Sundaram Mid Cap Fund Direct Plan - Growth
Expense Ratio: 0.9
Risk: Very High
Equity Scheme - Mid Cap Fund
Plan: Direct
Benchmark: Nifty Midcap 150 TRI
Inception: 24-06-2002
Exit Load: Nil
Fund Size:₹13,342.03 Cr
Performance
1Y
Fund7.30%
Cat. Avg.6.28%
2Y
Fund7.20%
Cat. Avg.4.78%
3Y
Fund21.75%
Cat. Avg.19.68%
5Y
Fund18.68%
Cat. Avg.17.06%
10Y
Fund15.74%
Cat. Avg.16.73%
SI
Fund18.01%
Cat. Avg.19.25%
Fund Facts
Beta
0.9
Std Dev
15.10%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Cummins India Ltd | 481.51 | 4.05% |
| 2 | GE Vernova T and D India Ltd | 409.55 | 3.44% |
| 3 | Mahindra & Mahindra Financial Services Ltd | 328.97 | 2.76% |
| 4 | Coromandel International Ltd | 313.59 | 2.64% |
| 5 | The Federal Bank Ltd | 269.77 | 2.27% |
| 6 | Sundaram Liquid Fund - Direct Growth* | 256.46 | 2.16% |
| 7 | BSE Ltd | 253.64 | 2.13% |
| 8 | Kalyan Jewellers India Ltd | 253.20 | 2.13% |
| 9 | Marico Ltd | 249.92 | 2.10% |
| 10 | Lupin Ltd | 249.92 | 2.10% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63718 | +6.2% | +13.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.32 L. | +10.3% | +10.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.20 L. | +22.2% | +14.0% |
| 5Y | 09 Aug, 21 | 3 L. | 4.77 L. | +59.0% | +19.0% |
| 10Y | 08 Aug, 16 | 6 L. | 15.08 L. | +151.3% | +17.7% |
| SI | 07 Jan, 13 | 8.15 L. | 30.12 L. | +269.5% | +17.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.07 L. | +7.3% | +7.3% |
| 2Y | 18 Jul, 24 | 1 L. | 1.16 L. | +15.7% | +7.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.80 L. | +80.5% | +21.7% |
| 5Y | 19 Jul, 21 | 1 L. | 2.37 L. | +136.9% | +18.8% |
| 10Y | 18 Jul, 16 | 1 L. | 4.32 L. | +332.1% | +15.8% |
| SI | 02 Jan, 13 | 1 L. | 9.42 L. | +842.4% | +18.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.