Can I invest in SIP and Lumpsum in Sundaram Mid Cap Fund - (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Mid Cap Fund - (G). Minimum lumpsum investment Sundaram Mid Cap Fund - (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Mid Cap Fund - (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Sundaram Mid Cap Fund - (G) is Sundaram Mid Cap Fund - (G) is ₹1368.75 as on 2025-08-07.

Which are the biggest stock holdings of Sundaram Mid Cap Fund - (G)?

The 5 biggest stock holdings of Sundaram Mid Cap Fund - (G) are: Cummins India (3.42%), Coromandel Inter (3.35%), Federal Bank (3.25%), Kalyan Jewellers (2.61%), M & M Fin. Serv. (2.43%)

What are the top sectors Sundaram Mid Cap Fund - (G) invests in?

A majority of Sundaram Mid Cap Fund - (G) 's AUM worth ₹12,818.1 (Cr) is invested in these 3 top sectors: Industrial Products : 8.34% Banks : 7.74% Auto Components : 6.64%

Mutual Funds
AMC
Sundaram Mid Cap Fund - (G)

Sundaram Mid Cap Fund - (G)

Mid Cap Fund

Invest Now

NAV
1368.75(0.44%)
Fund Size (CR)
₹12,818.1
Expense Ratio
1.75
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
23.84%

Absolute Return: 9.24%

Annualized Return: 0%

Basic Details

Scheme Manager

S Bharath

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	30 July 2025	9894.50	-1.05%	-	-1.78%	28/123
1 Month	4 July 2025	9796.45	-2.04%	-	-3.00%	32/123
3 Month	6 May 2025	10835.52	8.36%	-	8.25%	54/123
6 Month	6 February 2025	10699.17	6.99%	-	6.92%	65/119
1 Year	6 August 2024	10617.55	6.18%	6.18%	3.65%	36/119
3 Year	5 August 2022	18862.50	88.63%	23.51%	21.79%	34/103
5 Year	6 August 2020	33683.92	236.84%	27.48%	27.15%	49/99
Since Inception	31 July 2002	1376461.62	13664.62%	23.84%	19.75%	17/123

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	2 September 2024	1,20,000	124338.35	3.62%	3.62%
3 Year	1 September 2022	3,60,000	494475.57	37.35%	11.16%
5 Year	1 September 2020	6,00,000	1042004.36	73.67%	11.67%
10 Year	1 September 2015	12,00,000	2984005.38	148.67%	9.54%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.63%

Standard Deviation

0.95%

Beta

1.36%

Sharpe Ratio

0.02%

Treynor's Ratio

0.63%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Cummins India	3.42%	1290127	438.57	Equity	Capital Goods-Non Electrical Equipment
Coromandel Inter	3.35%	1712601	429.04	Equity	Fertilizers
Federal Bank	3.25%	19545126	416.55	Equity	Banks
Kalyan Jewellers	2.61%	6016821	334.44	Equity	Diamond, Gems and Jewellery
M & M Fin. Serv.	2.43%	11560712	312.08	Equity	Finance
Fortis Health.	2.40%	3879249	308.21	Equity	Healthcare
Persistent Sys	2.29%	484892	292.95	Equity	IT - Software
Lupin	2.28%	1510951	292.82	Equity	Pharmaceuticals
GE Vernova T&D	2.17%	1179542	278.50	Equity	Capital Goods - Electrical Equipment
H P C L	2.10%	6144382	269.15	Equity	Refineries

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Midcap Fund - Direct (G)	7405.92	-0.95%	13.93%	14.20%	18.63%	29.33%
Invesco India Midcap Fund - Direct (IDCW)	7405.92	-0.94%	13.94%	14.16%	18.56%	29.30%
WhiteOak Capital Mid Cap Fund - Direct (G)	3454.23	-2.86%	9.37%	8.25%	10.77%	-
WhiteOak Capital Mid Cap Fund - Direct (IDCW)	3454.23	-2.86%	9.37%	8.25%	10.77%	-
Edelweiss Mid Cap Fund - Direct (IDCW)	10988.16	-4.18%	7.50%	7.88%	10.27%	26.69%

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Aggressive Hybrid Fund	Hybrid	High	1.76%	3	₹6,428.51
Sundaram Liquid Fund	Debt	Moderate	7.18%	5	₹6,449.73
Sundaram Low Duration Fund	Debt	Moderate	8.53%	5	₹366.69
Sundaram Equity Savings Fund	Hybrid	Moderate	7.17%	0	₹1,091.91
Sundaram Dividend Yield Fund	Equity	Very High	-6.7%	0	₹914.79
Sundaram Multi Cap Fund	Equity	Very High	0.53%	2	₹2,853.08
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	-6.45%	3	₹110.05
Sundaram Focused Fund	Equity	Very High	-1.25%	2	₹1,112.64
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	7.88%	5	₹2,548.65
Sundaram Balanced Advantage Fund	Hybrid	High	2.85%	3	₹1,596.76
Sundaram Short Duration Fund	Debt	Moderate	9.39%	3	₹218.27
Sundaram ELSS Tax Saver Fund	Equity	Very High	1.28%	3	₹1,394.52
Sundaram Medium Duration Fund	Debt	Moderate	7.89%	1	₹42.94
Sundaram Large and Mid Cap Fund	Equity	Very High	-0.91%	2	₹6,892.55
Sundaram Corporate Bond Fund	Debt	Moderately Low	9.25%	3	₹773.31
Sundaram Banking & PSU Fund	Debt	Moderately Low	9.04%	3	₹470.34
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	17.39%	0	₹122.90
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	5.3%	3	₹21.61
Sundaram Small Cap Fund	Equity	Very High	0.18%	3	₹3,438.89
Sundaram Mid Cap Fund	Equity	Very High	2.22%	4	₹6,336.32
Sundaram Infrastructure Advantage Fund	Equity	Very High	-4.09%	2	₹981.80
Sundaram Fin Serv Opportunities	Equity	Very High	4.21%	4	₹1,604.71
Sundaram Consumption Fund	Equity	Very High	0.7%	3	₹1,595.84
Sundaram Diversified Equity	Equity	Very High	0.82%	0	₹1,519.21
Sundaram Long Term Tax Advantage Fund-Sr.II	Equity	Very High	-0.72%	0	₹13.44
Sundaram Arbitrage Fund	Hybrid	Moderately Low	7.51%	2	₹254.53
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	-0.48%	0	₹80.22
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	-0.02%	0	₹37.74
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	0.65%	0	₹31.75
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	0.73%	0	₹38.17
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	0.02%	0	₹35.00
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	0.75%	0	₹23.09
Sundaram Services Fund	Equity	Very High	8.79%	0	₹4,428.77
Sundaram Money Market Fund	Debt	Low	8.09%	3	₹1,971.35
Sundaram Overnight Fund	Debt	Low	6.3%	3	₹1,101.22
Sundaram Large Cap Fund	Equity	Very High	-1.95%	3	₹3,471.13
Sundaram Flexi Cap Fund	Equity	Very High	3.57%	0	₹2,107.86
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	8.43%	0	₹2,688.25
Sundaram Business Cycle Fund	Equity	Very High	6.62%	0	₹1,829.90
Sundaram Multi-Factor Fund	Equity	Very High	0%	0	₹0.00

News

Sundaram MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
Sundaram Mutual Fund has announced 24 July 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Sundaram Small Cap Fund:
Regular Plan ' IDCW: 2.338
Direct Plan ' IDCW: 2.648
Sundaram Mid Cap Fund:
Regular Plan ' IDCW: 4.622
Direct Plan ' IDCW: 5.101
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)
Sundaram Mutual Fund has announced 19 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Diversified Equity Fund - Regular Plan - IDCW Option: 0.126
Sundaram Diversified Equity Fund - Direct Plan - IDCW Option: 0.153
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

24 June 2002

Total AUM (Cr)

₹12818.10

Sundaram Mid Cap Fund - (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 24 June 2002, this fund is managed by S Bharath. With assets under management (AUM) worth ₹12,818.1 (Cr), as of 7 August 2025, Sundaram Mid Cap Fund - (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 23.84% since its launch.
The current NAV of Sundaram Mid Cap Fund - (G) is ₹1,368.75, as on 7 August 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Sundaram Mid Cap Fund - (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil. The fund has generated 23.51% and 27.48% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.72% in Equity, 1.99% in Debt and 2.29% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 8.34% in Industrial Products, 7.74% in Banks, 6.64% in Auto Components, 5.92% in Finance, 5.82% in Pharmaceuticals & Biotech

FAQs

How to Invest in Sundaram Mid Cap Fund - (G) Direct Growth?

Sundaram Mid Cap Fund - (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 23.84% since inception. Looking to invest in Sundaram Mid Cap Fund - (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Mid Cap Fund - (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Mid Cap Fund - (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Mid Cap Fund - (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has Sundaram Mid Cap Fund - (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Mid Cap Fund - (G) has generated annualised return of 6.18%. In the long-term, the fund has generated 23.51% and 27.48% in 3 and 5 years respectively. Since its inception, the fund has generated 23.84% returns.

What is the expense ratio of Sundaram Mid Cap Fund - (G) Direct Growth?

The expense ratio of Sundaram Mid Cap Fund - (G) Direct Growth is 1.75%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Mid Cap Fund - (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Mid Cap Fund - (G) is ₹12,818.1 (Cr) as of 2025-08-07 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Mid Cap Fund - (G) Direct Growth?

Redeeming or selling units of Sundaram Mid Cap Fund - (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Mid Cap Fund - (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Mid Cap Fund - (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).