Sundaram Mid Cap Fund

Fuel Your Wealth With Trusted Expertise of 23+ Years.

Sundaram Mid Cap Fund invests in tomorrow's leaders today. Add the growth of mid-size companies to your portfolio. Start an SIP with just ₹100 today.

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 30+ 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.

Performance Highlights

Since Inception (July 2002), a monthly SIP of ₹10,000 in the Sundaram Mid Cap Fund has grown to ₹5.18 cr. - XIRR of 19.90%

Line chart comparing Sundaram Mid Cap Fund, Nifty 50 TRI, and the amount invested, from July 2002 to August 2026. A monthly SIP of ₹10,000 has grown to ₹5.18 crore in Sundaram Mid Cap Fund, versus ₹1.92 crore in Nifty 50 TRI, while the total amount invested is ₹28.20 lakh. The fund has consistently outperformed the benchmark over the period.
Detailed data for the SIP performance chart. Last 1 year: amount invested ₹1,20,000, fund value ₹1,25,219, Tier 1 benchmark ₹1,24,867. Last 3 years: amount invested ₹3,60,000, fund value ₹4,59,275, benchmark ₹4,48,390. Last 5 years: amount invested ₹6,00,000, fund value ₹9,58,224, benchmark ₹9,45,288. Since inception (July 2002): amount invested ₹28,20,000, fund value ₹5,18,00,000 (₹5.18 crore), XIRR 19.90%. Benchmark line for Nifty 50 TRI reaches ₹1.92 crore over the same period.

Since Inception (July 2002), a lumpsum investment of ₹10,000 in the Sundaram Mid Cap Fund has grown to ₹15.40 Lakhs - CAGR of 23.24%

Line chart showing the growth of a one-time ₹10,000 lumpsum investment from July 2002 to August 2026. It grew to ₹15.40 lakh in Sundaram Mid Cap Fund, compared with ₹3.61 lakh in Nifty 50 TRI. The fund's CAGR over the period is 23.24%.
Detailed data for the lumpsum performance chart. Last 1 year: fund value ₹10,961, benchmark ₹10,890. Last 3 years: fund value ₹19,246, benchmark ₹18,861. Last 5 years: fund value ₹26,967, benchmark ₹28,265. Since inception (July 2002): fund value ₹15,40,000 (₹15.40 lakh), benchmark ₹3,61,000 (₹3.61 lakh), CAGR 23.24%.

Data as of August 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. As the #TIER I benchmark - Nifty Mid Cap 150 TRI is available only since 1st April 2005, the benchmark has been adjusted for the period 30th July 2002 to 31st March 2005 by taking the performance of Nifty Next 50 TRI and from 1st April 2005, with the performance of Nifty Midcap 150 TRI. Past performance may or may not be sustained in future and is not a guarantee of any future returns. Different plans shall have a different expense structure. For more information on the product, other schemes managed by fund managers and disclosures, please visit https://bit.ly/4bNEpq9..

80+

Branches
Across India

*91,000+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 *90,000 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 Sep 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

Other 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

Mr. Shalav Saket

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

One Sheeter
Product Presentation
SID
KIM
Riskometer charts showing Very High Risk for Sundaram Mid Cap Fund, Very High Risk for Tier I benchmark Nifty MidCap 150 TRI, and Very High Risk for Tier II benchmark Nifty Mid Cap 100 TRI. The product is suitable for investors seeking capital appreciation over the medium to long term through mid-cap investments. Riskometer charts showing Very High Risk for Sundaram Mid Cap Fund, Very High Risk for Tier I benchmark Nifty MidCap 150 TRI, and Very High Risk for Tier II benchmark Nifty Mid Cap 100 TRI. The product is suitable for investors seeking capital appreciation over the medium to long term through mid-cap investments.
Sundaram Mid Cap Fund is classified as Very High Risk. Tier I benchmark Nifty MidCap 150 TRI is classified as Very High Risk. Tier II benchmark Nifty Mid Cap 100 TRI is classified as Very High Risk. This product is suitable for investors who are seeking capital appreciation over the medium to long term through investments predominantly in mid-cap equities.
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