Question 1

What is the Expense Ratio of Sundaram Mid Cap Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of Sundaram Mid Cap Fund - Direct - Growth is 1.05% as of 01/08/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of Sundaram Mid Cap Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of Sundaram Mid Cap Fund - Direct - Growth is ₹1,294.38 Crores as of Quarter ending June 2026.

Question 3

What is the 3-Year CAGR of Sundaram Mid Cap Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of Sundaram Mid Cap Fund - Direct - Growth is 18.86%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages Sundaram Mid Cap Fund - Direct - Growth?

Accepted Answer

Sundaram Mid Cap Fund - Direct - Growth is managed by Sundaram Mutual Fund.

Question 5

Is Sundaram Mid Cap Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

Sundaram Mid Cap Fund - Direct - Growth is an Open-Ended scheme.

Question 6

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	5.59%	24.30%	12.28%
6M	9.25%	19.35%	17.89%
1Y	9.62%	9.62%	15.57%
3Y	67.92%	18.86%	15.95%
5Y	122.89%	17.39%	15.84%

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
ICICI Prudential Mid Cap Fund - Direct - Growth	22.14%	1.12%	₹1,037.3
HSBC Midcap Fund - Direct - Growth	24.70%	1.20%	₹2,898.6
WhiteOak Capital Mid Cap Fund - Direct - Growth	22.52%	0.98%	₹702.64
Invesco India Mid Cap Fund - Direct - Growth	23.98%	0.77%	₹3,907.09
Mirae Asset Midcap Fund - Direct - Growth	16.46%	0.96%	₹5,833.25
Union Midcap Fund - Direct - Growth	17.64%	1.14%	₹105.77
HDFC Mid Cap Fund - Direct - Growth	18.03%	0.76%	₹26,843.58

Sundaram Mid Cap Fund - Direct - Growth

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