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Sundaram Mid Cap Fund - (G)

Mid Cap Fund • OPEN
NAV as of May 20, 2026
₹1,432.81
1 day change
Returns since inception
23.22%
CAGR
AUM (Fund size)
₹11,898 Cr
NAV: ₹ 1,432.81
as on May 20, 2026
Sundaram Mid Cap Fund - (G)

Sundaram Mid Cap Fund - (G) Overview

AUM (Fund size) ₹ 11,898 Cr
Expense ratio 1.73 %
Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Midcap 150 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 23 yrs 10 m since Jun 24, 2002
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
8.66%
Industrial Products
8.34%
Auto Components
6.44%
Electrical Equipments
6.13%
Pharmaceuticals & Biotech
5.73%

Top Holdings

Cummins India 4.05%
GE Vernova T&D 3.44%
M & M Fin. Serv. 2.76%
Coromandel Inter 2.64%
Federal Bank 2.27%
Sundaram Liquid Fund - Direct (G) 2.16%
BSE 2.13%
Kalyan Jewellers 2.13%
Marico 2.10%
Lupin 2.10%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Mid Cap Fund - (G) 8.08% 23.47% 19.30%
Abakkus Small Cap Fund - Direct (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (IDCW) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (IDCW) N/A N/A N/A

Scheme Information

Sundaram Mid Cap Fund - (G) was launched on 24/06/2002. The fund manages ₹11,898 Cr in assets. Its current expense ratio is 1.73%.

Fund Manager: S Bharath

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FAQs on Sundaram Mid Cap Fund - (G)

The current expense ratio of Sundaram Mid Cap Fund - (G) is 1.73%.

The AUM of Sundaram Mid Cap Fund - (G) is ₹11,898 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Mid Cap Fund - (G) allows both SIP and lump sum investments.

The latest NAV is ₹1,432.81.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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