Sundaram Mid Cap Fund
Factual scheme page. Every figure below is as reported by the data source on the date shown, and is a record of the past — not a forecast and not a promise.
- Latest NAV: ₹1,480.9041 (as on 18 Sep 2026)
- Fund house: Sundaram Mutual Fund
- Category: Equity Scheme - Mid Cap Fund
- Plan: Regular Plan
- Option: GROWTH
- Expense ratio: 1.86%
- Benchmark: Nifty Mid Cap 150 TRI
- Riskometer: Very High Risk
- Inception: 24 Jun 2002
- Exit load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 %, if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.
Returns as reported (CAGR)
- 1 year: 4.43%
- 3 years: 17.15%
- 5 years: 15.70%
- 10 years: 13.84%
- Since inception: 15.51%
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Aumsetu publishes scheme facts and does not rate, rank or recommend any scheme.