
Sundaram Mid Cap Fund(G)-Direct Plan
+17.17%
5Y annualised
+17.17%
5Y annualised
-0.51% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹1649.39
Min. SIP amount
₹100
Fund size (AUM)
14504 Cr
Expense ratio
0.92%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 09 Sep 2026
₹1649.39
Min. SIP amount
₹100
Fund size (AUM)
14504 Cr
Expense ratio
0.92%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
10.01%
Mid Cap
70.37%
Small Cap
14.83%
Others
4.79%
Sector Allocation
Finance
12.34%
Automobile & Ancillaries
12.08%
Healthcare
9.91%
Bank
9.52%
It
8.04%
Capital Goods
6.83%
Fmcg
5.26%
Chemicals
4.15%
Others
31.86%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
S. Bharath
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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Bandhan Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
FAQs
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