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Mutual Funds

Sundaram Mid Cap Fund

Su

Sundaram Mid Cap Fund

Mid CapRank #35
4/5

NAV (2026-07-14)

1487.86

AUM

₹14,026.07 Cr

Exp. Ratio: 1.87%

RISK LEVEL

Very High

Returns & Performance

1 Year7.59%1.35% vs cat avgRank #16
3 Year20.94%2.17% vs cat avgRank #8
5 Year17.84%1.68% vs cat avgRank #8
Since Launch23.24%--

Fund vs Category Average

1Y
7.59%+1.35%
3Y
20.94%+2.17%
5Y
17.84%+1.68%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period

Cons

Higher expense ratio (1.87%)
1Y category rank outside top 15 (#16)
Overall rank #35 in category
ISININF903J01173
NAV₹1487.86
NAV Date2026-07-14
AUM₹14,026.07 Cr
Expense Ratio1.87%
RiskVery High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Shalav Saket

MBA, B-Tech, CFA

Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.

Top Holdings

Holdings data not available for this scheme