Fund bought and sold

Sundaram Mid Cap Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Bandhan Nifty Midcap 150 Index FundIndex · Bandhan	43.0%	50	Compare
Edelweiss Mid Cap FundMid Cap · Edelweiss	42.2%	41	Compare
Motilal Oswal Nifty Midcap 100 ETFETF · Motilal Oswal	41.1%	37	Compare
LIC Mf NIFTY Midcap 100 ETFETF · LIC	41.0%	37	Compare
ITI Mid Cap FundMid Cap · ITI	40.9%	35	Compare
Union Midcap FundMid Cap · Union	40.5%	38	Compare
Kotak Nifty Midcap 150 Index FundIndex · Kotak Mahindra	39.9%	48	Compare
Tata NIFTY Midcap 150 Index FundIndex · Tata	39.6%	48	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Sundaram Mid Cap Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.06%
Expense ratio (Regular): 1.87%
Category: Mid Cap
Risk: Very High
Benchmark: Nifty Midcap 150 TRI
Launch date: 01-07-2002
Minimum investment: ₹100
Minimum additional investment: ₹100
AUM: ₹13,854.06 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 119581
ISIN (Direct): INF903J01MJ3
Scheme code (Regular): 101539
ISIN (Regular): INF903J01173
NAV history: From 02-01-2013, 13.8 years

Exit load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 %, if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.

Tax on Sundaram Mid Cap Fund returns

Sundaram Mid Cap Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹1,508.1232	30-10-2026
direct	Income Distribution Cum Capital Withdrawal IDCW	₹66.0464	30-10-2026
regular	Growth	₹1,366.6016	30-10-2026
regular	Income Distribution Cum Capital Withdrawal IDCW	₹58.9803	30-10-2026

About Sundaram Mid Cap Fund

Sundaram Mid Cap Fund is a mutual fund from Sundaram Mutual Fund. Its category is Mid Cap. It was launched on 01-07-2002. Its benchmark is Nifty Midcap 150 TRI. At the end of September 2026 it held 74 securities.

Fund Manager

S Bharath
Fund manager of Sundaram Mid Cap Fund, since 24-02-2021
Shalav Saket
Fund manager of Sundaram Mid Cap Fund, since 24-02-2021

See all funds of Sundaram Mutual Fund

AUM change

September 2026: ₹13,854.06 Cr; −6.79% from August 2026
August 2026: ₹14,863.43 Cr; +2.48% from July 2026
July 2026: ₹14,504.36 Cr; +3.41% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Sundaram Mid Cap Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Sundaram Mid Cap vs Invesco India Mid capMid Cap
Sundaram Mid Cap vs HSBC MidcapMid Cap
Sundaram Mid Cap vs WhiteOak Capital Mid CapMid Cap
Sundaram Mid Cap vs ICICI Prudential Mid CapMid Cap
Sundaram Mid Cap vs Edelweiss Mid Cap42.2% overlap
Sundaram Mid Cap vs Bandhan Nifty Midcap 150 Index43.0% overlap
Sundaram Mid Cap vs Motilal Oswal Nifty Midcap 100 ETF41.1% overlap
Sundaram Mid Cap vs LIC Mf NIFTY Midcap 100 ETF41.0% overlap

Compare with any other fund

Frequently Asked Questions for Sundaram Mid Cap Fund

What is the current NAV of Sundaram Mid Cap Fund?

The Direct plan NAV is ₹1,508.1232. The Regular plan NAV is ₹1,366.6016, as on 30-10-2026.

What are the returns of Sundaram Mid Cap Fund?

The Direct plan returned −4.58% in 1 year, +16.41% a year over 3 years, +15.07% a year over 5 years. The Regular plan returned −5.37% in 1 year, +15.44% a year over 3 years, +14.09% a year over 5 years. These figures are as on 30-10-2026.

What is the expense ratio of Sundaram Mid Cap Fund?

The Direct plan charges 1.06% a year. The Regular plan charges 1.87% a year. This is the figure the fund house reported to AMFI, in force from 13-10-2026.

What is the AUM of Sundaram Mid Cap Fund?

Sundaram Mid Cap Fund managed ₹13,854.06 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Sundaram Mid Cap Fund?

At the end of September 2026 the largest holdings were M&MFIN (2.74%), KALYANKJIL (2.58%), CUMMINSIND (2.39%), FEDERALBNK (2.36%), IDFCFIRSTB (2.25%). The fund held 74 securities in all.

What did Sundaram Mid Cap Fund buy and sell in September 2026?

It sold out of 1: Berger Paints (I) Ltd. It added shares in 15. It reduced 17.

How do I invest in Sundaram Mid Cap Fund?

Through Sundaram Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.

Who is the fund manager of Sundaram Mid Cap Fund?

S Bharath (since 24-02-2021), Shalav Saket (since 24-02-2021).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.