Sundaram Mid Cap Fund Direct dividend reinvestment

Equity • Mid Cap • Direct dividend reinvestment

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₹1,000 invested for 5 years

Fund Info

Equity

Mid Cap

Direct dividend reinvestment

Launched On
01 Jan 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 02 Apr 2026
₹66.66
-0.2283% (-0.10)
AUM
₹12,917 Cr
Expense ratio
0.86%
Benchmark
Nifty Midcap 150
Fund Plan
Annually
Open demat account

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Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 365D

1%

If units sold after 365D

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

21.96%
Industrials

Industrials

16.80%
Consumer Cyclical

Consumer Cyclical

16.16%
Healthcare

Healthcare

10.26%
Basic Materials

Basic Materials

10.00%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.

Fund Managers

S. Bharath

Experience: 7.90 yrs • Total AUM: 2,27,747 Cr

Shalav Saket

Experience: yrs • Total AUM: 1,95,216 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.