Sundaram Mid Cap Fund - IDCW - Direct Plan

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  • (-0.07%)Nav, as on 11-06-2025

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  • Net Change on 11-06-2025

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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) 10.34 18.73 12.86 30.12 31.19 18.82
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 12.86 30.12 31.19 0.93 12,344.49
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 11.70 27.52 32.95 0.42 53,463.94
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 12.25 30.88 35.22 0.72 36,836.07
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 15.19 36.03 38.56 0.70 30,401.09
UTI Mid Cap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 7.86 23.54 29.00 0.88 11,642.99
Edelweiss Mid Cap Fund - Direct Plan - IDCW Option Jan 01, 2013 17.88 32.02 36.09 0.40 10,027.89

Fund Holdings as on 31-May-2025

  • TREPS

  • Cummins India Ltd

  • Coromandel International Ltd

  • The Federal Bank Ltd

  • Kalyan Jewellers India Ltd

  • Lupin Ltd

  • Fortis Health Care Ltd

  • Persistent Systems Ltd

  • GE Vernova T and D India Ltd

  • Marico Ltd

  • Hindustan Petroleum Corporation Ltd

  • Indian Bank

  • Mahindra & Mahindra Financial Services Ltd

  • BSE Ltd

  • Jindal Steel & Power Ltd

  • The Phoenix Mills Ltd

  • PB Fintech Ltd

  • JK Cement Ltd

  • Coforge Ltd

  • Bharat Electronics Ltd

  • Alkem Laboratories Ltd

  • Apollo Tyres Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Delhivery Ltd

  • United Breweries Ltd

  • Jubilant Foodworks Ltd

  • TVS Holdings Ltd

  • Max Healthcare Institute Ltd

  • Chalet Hotels Ltd

  • Union Bank of India

  • Supreme Industries Ltd

  • LIC Housing Finance Ltd

  • ACC Ltd

  • Dr Lal Path Labs Ltd

  • Polycab India Ltd

  • AU Small Finance Bank Ltd

  • Torrent Power Ltd

  • Astral Ltd

  • TVS Motor Company Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Cash and Other Net Current Assets

  • Oberoi Realty Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • L&T Technology Services Ltd

  • Prestige Estates Projects Ltd

  • Devyani international limited

  • ICICI Prudential Life Insurance Company Ltd

  • Deepak Nitrite Ltd

  • Max Financial Services Ltd

  • Mankind Pharma Ltd

  • APL Apollo Tubes Ltd

  • Computer Age Management Services Ltd

  • UNO Minda Ltd

  • Shriram Finance Ltd

  • Schaeffler India Ltd

  • Bharti Hexacom Ltd

  • Zydus Lifesciences Ltd

  • Bharat Heavy Electricals Ltd

  • PI Industries Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Amber Enterprises India Ltd

  • Sona BLW Precision Forgings Ltd

  • Grindwell Norton Ltd

  • Trent Ltd

  • Gujarat State Petronet Ltd

  • Voltas Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Dixon Technologies (India) Ltd

  • Ola Electric Mobility Ltd

  • Emami Ltd

  • Tube Investments of India Ltd

  • The Indian Hotels Company Ltd

  • Suzlon Energy Ltd

  • MphasiS Ltd

  • Gujarat Gas Co Ltd

  • Mahindra & Mahindra Financial Services Ltd

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Consumer Food

  • Auto Ancillary

  • Bank - Private

  • Construction - Real Estate

  • Diesel Engines

  • Bank - Public

  • Fertilizers

  • Cement & Construction Materials

  • Finance - NBFC

  • Finance - Others

  • Diamond & Jewellery

  • Electric Equipment

  • Telecommunication - Service Provider

  • Plastic Products

  • Refineries

  • Steel/Sponge Iron/Pig Iron

  • Hotel, Resort & Restaurants

  • Fintech

  • Defence

  • Tyres & Allied

  • Courier Services

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Air Conditioners

  • Cable

  • Power Generation/Distribution

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Chemicals

  • Depository Services

  • Steel & Iron Products

  • Bearings

  • Engineering - Industrial Equipments

  • Pesticides & Agrochemicals

  • e-Commerce

  • Gas Transmission/Marketing

  • Abrasives

  • Retailing

  • Consumer Durables - Electronics

  • Household & Personal Products

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Fund Manager

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

  • Rights

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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 ₹12,344.49 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 ₹-0.05(-0.07%)yesterday to ₹75.9012.

Among its top 3 holdings the fund has exposure to TREPS, 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