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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Sundaram Mid Cap Fund is ₹1,529.03 as of 2026-08-28.
Sundaram Mid Cap Fund is classified as a Mid Cap fund.
The Assets Under Management (AUM) of Sundaram Mid Cap Fund is ₹14,504.36 Cr.
The expense ratio of Sundaram Mid Cap Fund is 1.85%.
Sundaram Mid Cap Fund is managed by Shalav Saket.
The minimum SIP investment for Sundaram Mid Cap Fund is ₹100.
The exit load for Sundaram Mid Cap Fund is 1%.
As per the SEBI Riskometer, Sundaram Mid Cap Fund carries a Very High risk level.
Sundaram Mid Cap Fund has delivered 12.15% (1Y), 20.03% (3Y) and 18.01% (5Y) annualised returns as of 2026-08-28.
Sundaram Mid Cap Fund was launched on 1996-02-26.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
