Sundaram Mid Cap Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

Scheme Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Scheme Details

Fund manager(s) – S Bharath , Ratish Varier
Launch date – 02-Jan-2013
Expense ratio – 0.93% as declared on 31-Jul-2025 (category average is 0.74%)
Benchmark - Nifty Midcap 150 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Mid Cap Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

12501.03

0.00

0.00%

Aug - 2025	12501.03	0.00%
Jul - 2025	12595.54	0.00%
Jun - 2025	12818.10	0.00%
May - 2025	12344.49	0.00%
Apr - 2025	11690.15	0.00%
Mar - 2025	11332.71	0.00%
Feb - 2025	10450.74	0.00%
Jan - 2025	11638.05	0.00%

2024

12619.32

0.00

0.00%

Dec - 2024	12619.32	0.00	0.00%
Nov - 2024	12425.29	0.00	0.00%
Oct - 2024	12350.49	0.00	0.00%
Sep - 2024	13129.32	0.00	0.00%
Aug - 2024	12713.29	0.00	0.00%
Jul - 2024	12465.38	0.00	0.00%
Jun - 2024	11820.86	0.00	0.00%
May - 2024	11017.41	328343.99	3.36%
Apr - 2024	10732.06	316423.94	3.39%
Mar - 2024	10269.46	297292.13	3.45%
Feb - 2024	10262.08	295758.18	3.47%
Jan - 2024	10112.24	290297.33	3.48%

2023

9880.35

281345.43

3.51%

Dec - 2023	9880.35	281345.43	3.51%
Nov - 2023	9293.43	264218.94	3.52%
Oct - 2023	8477.71	241237.72	3.51%
Sep - 2023	8777.42	245486.91	3.58%
Aug - 2023	8617.55	239421.46	3.60%
Jul - 2023	8358.16	229866.21	3.64%
Jun - 2023	7975.51	218109.35	3.66%
May - 2023	7549.20	204483.29	3.69%
Apr - 2023	7217.45	192569.02	3.75%
Mar - 2023	6981.35	183403.31	3.81%
Feb - 2023	7048.79	183028.61	3.85%
Jan - 2023	7101.57	182996.48	3.88%

2022

7320.30

184722.99

3.96%

Dec - 2022	7320.30	184722.99	3.96%
Nov - 2022	7474.48	186268.86	4.01%
Oct - 2022	7472.63	181746.73	4.11%
Sep - 2022	7413.01	177758.59	4.17%
Aug - 2022	7514.61	176946.61	4.25%
Jul - 2022	7156.09	167332.87	4.28%
Jun - 2022	6444.48	149724.92	4.30%
May - 2022	6705.02	154759.05	4.33%
Apr - 2022	7126.79	161161.00	4.42%
Mar - 2022	7123.37	158751.76	4.49%
Feb - 2022	6933.32	151140.28	4.59%
Jan - 2022	7212.51	157477.52	4.58%

2021

7352.26

156715.88

4.69%

Dec - 2021	7352.26	156715.88	4.69%
Nov - 2021	6754.83	151037.17	4.47%
Oct - 2021	6916.34	152756.83	4.53%
Sep - 2021	7007.29	151197.63	4.63%
Aug - 2021	6925.99	146144.10	4.74%
Jul - 2021	6783.54	142315.58	4.77%
Jun - 2021	6564.17	134445.27	4.88%
May - 2021	6355.71	126852.97	5.01%
Apr - 2021	6091.03	118451.57	5.14%
Mar - 2021	6152.10	115981.72	5.30%
Feb - 2021	6229.86	113097.17	5.51%
Jan - 2021	5744.56	102505.34	5.60%

2020

5925.81

103851.21

5.71%

Dec - 2020	5925.81	103851.21	5.71%
Nov - 2020	5818.74	100365.38	5.80%
Oct - 2020	5243.34	90101.70	5.82%
Sep - 2020	5335.41	90145.54	5.92%
Aug - 2020	5310.46	88541.98	6.00%
Jul - 2020	4959.44	83084.02	5.97%
Jun - 2020	4895.72	79752.38	6.14%
May - 2020	4482.13	73125.31	6.13%
Apr - 2020	4562.10	74265.11	6.14%
Mar - 2020	4128.92	65597.44	6.29%
Feb - 2020	5952.32	88741.48	6.71%
Jan - 2020	6178.04	90874.76	6.80%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Sundaram Asset Management Company Ltd

Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Tel no.: 044-28569900
Fax no.: 044-2858 3156
Website.: https://www.sundarammutual.com

Forum

hunch
MF Investment Help
Follow

20 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

Posted by : hunch
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
  Repost Cancel
You will now receive notification when someone reply to this message.
shravanashok
MF Investment Help
Follow

35 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

Posted by : shravanashok
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  need your suggestion for sbi psu fund direct growth stay or switch
  
  Repost Cancel
You will now receive notification when someone reply to this message.
The Fixed Income
Bonds
Follow

13 hrs ago

Boost Your Investment with a High-Return Secured NBFC Bond Vivriti Capital Limited – 2026 Bonds now listed on The Fixed Income ✔️ Coupon: 9.00% p.a. ✔️ Rating: CARE A+ Stable ✔️ Tenor: 1 year 1 month (Maturity: Nov 04, 2026) ✔️ Senior Secured | NBFC Bond | High Return | Listed Tap into a secured bond offering attractive returns from a trusted NBFC—perfect for investors seeking stability and growth in a short tenure. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhbmJnPT0=/900-vivriti-capital-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

Posted by : The Fixed Income
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Boost Your Investment with a High-Return Secured NBFC Bond Vivriti Capital Limited – 2026 Bonds now listed on The Fixed Income ✔️ Coupon: 9.00% p.a. ✔️ Rating: CARE A+ Stable ✔️ Tenor: 1 year 1 month (Maturity: Nov 04, 2026) ✔️ Senior Secured | NBFC Bond | High Return | Listed Tap into a secured bond offering attractive returns from a trusted NBFC—perfect for investors seeking stability and growth in a short tenure. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhbmJnPT0=/900-vivriti-capital-limited-2026?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
  Repost Cancel
You will now receive notification when someone reply to this message.
sunny85deol
MF Investment Help
Follow

86 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

Posted by : sunny85deol
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
  Repost Cancel
You will now receive notification when someone reply to this message.
Progrowth Finwealth
MF Investment Help
Follow

86 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

Posted by : Progrowth Finwealth
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time
  
  Repost Cancel
You will now receive notification when someone reply to this message.
h_purandare
MF Investment Help
Follow

92 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

Posted by : h_purandare
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut
  
  Repost Cancel
You will now receive notification when someone reply to this message.

+ See More

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347