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Sensex
74,003.82
▼ -1.04%
Nifty
23,118.60
▼ -1.19%
22k Gold
₹ 14,039/gm
Silver
₹ 2,44,900/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 107.90
USD
₹ 95.93
Sundaram Mid Cap Fund - Direct Plan
3 Year Absolute Returns
21.03% ↑
NAV (₹) on 15 Sep 2026
70.13
1 Day NAV Change
-2.12%
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
₹ 14,863.43 Cr.
Benchmark
Nifty Midcap 100
Expense Ratio
1.05%
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
₹ 14,863.43 Cr
Equity
97.77%
Money Market & Cash
1.75%
Derivatives & Other Instruments
0.78%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 8.38% |
| Finance & Investments | 6.17% |
| Pharmaceuticals | 5.54% |
| IT Consulting & Software | 4.53% |
| Hospitals & Medical Services | 3.59% |
| Engines | 3.34% |
| Financial Technologies (Fintech) | 3.13% |
| Hotels, Resorts & Restaurants | 2.98% |
| Non-Banking Financial Company (NBFC) | 2.94% |
| Realty | 2.80% |
| Gems, Jewellery & Precious Metals | 2.61% |
| Consumer Electronics | 2.60% |
| E-Commerce/E-Retail | 2.53% |
| Fertilisers | 2.22% |
| Power - Transmission/Equipment | 2.09% |
| Power - Generation/Distribution | 1.93% |
| Exchange Platform | 1.88% |
| Engineering - Heavy | 1.85% |
| Forgings | 1.84% |
| Auto - LCVs/HCVs | 1.83% |
| Edible Oils & Solvent Extraction | 1.82% |
| Engineering - General | 1.77% |
| Treps/Reverse Repo | 1.75% |
| Cables - Power/Others | 1.75% |
| Steel - Sponge Iron | 1.70% |
| Auto - 2 & 3 Wheelers | 1.59% |
| Logistics - Warehousing/Supply Chain/Others | 1.46% |
| Cycles & Accessories | 1.43% |
| IT Enabled Services | 1.31% |
| Auto Parts & Accessories | 1.29% |
| Aerospace & Defense | 1.25% |
| Finance - Banks - Public Sector | 1.16% |
| Refineries | 1.16% |
| Cement | 1.15% |
| Domestic Appliances | 1.08% |
| Auto Ancl - Susp. & Braking - Others | 1.07% |
| Mutual Fund Units | 1.07% |
| Bearings | 1.00% |
| Steel - Tubes/Pipes | 0.90% |
| Aluminium | 0.87% |
| Finance - Mutual Funds | 0.83% |
| Auto Ancl - Electrical | 0.82% |
| Derivatives | 0.78% |
| Beverages & Distilleries | 0.75% |
| Chemicals - Inorganic - Others | 0.74% |
| Internet & Catalogue Retail | 0.74% |
| Personal Care | 0.69% |
| Abrasives And Grinding Wheels | 0.68% |
| Services - Others | 0.64% |
| Telecom Services | 0.61% |
| Steel - Pig Iron | 0.46% |
| Port & Port Services | 0.41% |
| Agro Chemicals/Pesticides | 0.41% |
| Paints/Varnishes | 0.38% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | 2.94% | ₹ 436.41 | Non-Banking Financial Company (NBFC) |
| Kalyan Jewellers India Ltd | 2.61% | ₹ 387.70 | Gems, Jewellery & Precious Metals |
| Cummins India Ltd | 2.48% | ₹ 368.58 | Engines |
| The Federal Bank Ltd | 2.47% | ₹ 367.40 | Finance - Banks - Private Sector |
| Coforge Ltd | 2.24% | ₹ 333.53 | IT Consulting & Software |
| Coromandel International Ltd | 2.22% | ₹ 330.70 | Fertilisers |
| IDFC First Bank Ltd | 2.21% | ₹ 329.08 | Finance - Banks - Private Sector |
| GE Vernova T and D India Ltd | 2.09% | ₹ 311.16 | Power - Transmission/Equipment |
| Max Financial Services Ltd | 1.91% | ₹ 283.94 | Finance & Investments |
| IndusInd Bank Ltd | 1.88% | ₹ 280.07 | Finance - Banks - Private Sector |
| BSE Ltd | 1.88% | ₹ 278.97 | Exchange Platform |
| Suzlon Energy Ltd | 1.85% | ₹ 274.31 | Engineering - Heavy |
| Sona BLW Precision Forgings Ltd | 1.84% | ₹ 274 | Forgings |
| Ashok Leyland Ltd | 1.83% | ₹ 272.24 | Auto - LCVs/HCVs |
| Marico Ltd | 1.82% | ₹ 270.60 | Edible Oils & Solvent Extraction |
| AU Small Finance Bank Ltd | 1.82% | ₹ 270.46 | Finance - Banks - Private Sector |
| The Phoenix Mills Ltd | 1.79% | ₹ 266 | Realty |
| Thermax Ltd | 1.77% | ₹ 263.79 | Engineering - General |
| Lupin Ltd | 1.76% | ₹ 260.87 | Pharmaceuticals |
| Polycab India Ltd | 1.75% | ₹ 259.74 | Cables - Power/Others |
| TREPS | 1.75% | ₹ 259.67 | Others |
| Jindal Steel & Power Ltd | 1.70% | ₹ 252.81 | Steel - Sponge Iron |
| PB Fintech Ltd | 1.66% | ₹ 246.78 | Financial Technologies (Fintech) |
| Fortis Health Care Ltd | 1.65% | ₹ 245.14 | Hospitals & Medical Services |
| Gland Pharma Ltd | 1.63% | ₹ 242.44 | Pharmaceuticals |
| FSN E–Commerce Ventures Ltd(NYKAA) | 1.59% | ₹ 236.82 | E-Commerce/E-Retail |
| TVS Motor Company Ltd | 1.58% | ₹ 234.75 | Auto - 2 & 3 Wheelers |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 1.58% | ₹ 235 | Finance & Investments |
| Dr Lal Path Labs Ltd | 1.53% | ₹ 227.32 | Hospitals & Medical Services |
| Jubilant Foodworks Ltd | 1.52% | ₹ 225.31 | Hotels, Resorts & Restaurants |
| One 97 Communications Ltd | 1.47% | ₹ 218.07 | Financial Technologies (Fintech) |
| Delhivery Ltd | 1.46% | ₹ 216.81 | Logistics - Warehousing/Supply Chain/Others |
| Tube Investments of India Ltd | 1.43% | ₹ 212.67 | Cycles & Accessories |
| Tata Capital Ltd | 1.40% | ₹ 208.78 | Finance & Investments |
| L&T Technology Services Ltd | 1.31% | ₹ 194.85 | IT Enabled Services |
| LG Electronics India Ltd | 1.30% | ₹ 193.12 | Consumer Electronics |
| Dixon Technologies (IndiLtd | 1.30% | ₹ 193.05 | Consumer Electronics |
| TVS Holdings Ltd | 1.29% | ₹ 191.58 | Auto Parts & Accessories |
| Motilal Oswal Financial Services Ltd | 1.28% | ₹ 189.59 | Finance & Investments |
| Bharat Electronics Ltd | 1.25% | ₹ 185.67 | Aerospace & Defense |
| Alkem Laboratories Ltd | 1.17% | ₹ 173.44 | Pharmaceuticals |
| Indian Bank | 1.16% | ₹ 172.56 | Finance - Banks - Public Sector |
| Hindustan Petroleum Corporation Ltd | 1.16% | ₹ 171.90 | Refineries |
| JK Cement Ltd | 1.15% | ₹ 170.63 | Cement |
| Amber Enterprises India Ltd | 1.08% | ₹ 160.02 | Domestic Appliances |
| ZF Commercial Vehicle Control Systems I Ltd | 1.07% | ₹ 159.68 | Auto Ancl - Susp. & Braking - Others |
| Prestige Estates Projects Ltd | 1.01% | ₹ 150.15 | Realty |
| Schaeffler India Ltd | 1.00% | ₹ 148.55 | Bearings |
| Torrent Power Ltd | 0.98% | ₹ 145.81 | Power - Generation/Distribution |
| Persistent Systems Ltd | 0.98% | ₹ 145.46 | IT Consulting & Software |
| Mankind Pharma Ltd | 0.98% | ₹ 145.15 | Pharmaceuticals |
| JSW Energy Ltd | 0.95% | ₹ 141.18 | Power - Generation/Distribution |
| Swiggy Ltd | 0.94% | ₹ 139.29 | E-Commerce/E-Retail |
| APL Apollo Tubes Ltd | 0.90% | ₹ 133.40 | Steel - Tubes/Pipes |
| National Aluminium Company Ltd | 0.87% | ₹ 129.71 | Aluminium |
| Kirloskar Oil Engines Ltd | 0.86% | ₹ 127.85 | Engines |
| Nippon Life India Asset Management Ltd | 0.83% | ₹ 123.38 | Finance - Mutual Funds |
| UNO Minda Ltd | 0.82% | ₹ 122.50 | Auto Ancl - Electrical |
| Devyani international limited | 0.79% | ₹ 117.95 | Hotels, Resorts & Restaurants |
| Margin Money For Derivatives | 0.78% | ₹ 115.25 | Others |
| Billionbrains Garage Ventures Ltd | 0.77% | ₹ 114.91 | IT Consulting & Software |
| Radico Khaitan Ltd | 0.75% | ₹ 110.88 | Beverages & Distilleries |
| Deepak Nitrite Ltd | 0.74% | ₹ 110.21 | Chemicals - Inorganic - Others |
| Info Edge (IndiLtd | 0.74% | ₹ 109.86 | Internet & Catalogue Retail |
| Emami Ltd | 0.69% | ₹ 102.65 | Personal Care |
| Grindwell Norton Ltd | 0.68% | ₹ 101.15 | Abrasives And Grinding Wheels |
| Sundaram Money Market Fund-Direct Plan - Growth | 0.68% | ₹ 100.86 | Others |
| Chalet Hotels Ltd | 0.67% | ₹ 100.15 | Hotels, Resorts & Restaurants |
| Indegene Limited | 0.64% | ₹ 95.85 | Services - Others |
| Bharti Hexacom Ltd | 0.61% | ₹ 90.22 | Telecom Services |
| Fractal Analytics Ltd | 0.54% | ₹ 80.95 | IT Consulting & Software |
| Kirloskar Ferrous Ind Ltd | 0.46% | ₹ 68.04 | Steel - Pig Iron |
| JSW Infrastructure Ltd | 0.41% | ₹ 61.17 | Port & Port Services |
| Manipal Health Enterprises Ltd | 0.41% | ₹ 61.02 | Hospitals & Medical Services |
| PI Industries Ltd | 0.41% | ₹ 60.49 | Agro Chemicals/Pesticides |
| Sundaram Liquid Fund - Direct Growth | 0.39% | ₹ 58 | Others |
| Berger Paints Ltd | 0.38% | ₹ 55.91 | Paints/Varnishes |
| TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Shar01-Sep-2026 | 0.01% | ₹ 1.86 | Auto - 2 & 3 Wheelers |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -4.39% | -2.52% | -8.20% | 6.57% |
| Category returns | 1.08% | 1.78% | -0.59% | 33.30% |
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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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 ₹70.13 as of 15 Sep 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 ₹14,863.43 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 -2.52% (1 Year), 6.57% (3 Year), 7.98% (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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