AMC
Sundaram Mutual Fund
Category
Mid Cap Fund
ISIN
INF903J01MH7

Sundaram Mid Cap Fund

₹66.9967

−₹0.8284 (−1.22%)

NAV · Direct · IDCW ·

Sundaram Mid Cap Fund's Direct IDCW NAV was ₹66.9967 on 19 Oct 2026, down 1.22% on the day. Its 3-year return is 5.26% a year.

52-week NAV range13.8% below high
₹65.1653₹77.7450
Expense ratio
1.05%
Fund size
₹13,459.11 Cr
Min. investment
₹100

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹65.1653 to ₹77.7450.

Direct · IDCW plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old.

Fund details

Expense ratio
1.05% (Direct)
Exit load
nil if up to 25% units redeemed within 365 days; 1% on excess redemptions within 365 days; waived on intra/inter scheme switches
Riskometer
Very high
Benchmark
Nifty Mid Cap 150 TRI
Launched
1 Jul 2002
Fund managers
S Bharath, Shalav Saket

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF903J01MJ3₹1,529.8227−1.22%1.05%−1.13%
Regular · GrowthINF903J01173₹1,386.6013−1.23%1.85%−1.96%
Direct · IDCWINF903J01MH7₹66.9967−1.22%1.05%−7.79%
Regular · IDCWINF903J01181₹59.8435−1.23%1.85%−8.58%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Sundaram Mid Cap Fund moves about as much as the market

Volatility, past year

This fund17%
Nifty 50015%

Worst fall, past year

This fund−14%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Sundaram Mid Cap Fund is an open-ended mutual fund from Sundaram Mutual Fund, in the Mid Cap Fund category. It began on 1 Jul 2002. It is benchmarked to the Nifty Mid Cap 150 TRI. The fund manages ₹13,459.11 Cr across its plans as of 16 Oct 2026. The Direct · IDCW plan has an expense ratio of 1.05%. The minimum first investment is ₹100, and SIPs are available.

FAQs

What is the NAV of Sundaram Mid Cap Fund?

The NAV of Sundaram Mid Cap Fund (Direct · IDCW) was ₹66.9967 on 19 Oct 2026, down 1.22% from the previous NAV.

What plans does Sundaram Mid Cap Fund have?

Sundaram Mid Cap Fund has 4 plans: Direct · Growth; Regular · Growth; Direct · IDCW; Regular · IDCW.

What is the expense ratio of Sundaram Mid Cap Fund?

The Direct · IDCW plan of Sundaram Mid Cap Fund has an expense ratio of 1.05%.

What is the fund size (AUM) of Sundaram Mid Cap Fund?

Sundaram Mid Cap Fund manages ₹13,459.11 Cr across all plans as of 16 Oct 2026.

What returns has Sundaram Mid Cap Fund delivered?

Sundaram Mid Cap Fund returned −7.79% over 1Y, +5.26% a year over 3Y, +6.46% a year over 5Y. Past performance does not guarantee future returns.

What is the exit load of Sundaram Mid Cap Fund?

Sundaram Mid Cap Fund: nil if up to 25% units redeemed within 365 days; 1% on excess redemptions within 365 days; waived on intra/inter scheme switches.

What is the minimum investment and SIP amount for Sundaram Mid Cap Fund?

The minimum first investment in Sundaram Mid Cap Fund is ₹100, and ₹100 after that. SIPs are available (Daily (Rs.100, 92 installments), Weekly (Rs.1000, 6 installments), Monthly (Rs.100, 6 installments), Quarterly (Rs.750, 6 installments). Dates: 1st-31st or any working day for weekly.).

How risky is Sundaram Mid Cap Fund?

Sundaram Mid Cap Fund is rated "very high risk" on SEBI's riskometer.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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