Sundaram Mid Cap Fund Direct Growth
- Fund size
- ₹13,459 Cr
- Launched
- 2 Jan 2013
- Volatility (3Y)
- 15.9%
- Worst fall (5Y)
- -20.7%
NAV history
Returns
| Period | Return | Type |
|---|---|---|
| 1 month | -6.41% | Absolute |
| 6 months | +9.42% | Absolute |
| 1 year | +2.35% | CAGR |
| 3 years | +16.78% | CAGR |
| 5 years | +15.49% | CAGR |
| 10 years | +13.70% | CAGR |
| Since launch | +17.26% | CAGR · from 2 Jan 2013 |
CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.
If you had started a ₹10,000 SIP
- Invested
- ₹3,60,000
- Value today
- ₹3,98,878
- XIRR
- +7.11%
- Invested
- ₹6,00,000
- Value today
- ₹8,72,159
- XIRR
- +15.37%
Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.
Top holdings
As of Aug 2026 · 76 holdings · top 10 = 23.1%| Company | Sector | Weight |
|---|---|---|
| Mahindra & Mahindra Financial Services | Financial Services | 2.94% |
| Kalyan Jewellers India | Consumer Discretionary | 2.61% |
| Cummins India | Industrials | 2.48% |
| The Federal Bank | Financial Services | 2.47% |
| Coforge | IT | 2.24% |
| Coromandel International | Materials | 2.22% |
| IDFC First Bank | Financial Services | 2.21% |
| GE Vernova T&D India | Industrials | 2.09% |
| Max Financial Services | Financial Services | 1.91% |
| IndusInd Bank | Financial Services | 1.88% |
| BSE | Financial Services | 1.88% |
| Suzlon Energy | Industrials | 1.85% |
| Sona Blw Precision Forgings | Automobiles | 1.84% |
| Ashok Leyland | Consumer Staples | 1.83% |
| Marico | Consumer Staples | 1.82% |
About this fund
A mid cap fund invests at least 65% of its assets in companies ranked 101st to 250th by market capitalisation — businesses past the start-up stage with room to grow, and more volatile than large caps.
SEBI category: Equity Scheme - Mid Cap Fund · ISIN INF903J01MJ3
Other mid cap funds
Is this fund right for you?
Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.
Book a free 30-min call →Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.