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Sundaram Mid Cap Fund - Direct Plan
3 Year Absolute Returns
49.37% ↑
NAV (₹) on 12 Jun 2026
73.60
1 Day NAV Change
2.16%
Risk Level
Very High Risk
Rating
Sundaram Mid Cap Fund - Direct Plan is a Equity mutual fund categorized under MidsmallCap, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 100
Fund Age
13 Yrs
AUM
₹ 13,686.66 Cr.
Benchmark
Nifty Midcap 100
Expense Ratio
0.88%
Scheme Type
Open Ended
Exit Load
1%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 13,686.66 Cr
Equity
482.14%
Money Market & Cash
17.32%
Derivatives & Other Instruments
0.58%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 6.78% |
| Pharmaceuticals | 5.39% |
| Finance & Investments | 5.03% |
| IT Consulting & Software | 4.70% |
| Engines | 3.92% |
| Hospitals & Medical Services | 3.91% |
| Power - Transmission/Equipment | 3.39% |
| Realty | 3.10% |
| Power - Generation/Distribution | 3.03% |
| Exchange Platform | 2.86% |
| Financial Technologies (Fintech) | 2.73% |
| Hotels, Resorts & Restaurants | 2.60% |
| Treps/Reverse Repo | 2.57% |
| Non-Banking Financial Company (NBFC) | 2.55% |
| Personal Care | 2.45% |
| Fertilisers | 2.10% |
| Engineering - Heavy | 2.09% |
| Consumer Electronics | 2.00% |
| Edible Oils & Solvent Extraction | 1.98% |
| E-Commerce/E-Retail | 1.92% |
| Cables - Power/Others | 1.90% |
| Steel - Sponge Iron | 1.87% |
| Gems, Jewellery & Precious Metals | 1.75% |
| Engineering - General | 1.61% |
| Logistics - Warehousing/Supply Chain/Others | 1.57% |
| Aerospace & Defense | 1.51% |
| Cycles & Accessories | 1.50% |
| Auto Parts & Accessories | 1.43% |
| Forgings | 1.38% |
| Refineries | 1.38% |
| Cement | 1.26% |
| Auto Ancl - Susp. & Braking - Others | 1.24% |
| Finance - Banks - Public Sector | 1.22% |
| Domestic Appliances | 1.16% |
| Auto - 2 & 3 Wheelers | 1.15% |
| IT Enabled Services | 0.92% |
| Plastics - Plastic & Plastic Products | 0.88% |
| Finance - Mutual Funds | 0.85% |
| Chemicals - Inorganic - Others | 0.84% |
| Steel - Tubes/Pipes | 0.80% |
| Electric Equipment - General | 0.79% |
| Auto Ancl - Electrical | 0.78% |
| Bearings | 0.76% |
| Aluminium | 0.75% |
| Telecom Equipment | 0.71% |
| Abrasives And Grinding Wheels | 0.69% |
| Telecom Services | 0.64% |
| Internet & Catalogue Retail | 0.61% |
| Services - Others | 0.60% |
| Beverages & Distilleries | 0.59% |
| Agro Chemicals/Pesticides | 0.52% |
| Mutual Fund Units | 0.42% |
| Paints/Varnishes | 0.41% |
| Cash | 0.24% |
| Port & Port Services | 0.17% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| GE Vernova T and D India Ltd | 3.39% | ₹ 463.37 | Power - Transmission/Equipment |
| Cummins India Ltd | 3.22% | ₹ 441.07 | Engines |
| BSE Ltd | 2.86% | ₹ 391.87 | Exchange Platform |
| TREPS | 2.57% | ₹ 351.22 | Others |
| Mahindra & Mahindra Financial Services Ltd | 2.55% | ₹ 349.15 | Non-Banking Financial Company (NBFC) |
| Max Financial Services Ltd | 2.21% | ₹ 302.16 | Finance & Investments |
| The Federal Bank Ltd | 2.20% | ₹ 300.50 | Finance - Banks - Private Sector |
| Coromandel International Ltd | 2.10% | ₹ 287.95 | Fertilisers |
| Suzlon Energy Ltd | 2.09% | ₹ 286.67 | Engineering - Heavy |
| IDFC First Bank Ltd | 1.99% | ₹ 273 | Finance - Banks - Private Sector |
| Marico Ltd | 1.98% | ₹ 271.16 | Edible Oils & Solvent Extraction |
| Polycab India Ltd | 1.90% | ₹ 260.63 | Cables - Power/Others |
| Jindal Steel & Power Ltd | 1.87% | ₹ 255.85 | Steel - Sponge Iron |
| Fortis Health Care Ltd | 1.83% | ₹ 250.96 | Hospitals & Medical Services |
| PB Fintech Ltd | 1.82% | ₹ 249.36 | Financial Technologies (Fintech) |
| Coforge Ltd | 1.82% | ₹ 248.81 | IT Consulting & Software |
| The Phoenix Mills Ltd | 1.81% | ₹ 247.97 | Realty |
| Lupin Ltd | 1.79% | ₹ 244.93 | Pharmaceuticals |
| Kalyan Jewellers India Ltd | 1.75% | ₹ 239.16 | Gems, Jewellery & Precious Metals |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 1.65% | ₹ 226.42 | Finance & Investments |
| Thermax Ltd | 1.61% | ₹ 219.74 | Engineering - General |
| Delhivery Ltd | 1.57% | ₹ 214.98 | Logistics - Warehousing/Supply Chain/Others |
| AU Small Finance Bank Ltd | 1.55% | ₹ 212.70 | Finance - Banks - Private Sector |
| Bharat Electronics Ltd | 1.51% | ₹ 206.64 | Aerospace & Defense |
| Tube Investments of India Ltd | 1.50% | ₹ 205.76 | Cycles & Accessories |
| Gland Pharma Ltd | 1.45% | ₹ 198 | Pharmaceuticals |
| TVS Holdings Ltd | 1.43% | ₹ 196.26 | Auto Parts & Accessories |
| Hindustan Petroleum Corporation Ltd | 1.38% | ₹ 189.05 | Refineries |
| Jubilant Foodworks Ltd | 1.38% | ₹ 189.47 | Hotels, Resorts & Restaurants |
| Sona BLW Precision Forgings Ltd | 1.38% | ₹ 189.52 | Forgings |
| Persistent Systems Ltd | 1.37% | ₹ 186.99 | IT Consulting & Software |
| FSN E–Commerce Ventures Ltd(NYKAA) | 1.26% | ₹ 172.46 | E-Commerce/E-Retail |
| JK Cement Ltd | 1.26% | ₹ 171.89 | Cement |
| ZF Commercial Vehicle Control Systems I Ltd | 1.24% | ₹ 169.28 | Auto Ancl - Susp. & Braking - Others |
| Dr Lal Path Labs Ltd | 1.23% | ₹ 168.78 | Hospitals & Medical Services |
| Indian Bank | 1.22% | ₹ 166.60 | Finance - Banks - Public Sector |
| Torrent Power Ltd | 1.22% | ₹ 166.75 | Power - Generation/Distribution |
| JSW Energy Ltd | 1.18% | ₹ 161.43 | Power - Generation/Distribution |
| Motilal Oswal Financial Services Ltd | 1.17% | ₹ 159.88 | Finance & Investments |
| Amber Enterprises India Ltd | 1.16% | ₹ 158.41 | Domestic Appliances |
| TVS Motor Company Ltd | 1.14% | ₹ 156.29 | Auto - 2 & 3 Wheelers |
| Alkem Laboratories Ltd | 1.11% | ₹ 151.43 | Pharmaceuticals |
| Dixon Technologies (IndiLtd | 1.09% | ₹ 149.81 | Consumer Electronics |
| IndusInd Bank Ltd | 1.04% | ₹ 141.72 | Finance - Banks - Private Sector |
| Mankind Pharma Ltd | 1.04% | ₹ 142.54 | Pharmaceuticals |
| Colgate Palmolive (IndiLtd | 0.96% | ₹ 131.83 | Personal Care |
| L&T Technology Services Ltd | 0.92% | ₹ 125.38 | IT Enabled Services |
| Prestige Estates Projects Ltd | 0.92% | ₹ 125.90 | Realty |
| One 97 Communications Ltd | 0.91% | ₹ 123.91 | Financial Technologies (Fintech) |
| LG Electronics India Ltd | 0.91% | ₹ 124.96 | Consumer Electronics |
| Supreme Industries Ltd | 0.88% | ₹ 120.67 | Plastics - Plastic & Plastic Products |
| Max Healthcare Institute Ltd | 0.85% | ₹ 116.18 | Hospitals & Medical Services |
| Nippon Life India Asset Management Ltd | 0.85% | ₹ 115.80 | Finance - Mutual Funds |
| Deepak Nitrite Ltd | 0.84% | ₹ 114.38 | Chemicals - Inorganic - Others |
| Emami Ltd | 0.82% | ₹ 112.55 | Personal Care |
| Billionbrains Garage Ventures Ltd | 0.81% | ₹ 110.62 | IT Consulting & Software |
| APL Apollo Tubes Ltd | 0.80% | ₹ 109.87 | Steel - Tubes/Pipes |
| Premier Energies Ltd | 0.79% | ₹ 108.36 | Electric Equipment - General |
| UNO Minda Ltd | 0.78% | ₹ 107.39 | Auto Ancl - Electrical |
| Schaeffler India Ltd | 0.76% | ₹ 103.78 | Bearings |
| National Aluminium Company Ltd | 0.75% | ₹ 102.93 | Aluminium |
| Indus Towers Ltd (Prev Bharti Infratel Ltd) | 0.71% | ₹ 97.25 | Telecom Equipment |
| Fractal Analytics Ltd | 0.70% | ₹ 95.23 | IT Consulting & Software |
| Kirloskar Oil Engines Ltd | 0.70% | ₹ 96.40 | Engines |
| Grindwell Norton Ltd | 0.69% | ₹ 93.91 | Abrasives And Grinding Wheels |
| Procter & Gamble Hygiene and Health Care Ltd | 0.67% | ₹ 91.68 | Personal Care |
| Swiggy Ltd | 0.66% | ₹ 90.27 | E-Commerce/E-Retail |
| Bharti Hexacom Ltd | 0.64% | ₹ 87.30 | Telecom Services |
| Chalet Hotels Ltd | 0.64% | ₹ 87.09 | Hotels, Resorts & Restaurants |
| NHPC Ltd | 0.63% | ₹ 85.81 | Power - Generation/Distribution |
| Info Edge (IndiLtd | 0.61% | ₹ 83.25 | Internet & Catalogue Retail |
| Indegene Limited | 0.60% | ₹ 81.73 | Services - Others |
| Radico Khaitan Ltd | 0.59% | ₹ 80.30 | Beverages & Distilleries |
| Devyani international limited | 0.58% | ₹ 79.82 | Hotels, Resorts & Restaurants |
| PI Industries Ltd | 0.52% | ₹ 70.83 | Agro Chemicals/Pesticides |
| Sundaram Liquid Fund - Direct Growth | 0.42% | ₹ 56.97 | Others |
| Berger Paints Ltd | 0.41% | ₹ 56.23 | Paints/Varnishes |
| Oberoi Realty Ltd | 0.37% | ₹ 51.21 | Realty |
| Cash & Other Net Current Assets | 0.24% | ₹ 33.27 | Others |
| JSW Infrastructure Ltd | 0.17% | ₹ 23.08 | Port & Port Services |
| TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Shar01-Sep-2026 | 0.01% | ₹ 1.93 | Auto - 2 & 3 Wheelers |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 2.60% | -1.51% | 0.34% | 14.31% |
| Category returns | -0.18% | 1.45% | 6.40% | 45.61% |
Fund Objective
To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
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Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment?
The current Net Asset Value (NAV) of Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment is ₹73.60 as of 12 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment?
The Assets Under Management (AUM) of Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment is ₹13,686.66 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment?
Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment has delivered returns of -1.51% (1 Year), 14.31% (3 Year), 10.55% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment?
Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment?
The minimum lumpsum investment required for Sundaram Mid Cap Fund - Direct Plan IDCW-Reinvestment is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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