Sundaram Mid Cap Fund (Direct)
Sundaram Mutual Fund · benchmark Nifty Midcap 150 TRI · 13.8 years old · AMFI code 119581
B (middle of the peer group), score 62.6 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 1.9% | 0.9% | +1.0% | 26 / 32 |
| 1 year | 0.9% | 1.4% | -0.5% | 27 / 30 |
| 3 years (a year) | 17.8% | 15.3% | +2.6% | 9 / 28 |
| 5 years (a year) | 16.0% | 14.4% | +1.5% | 5 / 21 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Mid Cap Fund (Direct plan)?
₹1,596.81 on 5 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Mid Cap Fund (Direct)?
1.06% a year; the Regular plan's is 1.86%.
What return has Sundaram Mid Cap Fund given over 3 years?
17.8% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.
How is Sundaram Mid Cap Fund rated?
B: 11 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.