Sundaram Mid Cap Fund - IDCW - Direct Plan

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  • 0.71 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

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  • Assets (Cr.)

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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) 5.58 9.67 11.80 28.02 32.40 18.46
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 11.80 28.02 32.40 0.94 11,690.15
HDFC Mid-Cap Opportunities Fund - IDCW Option - Direct Plan Jan 01, 2013 11.49 30.14 35.85 0.79 74,909.76
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 11.17 24.45 33.87 0.44 49,645.85
NIPPON INDIA GROWTH FUND - DIRECT Plan - IDCW Option Jan 01, 2013 11.67 29.00 36.39 0.74 34,690.03
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 8.89 21.96 26.84 0.55 28,809.45
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 18.59 33.38 39.98 0.70 27,780.18

Fund Holdings as on 30-April-2025

  • TREPS

  • Coromandel International Ltd

  • The Federal Bank Ltd

  • Cummins India Ltd

  • Kalyan Jewellers India Ltd

  • Lupin Ltd

  • Fortis Health Care Ltd

  • Persistent Systems Ltd

  • Marico Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Indian Bank

  • Hindustan Petroleum Corporation Ltd

  • Jindal Steel & Power Ltd

  • United Breweries Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • The Phoenix Mills Ltd

  • JK Cement Ltd

  • Apollo Tyres Ltd

  • Alkem Laboratories Ltd

  • PB Fintech Ltd

  • Jubilant Foodworks Ltd

  • GE Vernova T and D India Ltd

  • Coforge Ltd

  • BSE Ltd

  • Max Healthcare Institute Ltd

  • Bharat Electronics Ltd

  • Delhivery Ltd

  • Torrent Power Ltd

  • Union Bank of India

  • Chalet Hotels Ltd

  • LIC Housing Finance Ltd

  • TVS Holdings Ltd

  • Dr Lal Path Labs Ltd

  • Supreme Industries Ltd

  • AU Small Finance Bank Ltd

  • ACC Ltd

  • Polycab India Ltd

  • TVS Motor Company Ltd

  • Oberoi Realty Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Astral Ltd

  • Devyani international limited

  • ZF Commercial Vehicle Control Systems I Ltd

  • Prestige Estates Projects Ltd

  • L&T Technology Services Ltd

  • Deepak Nitrite Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Computer Age Management Services Ltd

  • Mankind Pharma Ltd

  • Shriram Finance Ltd

  • APL Apollo Tubes Ltd

  • Max Financial Services Ltd

  • Bharat Heavy Electricals Ltd

  • Zydus Lifesciences Ltd

  • UNO Minda Ltd

  • Bharti Hexacom Ltd

  • PI Industries Ltd

  • Trent Ltd

  • Schaeffler India Ltd

  • Grindwell Norton Ltd

  • Gujarat State Petronet Ltd

  • Amber Enterprises India Ltd

  • Sona BLW Precision Forgings Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Tube Investments of India Ltd

  • Cash and Other Net Current Assets

  • Voltas Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Ola Electric Mobility Ltd

  • The Indian Hotels Company Ltd

  • Dixon Technologies (India) Ltd

  • MphasiS Ltd

  • Emami Ltd

  • Suzlon Energy Ltd

  • Kajaria Ceramics Ltd

  • Gujarat Gas Co Ltd

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Consumer Food

  • Bank - Private

  • Auto Ancillary

  • Construction - Real Estate

  • Fertilizers

  • Bank - Public

  • Diesel Engines

  • Finance - NBFC

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Finance - Others

  • Plastic Products

  • Refineries

  • Electric Equipment

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Tyres & Allied

  • Fintech

  • Hotel, Resort & Restaurants

  • Automobile Two & Three Wheelers

  • Defence

  • Courier Services

  • Power Generation/Distribution

  • Finance - Housing

  • Cable

  • Air Conditioners

  • Insurance

  • Chemicals

  • Depository Services

  • Consumer Durables - Domestic Appliances

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Retailing

  • Bearings

  • Abrasives

  • e-Commerce

  • Consumer Durables - Electronics

  • Household & Personal Products

  • 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 ₹11,690.15 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 up ₹0.52(0.71%)yesterday to ₹72.904.

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