December 31, 2025
RA Jainee
Sundaram Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 1557.43 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 73.13 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 13,345 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.90% |
| 1 Year Return (%) | 4.19 |
| 3 Year Return (%) | 25.05 |
| 5 Year Return (%) | 23.65 |
| 10 Year Return (%) | 16.03 |
| Return Since Launch | 18.49% |
⚖️ Sahifund Review – Sundaram Mid Cap Fund
✓ PLUS: Stability, track record, cost efficiency
Sundaram Mid Cap Fund has built a strong long-term track record, delivering robust 3-year and 5-year returns that comfortably beat the benchmark. The fund follows a well-diversified mid-cap strategy with low stock concentration, helping manage volatility better than aggressive peers. A reasonable expense ratio of 0.90% and consistent SIP-friendly performance make it suitable for long-term wealth creation.
⚖️ MINUS: Large AUM, moderate churn, short-term lag
With AUM above Rs. 13,000 crore, flexibility during sharp mid-cap rallies may be limited. Recent 1-year performance has been modest, reflecting momentum lag in fast-moving markets. Higher portfolio turnover compared to peers can also increase volatility during corrections.
Sahifund Verdict:
A solid mid-cap compounder for patient investors with a 7+ year horizon, but not ideal for those seeking quick or aggressive alpha.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines ‘midcap’ as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Fund Manager:
1) Bharath S.
Education: Mr. Bharath is a B Com (H), MBA and ICWA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
2) Ratish Varier
Education: Mr. Varier is a B.Com. & MBA (Finance)
Experience: Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
Basic Details of Sundaram Mid Cap Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.49% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 13,345 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.90% |
| (As on 30-Nov-2025) | |
| Risk Grade | Below Average |
| Return Grade | Above Average |
| Turnover | 45.70% |
Trailing Returns (%) of Sundaram Mid Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Midcap Dir | 3.85 | -0.36 | -1.61 | 4.21 | 2.40 | 4.19 | 25.05 | 23.65 | 18.60 | 16.03 |
| BSE 150 MidCap TRI | 2.80 | -0.04 | -1.50 | 3.59 | 0.23 | 2.92 | 22.87 | 23.46 | 20.33 | 17.87 |
| Equity: Mid Cap | 1.98 | -0.37 | -2.06 | 3.36 | -0.68 | 2.15 | 22.34 | 22.52 | 20.06 | 17.13 |
| Rank within category | 24 | 37 | 27 | 27 | 9 | 24 | 11 | 9 | 15 | 14 |
| Number of funds in category | 48 | 57 | 55 | 54 | 52 | 48 | 40 | 25 | 22 | 19 |
Peer Comparison of Sundaram Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Sundaram Midcap Dir | 4 star | 4.19 | 25.05 | 23.65 | 0.90 | 13,345 | 18.49 | 1.00 (365) | 12Y 11M | 45.70 |
| HDFC Mid Cap Dir | 5 star | 6.45 | 26.03 | 26.18 | 0.71 | 92,169 | 20.93 | 1.00 (365) | 12Y 11M | 13.07 |
| Kotak Midcap Dir | 4 star | 1.71 | 22.18 | 23.73 | 0.37 | 60,480 | 20.40 | 1.00 (365) | 12Y 11M | 24.73 |
| Nippon India Growth Mid Cap Dir | 4 star | 3.61 | 25.56 | 25.58 | 0.73 | 42,042 | 18.48 | 1.00 (30) | 12Y 11M | 6.00 |
| Motilal Oswal Midcap Dir | 5 star | -12.51 | 25.87 | 28.78 | 0.72 | 38,003 | 22.65 | 1.00 (365) | 11Y 10M | 124.00 |
Portfolio Analysis of Sundaram Mid Cap Fund
| No. of Stocks | 75 |
| Top 10 Stocks | 26.52% |
| Top 5 Stocks | 15.52% |
| Top 3 Sectors | 51.82% |
| Portfolio P/B Ratio | 4.33 |
| Portfolio P/E Ratio | 31.77 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 61,642 | 64,456 |
| Giant (%) | 3.21 | 5.25 |
| Large (%) | 37.32 | 40.03 |
| Mid (%) | 58.71 | 55.71 |
| Small (%) | 0.76 | 4.06 |
| Tiny (%) | — | 2.05 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://invest.sundarammutual.com/smfnewinvestor/onboarding/login OR
https://www.sundarammutual.com/Fund/AllSchemes
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