Sundaram Mid Cap Fund - IDCW - Direct Plan

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  • (-0.52%)Nav, as on 30-04-2025

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 3.64 2.66 12.45 23.45 30.21 18.26
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Jan 02, 2013 12.45 23.45 30.21 0.90 11,332.71
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Dec 31, 2012 10.44 25.46 33.58 0.89 72,610.08
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 12.15 20.00 31.39 0.46 48,128.71
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 12.39 24.74 34.38 0.74 33,174.74
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 10.77 17.71 25.40 0.55 28,063.01
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 15.63 28.26 37.94 0.64 26,028.34

Fund Holdings as on 31-March-2025

  • Sundaram Liquid Fund - Direct Growth*

  • Cummins India Ltd

  • The Federal Bank Ltd

  • Coromandel International Ltd

  • Kalyan Jewellers India Ltd

  • Lupin Ltd

  • Fortis Health Care Ltd

  • TREPS

  • Persistent Systems Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Marico Ltd

  • Indian Bank

  • Hindustan Petroleum Corporation Ltd

  • PB Fintech Ltd

  • United Breweries Ltd

  • JK Cement Ltd

  • GE Vernova T and D India Ltd

  • Alkem Laboratories Ltd

  • Jindal Steel & Power Ltd

  • Jubilant Foodworks Ltd

  • Apollo Tyres Ltd

  • Max Healthcare Institute Ltd

  • Bharat Electronics Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Trent Ltd

  • Coforge Ltd

  • Union Bank of India

  • Oberoi Realty Ltd

  • Info Edge (India) Ltd

  • MphasiS Ltd

  • The Phoenix Mills Ltd

  • BSE Ltd

  • Chalet Hotels Ltd

  • Torrent Power Ltd

  • Delhivery Ltd

  • ACC Ltd

  • TVS Holdings Ltd

  • Dr Lal Path Labs Ltd

  • Polycab India Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Bharat Forge Ltd

  • Grindwell Norton Ltd

  • AU Small Finance Bank Ltd

  • Deepak Nitrite Ltd

  • Astral Ltd

  • LIC Housing Finance Ltd

  • TVS Motor Company Ltd

  • Shriram Finance Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Computer Age Management Services Ltd

  • Supreme Industries Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Mankind Pharma Ltd

  • Schaeffler India Ltd

  • Prestige Estates Projects Ltd

  • Zydus Lifesciences Ltd

  • PI Industries Ltd

  • UNO Minda Ltd

  • Bharat Heavy Electricals Ltd

  • APL Apollo Tubes Ltd

  • Devyani international limited

  • Amber Enterprises India Ltd

  • Max Financial Services Ltd

  • Bharti Hexacom Ltd

  • Sona BLW Precision Forgings Ltd

  • Gujarat State Petronet Ltd

  • Power Finance Corporation Ltd

  • Tube Investments of India Ltd

  • Voltas Ltd

  • Tata Elxsi Ltd

  • Ola Electric Mobility Ltd

  • The Indian Hotels Company Ltd

  • Emami Ltd

  • Dixon Technologies (India) Ltd

  • Suzlon Energy Ltd

  • Kajaria Ceramics Ltd

  • Navin Fluorine International Ltd

  • Gujarat Gas Co Ltd

  • Cash and Other Net Current Assets

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Consumer Food

  • Auto Ancillary

  • Bank - Private

  • Miscellaneous

  • Construction - Real Estate

  • Bank - Public

  • Diesel Engines

  • Finance - NBFC

  • Fertilizers

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Finance - Others

  • Plastic Products

  • Electric Equipment

  • Refineries

  • Hotel, Resort & Restaurants

  • Fintech

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Tyres & Allied

  • Defence

  • Automobile Two & Three Wheelers

  • Retailing

  • Air Conditioners

  • BPO/ITeS

  • Power Generation/Distribution

  • Courier Services

  • Chemicals

  • Cable

  • Abrasives

  • Forgings

  • Finance - Housing

  • Insurance

  • Depository Services

  • Consumer Durables - Domestic Appliances

  • Bearings

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Gas Transmission/Marketing

  • Finance Term Lending

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Ceramics/Marble/Granite/Sanitaryware

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Most Recent Dividend

  • 14/10/2024

  • 23/10/2023

  • 28/11/2022

  • 30/06/2021

  • 25/03/2020

  • 18/02/2020

  • 29/01/2020

  • 27/12/2019

  • 29/11/2019

  • 23/10/2019

  • 25/09/2019

  • 28/08/2019

  • 24/07/2019

  • 21/06/2019

  • 24/05/2019

  • 24/04/2019

  • 20/03/2019

  • 22/02/2019

  • 25/01/2019

  • 19/12/2018

  • 20/11/2018

  • 24/10/2018

  • 25/09/2018

  • 24/08/2018

  • 25/07/2018

  • 20/06/2018

  • 25/05/2018

  • 25/04/2018

  • 23/03/2018

  • 28/02/2018

  • 24/01/2018

  • 28/12/2017

  • 27/11/2017

  • 26/10/2017

  • 26/09/2017

  • 23/08/2017

  • 26/07/2017

  • 22/06/2017

  • 26/05/2017

  • 02/05/2017

  • 20/01/2017

  • 17/10/2016

  • 18/07/2016

  • 28/03/2016

  • 15/06/2015

  • 13/10/2014

  • 24/03/2014

  • 28/10/2013

  • Cash

  • Equity

  • MFU

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About Sundaram Mid Cap Fund

Scheme Analysis

Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹11,332.71 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended down ₹-0.37(-0.52%)yesterday to ₹69.8382.

Among its top 3 holdings the fund has exposure to Sundaram Liquid Fund - Direct Growth*, and

The Sundaram Mid Cap Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156