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Sundaram Mid Cap Fund - Direct Plan
3 Year Absolute Returns
53.46% ↑
NAV (₹) on 20 Mar 2026
67.48
1 Day NAV Change
0.44%
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
₹ 13,235.50 Cr.
Benchmark
Nifty Midcap 100
Expense Ratio
0.86%
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
₹ 13,235.50 Cr
Equity
189.65%
Money Market & Cash
9.81%
Derivatives & Other Instruments
0.58%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 7.09% |
| Pharmaceuticals | 5.29% |
| Hospitals & Medical Services | 4.04% |
| Engines | 4.03% |
| IT Consulting & Software | 3.99% |
| Realty | 3.53% |
| Power - Transmission/Equipment | 3.38% |
| Non-Banking Financial Company (NBFC) | 3.33% |
| Finance & Investments | 3.25% |
| Hotels, Resorts & Restaurants | 3.16% |
| Personal Care | 2.99% |
| Fertilisers | 2.69% |
| Treps/Reverse Repo | 2.37% |
| Finance - Banks - Public Sector | 2.14% |
| Steel - Sponge Iron | 2.09% |
| Gems, Jewellery & Precious Metals | 2.09% |
| Refineries | 2.08% |
| Edible Oils & Solvent Extraction | 2.02% |
| Cement | 2.01% |
| Power - Generation/Distribution | 2.00% |
| Exchange Platform | 1.93% |
| Cables - Power/Others | 1.83% |
| Auto Parts & Accessories | 1.71% |
| Aerospace & Defense | 1.69% |
| Financial Technologies (Fintech) | 1.66% |
| Logistics - Warehousing/Supply Chain/Others | 1.64% |
| Consumer Electronics | 1.50% |
| Auto Ancl - Susp. & Braking - Others | 1.48% |
| Auto - 2 & 3 Wheelers | 1.37% |
| Telecom Equipment | 1.35% |
| Forgings | 1.26% |
| Beverages & Distilleries | 1.23% |
| Finance - Housing | 1.08% |
| Steel - Tubes/Pipes | 1.07% |
| Cycles & Accessories | 1.07% |
| Tyres & Tubes | 1.04% |
| Engineering - Heavy | 1.04% |
| IT Enabled Services | 0.97% |
| Services - Others | 0.95% |
| Plastics - Plastic & Plastic Products | 0.92% |
| Auto Ancl - Electrical | 0.92% |
| E-Commerce/E-Retail | 0.90% |
| Domestic Appliances | 0.87% |
| Bearings | 0.83% |
| Chemicals - Inorganic - Others | 0.82% |
| Gas Transmission/Marketing | 0.74% |
| Telecom Services | 0.71% |
| Internet & Catalogue Retail | 0.65% |
| Abrasives And Grinding Wheels | 0.64% |
| Electric Equipment - General | 0.61% |
| Agro Chemicals/Pesticides | 0.60% |
| Derivatives | 0.58% |
| Mutual Fund Units | 0.42% |
| Paints/Varnishes | 0.39% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Cummins India Ltd | 4.03% | ₹ 532.82 | Engines |
| GE Vernova T and D India Ltd | 3.38% | ₹ 447.30 | Power - Transmission/Equipment |
| Mahindra & Mahindra Financial Services Ltd | 3.25% | ₹ 430.39 | Non-Banking Financial Company (NBFC) |
| Coromandel International Ltd | 2.69% | ₹ 355.59 | Fertilisers |
| TREPS | 2.37% | ₹ 313.04 | Others |
| The Federal Bank Ltd | 2.36% | ₹ 311.83 | Finance - Banks - Private Sector |
| Indian Bank | 2.14% | ₹ 283.21 | Finance - Banks - Public Sector |
| IDFC First Bank Ltd | 2.13% | ₹ 281.27 | Finance - Banks - Private Sector |
| Kalyan Jewellers India Ltd | 2.09% | ₹ 276.24 | Gems, Jewellery & Precious Metals |
| Jindal Steel & Power Ltd | 2.09% | ₹ 276.13 | Steel - Sponge Iron |
| Hindustan Petroleum Corporation Ltd | 2.08% | ₹ 274.84 | Refineries |
| Marico Ltd | 2.02% | ₹ 267.82 | Edible Oils & Solvent Extraction |
| Fortis Health Care Ltd | 1.93% | ₹ 254.80 | Hospitals & Medical Services |
| BSE Ltd | 1.93% | ₹ 255.87 | Exchange Platform |
| Polycab India Ltd | 1.83% | ₹ 242.16 | Cables - Power/Others |
| Lupin Ltd | 1.83% | ₹ 241.72 | Pharmaceuticals |
| The Phoenix Mills Ltd | 1.77% | ₹ 234.43 | Realty |
| TVS Holdings Ltd | 1.71% | ₹ 226.29 | Auto Parts & Accessories |
| Bharat Electronics Ltd | 1.69% | ₹ 223.72 | Aerospace & Defense |
| PB Fintech Ltd | 1.66% | ₹ 219.97 | Financial Technologies (Fintech) |
| Jubilant Foodworks Ltd | 1.65% | ₹ 218.66 | Hotels, Resorts & Restaurants |
| Coforge Ltd | 1.64% | ₹ 217.18 | IT Consulting & Software |
| Delhivery Ltd | 1.64% | ₹ 216.81 | Logistics - Warehousing/Supply Chain/Others |
| Dixon Technologies (IndiLtd | 1.50% | ₹ 198.63 | Consumer Electronics |
| AU Small Finance Bank Ltd | 1.50% | ₹ 197.90 | Finance - Banks - Private Sector |
| ZF Commercial Vehicle Control Systems I Ltd | 1.48% | ₹ 196.52 | Auto Ancl - Susp. & Braking - Others |
| Persistent Systems Ltd | 1.43% | ₹ 189.43 | IT Consulting & Software |
| JK Cement Ltd | 1.42% | ₹ 188.01 | Cement |
| TVS Motor Company Ltd | 1.36% | ₹ 180.23 | Auto - 2 & 3 Wheelers |
| Indus Towers Ltd (Prev Bharti Infratel Ltd) | 1.35% | ₹ 178.29 | Telecom Equipment |
| Sona BLW Precision Forgings Ltd | 1.26% | ₹ 167.25 | Forgings |
| United Breweries Ltd | 1.23% | ₹ 163.44 | Beverages & Distilleries |
| Torrent Power Ltd | 1.23% | ₹ 162.49 | Power - Generation/Distribution |
| Gland Pharma Ltd | 1.20% | ₹ 159.26 | Pharmaceuticals |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 1.18% | ₹ 156.64 | Finance & Investments |
| Alkem Laboratories Ltd | 1.17% | ₹ 155.33 | Pharmaceuticals |
| Colgate Palmolive (IndiLtd | 1.15% | ₹ 152.32 | Personal Care |
| Dr Lal Path Labs Ltd | 1.12% | ₹ 147.68 | Hospitals & Medical Services |
| IndusInd Bank Ltd | 1.10% | ₹ 145.46 | Finance - Banks - Private Sector |
| LIC Housing Finance Ltd | 1.08% | ₹ 142.59 | Finance - Housing |
| APL Apollo Tubes Ltd | 1.07% | ₹ 141.09 | Steel - Tubes/Pipes |
| Tube Investments of India Ltd | 1.07% | ₹ 141.69 | Cycles & Accessories |
| Max Financial Services Ltd | 1.07% | ₹ 141.86 | Finance & Investments |
| Apollo Tyres Ltd | 1.04% | ₹ 137.57 | Tyres & Tubes |
| Suzlon Energy Ltd | 1.04% | ₹ 137.71 | Engineering - Heavy |
| Motilal Oswal Financial Services Ltd | 1.00% | ₹ 131.83 | Finance & Investments |
| Max Healthcare Institute Ltd | 0.99% | ₹ 131.45 | Hospitals & Medical Services |
| Prestige Estates Projects Ltd | 0.97% | ₹ 128.09 | Realty |
| Emami Ltd | 0.97% | ₹ 128.95 | Personal Care |
| L&T Technology Services Ltd | 0.97% | ₹ 128.30 | IT Enabled Services |
| Supreme Industries Ltd | 0.92% | ₹ 121.31 | Plastics - Plastic & Plastic Products |
| UNO Minda Ltd | 0.92% | ₹ 121.79 | Auto Ancl - Electrical |
| Mankind Pharma Ltd | 0.88% | ₹ 115.88 | Pharmaceuticals |
| Procter & Gamble Hygiene and Health Care Ltd | 0.87% | ₹ 114.59 | Personal Care |
| Amber Enterprises India Ltd | 0.87% | ₹ 115.04 | Domestic Appliances |
| Chalet Hotels Ltd | 0.84% | ₹ 110.91 | Hotels, Resorts & Restaurants |
| Schaeffler India Ltd | 0.83% | ₹ 109.52 | Bearings |
| Deepak Nitrite Ltd | 0.82% | ₹ 108.73 | Chemicals - Inorganic - Others |
| Oberoi Realty Ltd | 0.79% | ₹ 104.57 | Realty |
| NHPC Ltd | 0.77% | ₹ 102.06 | Power - Generation/Distribution |
| Gujarat State Petronet Ltd | 0.74% | ₹ 97.36 | Gas Transmission/Marketing |
| Bharti Hexacom Ltd | 0.71% | ₹ 93.80 | Telecom Services |
| Devyani international limited | 0.67% | ₹ 88.18 | Hotels, Resorts & Restaurants |
| Info Edge (IndiLtd | 0.65% | ₹ 86.15 | Internet & Catalogue Retail |
| Grindwell Norton Ltd | 0.64% | ₹ 84.86 | Abrasives And Grinding Wheels |
| Premier Energies Ltd | 0.61% | ₹ 80.15 | Electric Equipment - General |
| PI Industries Ltd | 0.60% | ₹ 79.56 | Agro Chemicals/Pesticides |
| Indegene Limited | 0.59% | ₹ 77.77 | Services - Others |
| Dalmia Cement (Bharat) Ltd. | 0.59% | ₹ 78.14 | Cement |
| Swiggy Ltd | 0.55% | ₹ 72.28 | E-Commerce/E-Retail |
| Fractal Analytics Ltd | 0.53% | ₹ 70.79 | IT Consulting & Software |
| Margin Money For Derivatives | 0.49% | ₹ 65.25 | Others |
| Sundaram Liquid Fund - Direct Growth | 0.42% | ₹ 56.03 | Others |
| Billionbrains Garage Ventures Ltd | 0.39% | ₹ 51.48 | IT Consulting & Software |
| Berger Paints Ltd | 0.39% | ₹ 52.03 | Paints/Varnishes |
| CRISIL Ltd | 0.36% | ₹ 47.27 | Services - Others |
| FSN E–Commerce Ventures Ltd(NYKAA) | 0.35% | ₹ 46.53 | E-Commerce/E-Retail |
| Zydus Lifesciences Ltd | 0.21% | ₹ 27.60 | Pharmaceuticals |
| Jubilant Foodworks Ltd MAR-2026 | 0.09% | ₹ 11.53 | Others |
| Shriram Finance Ltd | 0.08% | ₹ 11.20 | Non-Banking Financial Company (NBFC) |
| TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Shar01-Sep-2026 | 0.01% | ₹ 1.91 | Auto - 2 & 3 Wheelers |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -9.31% | 1.20% | 4.55% | 15.34% |
| Category returns | -5.72% | 2.83% | 12.44% | 50.79% |
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
Mr. Dwijendra Srivastava
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
Top Funds from Equity - Mid Cap
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Mirae Asset Midcap Fund
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₹22.41 | -6.07% | 33.07% | 40.74% | ₹18,070 | 1.65% |
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Mirae Asset Midcap Fund
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₹22.41 | -6.07% | 33.07% | 40.74% | ₹18,070 | 1.65% |
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DSP Mid Cap Fund
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₹26.16 | -1.71% | 31.62% | 5.43% | ₹19,641 | 1.67% |
Very High
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DSP Mid Cap Fund
MidsmallCap
Regular
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₹26.16 | -1.71% | 31.62% | 5.43% | ₹19,641 | 1.67% |
Very High
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Baroda BNP Paribas Mid Cap Fund
MidsmallCap
Regular
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₹55.75 | -2.25% | 31.52% | 53.49% | ₹2,341 | 1.97% |
Very High
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Baroda BNP Paribas Mid Cap Fund
MidsmallCap
Regular
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₹55.75 | -2.25% | 31.52% | 53.49% | ₹2,341 | 1.97% |
Very High
|
|
Axis Midcap Fund
Diversified
Regular
|
₹36.06 | -3.38% | 29.02% | 24.26% | ₹31,977 | 1.56% |
Very High
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|
Axis Midcap Fund
Diversified
Regular
|
₹36.06 | -3.38% | 29.02% | 24.26% | ₹31,977 | 1.56% |
Very High
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|
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹19.21 | 10.23% | 101.53% | 0.00% | ₹4,695 | 0.59% |
Very High
|
|
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹19.21 | 10.23% | 101.53% | 0.00% | ₹4,695 | 0.59% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹76.80 | -2.45% | 32.13% | 40.86% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹76.80 | -2.45% | 32.13% | 40.86% | ₹135 | 0.52% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹76.80 | -2.45% | 32.13% | 40.86% | ₹135 | 0.52% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹33.38 | 0.63% | 30.98% | 44.68% | ₹1,695 | 2.06% |
Moderately High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹72.65 | -2.95% | 30.19% | 37.73% | ₹135 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹72.65 | -2.95% | 30.19% | 37.73% | ₹135 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹72.65 | -2.95% | 30.19% | 37.73% | ₹135 | 1.08% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹29.69 | -2.22% | 30.07% | 42.74% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹29.69 | -2.22% | 30.07% | 42.74% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.08 | -5.14% | 28.87% | 0.00% | ₹2,059 | 2.04% |
Very High
|
FAQs
What is the current NAV of Sundaram Mid Cap Fund - Direct Plan IDCW?
The current Net Asset Value (NAV) of Sundaram Mid Cap Fund - Direct Plan IDCW is ₹67.48 as of 20 Mar 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?
The Assets Under Management (AUM) of Sundaram Mid Cap Fund - Direct Plan IDCW is ₹13,235.50 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?
Sundaram Mid Cap Fund - Direct Plan IDCW has delivered returns of 1.20% (1 Year), 15.34% (3 Year), 10.70% (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?
Sundaram Mid Cap Fund - Direct Plan IDCW 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?
The minimum lumpsum investment required for Sundaram Mid Cap Fund - Direct Plan IDCW 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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