Sundaram Mid Cap Fund | Fuel Your Wealth With Trusted Expertise of 23+ Yrs.

Why Sundaram Mid Cap Fund?

23+ Years of Mid Cap Expertise

The fund has navigated multiple market cycles and demonstrated strong recovery potential during economic upcycles.

High Quality Mid Cap Businesses

Invests in companies that show innovation, segment leadership, strong cash flows, and resilient business strengths for long-term wealth creation.

Diversified Selection

Balanced risk return profile, with bottom-up stock selection across sectors to help manage volatility while capturing upside opportunities.

Access to Emerging Leaders

Identifies and invests in the firms that have the potential to scale into tomorrow's market champions.

Backed by a 29+ year old Fund House

Managed by a fund house with decades of presence in the mutual fund industry, offering comfort around governance and processes.

Powered by Deep Research

Backed by a strong analyst team and robust investment processes that anchor the fund's strategy.

SIP Lumpsum

Since Inception (July 2002), a monthly SIP of ₹10,000 in the Sundaram Mid Cap Fund has grown to ₹4.70 cr. - XIRR of ₹19.93%

Since Inception (July 2002), a lumpsum investment of ₹10,000 in the Sundaram Mid Cap Fund has grown to ₹14.03 Lakh - CAGR of ₹23.39%

Data as of Jan 2026 for Regular - Plan Growth Option. Returns are on a compounded annual basis for periods more than one year and absolute for one-year period. Benchmark: Nifty Midcap 150 TRI isn't available from inception of fund. Additional Benchmark: Nifty 50 TRI. Past performance may or may not be sustained in future and is not a guarantee of any future returns. For more information on the product, other schemes managed by fund managers and disclosures, please visit https://bit.ly/4bNEpq9.

SIP
Lumpsum

Since Inception (July 2002), a monthly SIP of ₹10,000 in the Sundaram Mid Cap Fund has grown to ₹4.70 cr. - XIRR of ₹19.93%

Performance of monthly ₹10,000 SIP
Period	Investment (₹)	Fund (₹)	TIER 1 BM (₹)	Fund (%)	TIER 1 BM (%)
Last 1 year	1,20,000	1,25,219	1,24,867	8.13	7.58
Last 3 years	3,60,000	4,59,275	4,48,390	16.45	14.77
Last 5 years	6,00,000	9,58,224	9,45,288	18.77	18.21
Since Inception	28,20,000	4,70,94,163	-	19.93	-

Since Inception (July 2002), a lumpsum investment of ₹10,000 in the Sundaram Mid Cap Fund has grown to ₹14.03 Lakh - CAGR of ₹23.39%

Performance of ₹10,000 Lumpsum Investment
Period	Fund (₹)	TIER 1 BM (₹)	Fund (%)	TIER 1 BM (%)
Last 1 year	10,961	10,890	9.61	8.90
Last 3 years	19,246	18,861	24.36	23.53
Last 5 years	26.967	28,265	21.93	23.08
Since Inception	14,03,184	-	23.39	-

Data as of Jan 2026 for Regular - Plan Growth Option. Returns are on a compounded annual basis for periods more than one year and absolute for one-year period. Benchmark: Nifty Midcap 150 TRI isn't available from inception of fund. Additional Benchmark: Nifty 50 TRI. Past performance may or may not be sustained in future and is not a guarantee of any future returns. For more information on the product, other schemes managed by fund managers and disclosures, please visit https://bit.ly/4bNEpq9.

Our Legacy and Reach

80+

Branches
Across India

^*₹85,000+Cr.

Assets Under Managment

Global Presence

Expanding internationally with offices in:

Dubai

Singapore

Sundaram AMC Ltd., part of Sundaram Finance Ltd.—one of India's most trusted financial institutions with a legacy dating back to 1954—was established in 1996. With over *₹85,000 crore in assets under management, we offer a comprehensive suite of investment solutions across mutual funds, AIF, and PMS, designed to meet the diverse needs of investors.

*As on Jan 2026 along with subsidiaries.

Fund Details

Scheme Type

Equity Fund

Investment Objective

Aims to generate long-term wealth by predominantly investing in high-growth mid-sized companies that capture opportunities in sectors aligned with India's consumption and economic recovery.

Benchmark

Tier I Nifty Mid Cap 150 TRI

Tier II Nifty Mid Cap 100 TRI

Special Facilities

SIP/SWP/STP

Plans

Regular, Direct

Options

Growth, Income Cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Minimum Investment

₹100 and in multiples of ₹1 thereafter

Minimum Additional Purchase

₹100 and in multiples of ₹1 thereafter

Fund Managers

Mr. Bharath S Equity

Mr. Shalav Saket Overseas Investments

Entry Load : Nil

Exit Load

If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - No Exit Load
If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - Exit Load of 1% of the applicable NAV will be charged
For redemption or transfer by way of STP or withdrawal by way of SWP after 365 days from the date of allotment - Nil

Fund Related Documents