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Sundaram Mid Cap Fund
3 Year Absolute Returns
52.42% ↑
NAV (₹) on 21 May 2026
66.37
1 Day NAV Change
0.07%
Risk Level
Very High Risk
Rating
Sundaram Mid Cap Fund is a Equity mutual fund categorized under MidsmallCap, offered by Sundaram Asset Management Company Ltd.. Launched on 30 Jul 2002, investors can start with a minimum SIP of ₹100 ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
30 Jul 2002
Min. Lumpsum Amount
₹ 100
Fund Age
23 Yrs
AUM
₹ 13,378.01 Cr.
Benchmark
Nifty Midcap 100
Expense Ratio
2.25%
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
₹ 13,378.01 Cr
Equity
384.95%
Money Market & Cash
14.49%
Derivatives & Other Instruments
0.58%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 6.87% |
| Pharmaceuticals | 5.05% |
| Finance & Investments | 4.43% |
| IT Consulting & Software | 4.33% |
| Hospitals & Medical Services | 3.83% |
| Engines | 3.35% |
| Power - Transmission/Equipment | 3.34% |
| Realty | 3.20% |
| Power - Generation/Distribution | 3.17% |
| Hotels, Resorts & Restaurants | 2.92% |
| Personal Care | 2.71% |
| Non-Banking Financial Company (NBFC) | 2.67% |
| Financial Technologies (Fintech) | 2.59% |
| Exchange Platform | 2.57% |
| Fertilisers | 2.43% |
| Treps/Reverse Repo | 2.38% |
| Gems, Jewellery & Precious Metals | 2.08% |
| Edible Oils & Solvent Extraction | 1.97% |
| Steel - Sponge Iron | 1.94% |
| Consumer Electronics | 1.89% |
| Logistics - Warehousing/Supply Chain/Others | 1.75% |
| Cables - Power/Others | 1.67% |
| E-Commerce/E-Retail | 1.64% |
| Finance - Banks - Public Sector | 1.64% |
| Aerospace & Defense | 1.62% |
| Engineering - Heavy | 1.60% |
| Auto Parts & Accessories | 1.54% |
| Refineries | 1.51% |
| Forgings | 1.42% |
| Cement | 1.31% |
| Auto Ancl - Susp. & Braking - Others | 1.27% |
| Auto - 2 & 3 Wheelers | 1.23% |
| Engineering - General | 1.19% |
| Cycles & Accessories | 1.13% |
| IT Enabled Services | 0.99% |
| Domestic Appliances | 0.96% |
| Telecom Equipment | 0.95% |
| Plastics - Plastic & Plastic Products | 0.92% |
| Steel - Tubes/Pipes | 0.90% |
| Chemicals - Inorganic - Others | 0.89% |
| Auto Ancl - Electrical | 0.85% |
| Beverages & Distilleries | 0.83% |
| Electric Equipment - General | 0.83% |
| Bearings | 0.77% |
| Tyres & Tubes | 0.76% |
| Finance - Mutual Funds | 0.70% |
| Gas Transmission/Marketing | 0.68% |
| Telecom Services | 0.66% |
| Internet & Catalogue Retail | 0.61% |
| Abrasives And Grinding Wheels | 0.60% |
| Services - Others | 0.59% |
| Agro Chemicals/Pesticides | 0.58% |
| Aluminium | 0.45% |
| Mutual Fund Units | 0.42% |
| Paints/Varnishes | 0.40% |
| Cash | 0.40% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Cummins India Ltd | 3.35% | ₹ 447.64 | Engines |
| GE Vernova T and D India Ltd | 3.34% | ₹ 446.62 | Power - Transmission/Equipment |
| Mahindra & Mahindra Financial Services Ltd | 2.67% | ₹ 357.26 | Non-Banking Financial Company (NBFC) |
| BSE Ltd | 2.57% | ₹ 344.09 | Exchange Platform |
| Coromandel International Ltd | 2.43% | ₹ 325.40 | Fertilisers |
| TREPS | 2.38% | ₹ 319 | Others |
| The Federal Bank Ltd | 2.23% | ₹ 298.42 | Finance - Banks - Private Sector |
| Kalyan Jewellers India Ltd | 2.08% | ₹ 278.02 | Gems, Jewellery & Precious Metals |
| IDFC First Bank Ltd | 1.99% | ₹ 266.57 | Finance - Banks - Private Sector |
| Max Financial Services Ltd | 1.99% | ₹ 265.60 | Finance & Investments |
| Marico Ltd | 1.97% | ₹ 263.18 | Edible Oils & Solvent Extraction |
| Jindal Steel & Power Ltd | 1.94% | ₹ 259.22 | Steel - Sponge Iron |
| Lupin Ltd | 1.86% | ₹ 248.98 | Pharmaceuticals |
| The Phoenix Mills Ltd | 1.86% | ₹ 249.47 | Realty |
| Fortis Health Care Ltd | 1.86% | ₹ 249.48 | Hospitals & Medical Services |
| PB Fintech Ltd | 1.85% | ₹ 247.38 | Financial Technologies (Fintech) |
| Delhivery Ltd | 1.75% | ₹ 233.65 | Logistics - Warehousing/Supply Chain/Others |
| Polycab India Ltd | 1.67% | ₹ 223.04 | Cables - Power/Others |
| Coforge Ltd | 1.64% | ₹ 219.03 | IT Consulting & Software |
| Indian Bank | 1.64% | ₹ 219.35 | Finance - Banks - Public Sector |
| Bharat Electronics Ltd | 1.62% | ₹ 216.98 | Aerospace & Defense |
| Suzlon Energy Ltd | 1.60% | ₹ 214.39 | Engineering - Heavy |
| AU Small Finance Bank Ltd | 1.59% | ₹ 213.35 | Finance - Banks - Private Sector |
| Jubilant Foodworks Ltd | 1.59% | ₹ 212.12 | Hotels, Resorts & Restaurants |
| TVS Holdings Ltd | 1.54% | ₹ 206.42 | Auto Parts & Accessories |
| Torrent Power Ltd | 1.52% | ₹ 203.82 | Power - Generation/Distribution |
| Hindustan Petroleum Corporation Ltd | 1.51% | ₹ 202.26 | Refineries |
| Sona BLW Precision Forgings Ltd | 1.42% | ₹ 190.01 | Forgings |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 1.35% | ₹ 181.06 | Finance & Investments |
| Persistent Systems Ltd | 1.33% | ₹ 178.27 | IT Consulting & Software |
| JK Cement Ltd | 1.31% | ₹ 175.75 | Cement |
| ZF Commercial Vehicle Control Systems I Ltd | 1.27% | ₹ 169.57 | Auto Ancl - Susp. & Braking - Others |
| TVS Motor Company Ltd | 1.22% | ₹ 162.68 | Auto - 2 & 3 Wheelers |
| Thermax Ltd | 1.19% | ₹ 159.03 | Engineering - General |
| Gland Pharma Ltd | 1.16% | ₹ 154.77 | Pharmaceuticals |
| Dixon Technologies (IndiLtd | 1.13% | ₹ 150.75 | Consumer Electronics |
| Tube Investments of India Ltd | 1.13% | ₹ 151.70 | Cycles & Accessories |
| Alkem Laboratories Ltd | 1.11% | ₹ 148.73 | Pharmaceuticals |
| Motilal Oswal Financial Services Ltd | 1.09% | ₹ 145.48 | Finance & Investments |
| Dr Lal Path Labs Ltd | 1.08% | ₹ 144.23 | Hospitals & Medical Services |
| IndusInd Bank Ltd | 1.06% | ₹ 141.99 | Finance - Banks - Private Sector |
| Colgate Palmolive (IndiLtd | 1.00% | ₹ 134.16 | Personal Care |
| L&T Technology Services Ltd | 0.99% | ₹ 132.46 | IT Enabled Services |
| Prestige Estates Projects Ltd | 0.97% | ₹ 130.05 | Realty |
| Amber Enterprises India Ltd | 0.96% | ₹ 127.79 | Domestic Appliances |
| Indus Towers Ltd (Prev Bharti Infratel Ltd) | 0.95% | ₹ 127.08 | Telecom Equipment |
| Emami Ltd | 0.94% | ₹ 125.35 | Personal Care |
| FSN E–Commerce Ventures Ltd(NYKAA) | 0.93% | ₹ 124.69 | E-Commerce/E-Retail |
| Mankind Pharma Ltd | 0.92% | ₹ 123.57 | Pharmaceuticals |
| Supreme Industries Ltd | 0.92% | ₹ 123.17 | Plastics - Plastic & Plastic Products |
| APL Apollo Tubes Ltd | 0.90% | ₹ 120.28 | Steel - Tubes/Pipes |
| Max Healthcare Institute Ltd | 0.89% | ₹ 119.54 | Hospitals & Medical Services |
| Deepak Nitrite Ltd | 0.89% | ₹ 119.47 | Chemicals - Inorganic - Others |
| UNO Minda Ltd | 0.85% | ₹ 114 | Auto Ancl - Electrical |
| NHPC Ltd | 0.84% | ₹ 112.73 | Power - Generation/Distribution |
| Premier Energies Ltd | 0.83% | ₹ 111.63 | Electric Equipment - General |
| JSW Energy Ltd | 0.81% | ₹ 108.02 | Power - Generation/Distribution |
| Schaeffler India Ltd | 0.77% | ₹ 103.68 | Bearings |
| Procter & Gamble Hygiene and Health Care Ltd | 0.77% | ₹ 102.43 | Personal Care |
| LG Electronics India Ltd | 0.76% | ₹ 101.37 | Consumer Electronics |
| Apollo Tyres Ltd | 0.76% | ₹ 101.83 | Tyres & Tubes |
| One 97 Communications Ltd | 0.74% | ₹ 98.62 | Financial Technologies (Fintech) |
| Swiggy Ltd | 0.71% | ₹ 94.61 | E-Commerce/E-Retail |
| Nippon Life India Asset Management Ltd | 0.70% | ₹ 93.67 | Finance - Mutual Funds |
| Billionbrains Garage Ventures Ltd | 0.70% | ₹ 93.49 | IT Consulting & Software |
| Chalet Hotels Ltd | 0.68% | ₹ 90.92 | Hotels, Resorts & Restaurants |
| Gujarat State Petronet Ltd | 0.68% | ₹ 91.11 | Gas Transmission/Marketing |
| Bharti Hexacom Ltd | 0.66% | ₹ 88.58 | Telecom Services |
| Fractal Analytics Ltd | 0.66% | ₹ 88.92 | IT Consulting & Software |
| Devyani international limited | 0.65% | ₹ 86.30 | Hotels, Resorts & Restaurants |
| Info Edge (IndiLtd | 0.61% | ₹ 81.40 | Internet & Catalogue Retail |
| Grindwell Norton Ltd | 0.60% | ₹ 80.44 | Abrasives And Grinding Wheels |
| Indegene Limited | 0.59% | ₹ 78.31 | Services - Others |
| PI Industries Ltd | 0.58% | ₹ 77.97 | Agro Chemicals/Pesticides |
| Radico Khaitan Ltd | 0.46% | ₹ 61.01 | Beverages & Distilleries |
| National Aluminium Company Ltd | 0.45% | ₹ 59.90 | Aluminium |
| Sundaram Liquid Fund - Direct Growth | 0.42% | ₹ 56.69 | Others |
| Berger Paints Ltd | 0.40% | ₹ 53.14 | Paints/Varnishes |
| Cash & Other Net Current Assets | 0.40% | ₹ 53.61 | Others |
| United Breweries Ltd | 0.37% | ₹ 49.28 | Beverages & Distilleries |
| Oberoi Realty Ltd | 0.37% | ₹ 50.09 | Realty |
| TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Shar01-Sep-2026 | 0.01% | ₹ 1.90 | Auto - 2 & 3 Wheelers |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 2.72% | 0.68% | 2.00% | 15.08% |
| Category returns | -0.12% | 3.07% | 9.78% | 50.49% |
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
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NAV
|
Returns
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3Y
5Y
|
AUM (Cr)
|
Expense Ratio
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Risk Meter
|
||
|---|---|---|---|---|---|---|---|
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Axis Midcap Fund
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PGIM India Midcap Fund
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PGIM India Midcap Fund
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₹22.69 | -6.47% | 10.36% | 18.05% | ₹10,738 | 1.99% |
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HSBC Midcap Fund - Direct Plan
MidsmallCap
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₹498.68 | 20.39% | 113.68% | 153.68% | ₹13,387 | 2.53% |
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ICICI Prudential MidCap Fund - Direct Plan
MidsmallCap
Direct
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₹380.54 | 20.41% | 109.78% | 159.63% | ₹7,557 | 1.02% |
Very High
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|
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹21.82 | 15.14% | 107.88% | 0.00% | ₹5,293 | 0.72% |
Very High
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|
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹21.82 | 15.14% | 107.88% | 0.00% | ₹5,293 | 0.72% |
Very High
|
|
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹21.82 | 15.14% | 107.88% | 0.00% | ₹5,293 | 0.72% |
Very High
|
|
HSBC Midcap Fund
MidsmallCap
Regular
|
₹437.33 | 19.13% | 106.97% | 140.26% | ₹13,387 | 3.59% |
Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Value Fund
ELSS
Regular
|
₹206.50 | -3.98% | 31.44% | 65.01% | ₹1,323 | 2.18% |
Very High
|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹69.90 | 0.55% | 30.95% | 55.73% | ₹1,079 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹19.88 | -5.00% | 29.15% | 56.53% | ₹3,063 | 1.94% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹34.30 | -1.65% | 28.79% | 45.14% | ₹1,658 | 2.31% |
Moderately High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.27 | -6.79% | 25.47% | 40.88% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.27 | -6.79% | 25.47% | 40.88% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Multi Cap Fund - Direct Plan
Diversified
Direct
|
₹81.27 | -6.79% | 25.47% | 40.88% | ₹2,807 | 1.79% |
Very High
|
|
Sundaram Banking & PSU Fund - Direct Plan
FRF-ST
Direct
|
₹21.90 | 9.39% | 24.96% | 32.40% | ₹278 | 0.27% |
Moderate
|
|
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹32.96 | -3.80% | 24.51% | 39.10% | ₹6,575 | 0.78% |
Very High
|
|
Sundaram Large and Mid Cap Fund - Direct Plan
Diversified
Direct
|
₹32.96 | -3.80% | 24.51% | 39.10% | ₹6,575 | 0.78% |
Very High
|
FAQs
What is the current NAV of Sundaram Mid Cap Fund Regular IDCW-Reinvestment?
The current Net Asset Value (NAV) of Sundaram Mid Cap Fund Regular IDCW-Reinvestment is ₹66.37 as of 21 May 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 Regular IDCW-Reinvestment?
The Assets Under Management (AUM) of Sundaram Mid Cap Fund Regular IDCW-Reinvestment is ₹13,378.01 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 Regular IDCW-Reinvestment?
Sundaram Mid Cap Fund Regular IDCW-Reinvestment has delivered returns of 0.68% (1 Year), 15.08% (3 Year), 11.06% (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 Regular IDCW-Reinvestment?
Sundaram Mid Cap Fund Regular 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 Regular IDCW-Reinvestment?
The minimum lumpsum investment required for Sundaram Mid Cap Fund Regular 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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