Investment type
Sundaram Mid Cap Fund - Direct (G) is a mutual fund under the Midcap category, managed by Sundaram Mutual Fund. It was launched on 26 Feb 1996, and has been active for over 29 years. As of 31 Mar 2025 the fund manages assets worth ₹12,344 Crores. The expense ratio is 0.93%.
This fund generated returns of 8.28% in the last 1 year. Since its inception, it has provided an average annual return of 18.92%.
The fund's investments are mainly concentrated in sectors like Industrial Products, Banks, Auto Components, Finance and Pharmaceuticals & Biotech.
The top five holdings in this fund include prominent companies such as TREPS, Cummins India, Coromandel Inter, Federal Bank and Kalyan Jewellers.
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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