Investment Objective and Approach

Sundaram Mid Cap Fund aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.

The fund follows a focused investment strategy targeting companies with high growth potential in the mid-cap segment. The fund aims to provide long-term capital appreciation by focusing on companies with a market capitalisation within the Nifty Midcap 150 Index.

Key investment highlights include:

- Focus on mid-cap companies with strong growth prospects

- Benchmarked against the NIFTY Midcap 150 Total Return Index

- Long-term capital appreciation strategy

- The fund is rated Very High risk

Fund Managers

The fund is managed by S. Bharath and Ratish Varier, both experienced professionals in equity fund management.

Mr. Ratish Varier - Fund Manager – Equity at Sundaram Mutual being associated with the fund since November 2015. He is a B.Com graduate, MBA in Finance as well as a Post Graduate in Investment Analysis as Certified Portfolio Manager with about 15 years of experience in the financial services domain. Prior to joining Sundaram AMC, he worked with Mahindra Asset Management and Reliance Life Insurance Company Limited.

Mr. S. Bharath has extensive experience in equity portfolio management. Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

About the Fund House (AMC)

Sundaram Mutual Fund was established in 1996 as a fully owned subsidiary of Sundaram Finance Limited. Its parent organisation, Sundaram Finance Ltd., was incorporated back in 1954, becoming one of the first financial organisations to be formed in independent India.

Company Background

- Over 20 years of experience in fund management at the highest level

- As of March 31, 2025, Sundaram Mutual Funds manage ₹68,692 crore in Assets Under Management (AUM) across various fund categories

- Managing 319 schemes with an Asset under Management of ₹ 70,114.37 crores as of August 2025

Innovations and Market Position

They were the first AMC to launch mutual funds in emerging fields such as Leadership, Rural India, Capex, Mid-cap and Micro cap. With its headquarters in Chennai, Sundaram Mutual Funds has made customer satisfaction its top priority with one of the most robust customer-care operations, with 93 centres spread across the length and breadth of the country.

Global Presence

They also have a fully-owned asset management subsidiary in Singapore and a branch office in Dubai, demonstrating their international reach and capabilities.

Should I Invest in Sundaram Mid Cap Fund?

This fund is suitable for investors who:

- Seek long-term capital appreciation through mid-cap equity exposure

- Have a high risk tolerance as the fund is rated Very High risk

- Can invest for a minimum period of 5-7 years to ride out market volatility

- Want professional management of mid-cap stock selection

Key Performance Metrics (as of latest available data):

- Over the past five years, Sundaram Mid Cap Fund - Regular Plan has delivered an annualised return of 29.31% as of 01-Jul-2025

- AUM of ₹12,818.10 crores as of August 11, 2025

- Expense ratio of 1.75% for regular plan

Investment Minimums:

- Minimum SIP Investment is set to ₹100 and Minimum Lumpsum Investment is ₹100

However, mid-cap funds carry higher volatility and risk compared to large-cap funds. Investors should align their investment decision with their risk appetite and investment horizon.

FAQs

What is today's NAV of Sundaram Mid Cap Fund?

The NAV changes daily based on market movements. You can check the latest NAV on Allvest's platform or the fund's official website.

What is the AUM of Sundaram Mid Cap Fund?

The fund has an AUM of ₹12,818.10 crores as of August 11, 2025.

What is the expense ratio of Sundaram Mid Cap Fund?

The fund has an expense ratio of 1.75% for the regular plan, while direct plans typically have lower expense ratios.

What are the returns of Sundaram Mid Cap Fund since inception?

Over the past five years, the fund has delivered an annualised return of 29.31% as of July 1, 2025. Historical returns vary based on market conditions and past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in Sundaram Mid Cap Fund?

Minimum SIP Investment is set to ₹100, making it accessible for small investors.

How do I invest in Sundaram Mid Cap Fund?

You can invest through Allvest's platform by completing your KYC, selecting the fund, choosing SIP or lump sum, and making payment via various digital modes.

How to start a SIP in Sundaram Mid Cap Fund?

Log into your Allvest account, search for Sundaram Mid Cap Fund, select SIP option, choose investment amount and frequency, then set up auto-payment for hassle-free investing.

How do I automate an SIP in Sundaram Mid Cap Fund?

Through Allvest, you can set up automatic payments via bank mandate, UPI autopay, or standing instructions to ensure seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in Sundaram Mid Cap Fund?

You can redeem your investment through Allvest's platform by selecting the redeem option. You can expect to receive the proceeds in your registered bank account within 2-4 working days of initiating the withdrawal.