e.g. Tata motors, Reliance MF, 500570

Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment

Equity Mid Cap Very High

NAV on (04 Sep 2026 )

₹72.68

(-0.33%)

Fund Size

₹14504.36 Crores

1Y Returns

2.57 %

 
Earn 1% Higher Returns in Direct Funds on dhan Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

January 1, 2013

Fund Manager

Mr. S Bharath

Initial Price

10

AUM Fund

14504.36 Cr

Min investment

Rs 100

Expense Ratio

1.06%

SIP Minimum Investment

Daily - Rs. 100/- and in multiples of Re. 1/- thereafter. Minimum 90 installments.Weekly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs.100/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 750/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

1 Month

-0.98%

6 Months

+2.80%

1 Year

+2.57%

2 Years (CAGR)

-5.84%

3 Years (CAGR)

+8.56%

5 Years (CAGR)

+9.33%

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
39.46% 0.00% ₹3132.53
38.60% 56.97% ₹10450.74
30.66% 67.83% ₹18693.49
29.59% 70.65% ₹45275.31
29.14% 32.31% ₹10450.74

Holdings

Cash & Other Net Current Assets 2.76%
BSE Ltd 2.38%
Coforge Ltd 2.02%
Marico Ltd 1.98%
Lupin Ltd 1.90%
Thermax Ltd 1.58%
Indian Bank 1.11%
Swiggy Ltd 0.94%
Emami Ltd 0.77%
Sundaram Money Market Fund-Direct Plan - Growth 0.69%
TREPS 0.42%
Sundaram Liquid Fund - Direct Growth 0.40%

Sector Allocation

Finance 9.16%
Engineering 11.45%
Gems and Jewellery 2.72%
Banks 7.86%
Fertilisers 2.48%
Miscellaneous 6.36%
Power 4.30%
Information Technology 3.89%
Personal Care 3.21%
Pharmaceuticals and health care 9.90%
Textiles 1.83%
Cables 1.73%
Iron and Steel 2.36%
Auto 2.79%
Service 5.39%
Auto Ancillaries 3.30%
Food Processing 2.04%
Petroleum 1.26%
Electronics 1.26%
Consumer Durables 3.16%
Cement 1.25%
Construction 1.02%
Chemicals 1.26%
Beverages - Alcoholic 0.74%
Telecommunications 0.65%
Metals - Non Ferrous 0.62%
Hospitality 0.62%
Agriculture/Horticulture/Lives 0.56%
Paints and Pigments 0.40%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
January 1, 2013
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment?

A: The latest NAV of Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment is ₹ 72.68 as on 04 Sep 2026.

Q: What type of mutual fund is Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment?

A: Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment is a 'Equity - Mid Cap' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment?

A: The expense ratio of Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment is 1.06%, which impacts overall returns.

Q: Who manages Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment?

A: Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment is managed by Mr. S Bharath, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment a good investment?

A: Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment?

A: The exit load of Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment is If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil., applicable if redeemed within the specified period.

Q: How is Sundaram Mid Cap Fund - Direct Plan - IDCW-Reinvestment taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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