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3 Year return

31.31%
Launched on January 2013 (12 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹12344.49 Cr.

Expense Ratio

0.93% (inclusive of GST)

Exit Load

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Ratings

ARQ Rating
1

Ratings by other agencies

2
3
2

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings
Top Holdings% of Asset
Coromandel International Ltd3.31%
Federal Bank Ltd3.24%
Cummins India Ltd3.15%
Kalyan Jewellers India Ltd2.66%
Lupin Ltd2.42%
Others85.22%
Other Holdings% of Asset
Fortis Healthcare Ltd2.27%
Persistent Systems Ltd2.21%
Marico Ltd2.19%
Mahindra & Mahindra Financial Services Ltd2.03%
Indian Bank1.98%
Hindustan Petroleum Corporation Ltd1.94%
Jindal Steel & Power Ltd1.77%
Indus Towers Ltd1.77%
United Breweries Ltd1.77%
Phoenix Mills Ltd1.70%
Alkem Laboratories Ltd1.68%
J K Cements Ltd1.68%
Apollo Tyres Ltd1.68%
PB Fintech Ltd1.67%
Jubilant Foodworks Ltd1.64%
GE Vernova T&D India Ltd1.58%
Coforge Ltd1.53%
BSE Ltd1.52%
Max Healthcare Institute Ltd1.46%
Bharat Electronics Ltd1.44%
Delhivery Ltd1.42%
Torrent Power Ltd1.32%
Union Bank of India1.29%
Chalet Hotels Ltd1.26%
LIC Housing Finance Ltd1.25%
TVS Holdings Ltd1.23%
Dr Lal Pathlabs Ltd1.22%
Supreme Industries Ltd1.18%
AU Small Finance Bank Ltd1.17%
ACC Ltd1.15%
Polycab India Ltd1.13%
TVS Motor Company Ltd1.06%
Oberoi Realty Ltd1.04%
ICICI Prudential Life Insurance Company Ltd1.03%
Astral Ltd1.02%
Devyani International Ltd1.01%
ZF Commercial Vehicle Control System India Ltd1.00%
Prestige Estates Projects Ltd0.99%
Deepak Nitrite Ltd0.98%
L&T Technology Services Ltd0.98%
Computer Age Management Services Ltd0.96%
Crompton Greaves Consumer Electricals Ltd0.96%
Mankind Pharma Ltd0.94%
Shriram Finance Ltd0.90%
Bharat Heavy Electricals Ltd0.87%
APL Apollo Tubes Ltd0.87%
Max Financial Services Ltd0.87%
Zydus Lifesciences Ltd0.85%
Uno Minda Ltd0.85%
Bharti Hexacom Ltd0.80%
P I Industries Ltd0.79%
Trent Ltd0.78%
Schaeffler India Ltd0.77%
Grindwell Norton Ltd0.71%
Gujarat State Petronet Ltd0.67%
Amber Enterprises India Ltd0.66%
Sona BLW Precision Forgings Ltd0.65%
FSN E-Commerce Ventures Ltd0.58%
Tube Investments of India Ltd0.58%
Voltas Ltd0.46%
Ola Electric Mobility Ltd0.42%
Indian Hotels Co Ltd0.41%
Dixon Technologies (India) Ltd0.40%
Mphasis Ltd0.38%
Emami Ltd0.37%
Suzlon Energy Ltd0.26%
Kajaria Ceramics Ltd0.13%
Gujarat Gas Ltd0.12%

Sundaram Mutual Fund Managers

SB

S Bharath

Fund Manager since Feb 2021

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹65,593.02 Cr.
No. of Schemes 100
Setup Date 1996

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Motilal Oswal Midcap Fund

36.7461%

4.5

Edelweiss Mid Cap Fund

34.0837%

3

Nippon India Fund

32.798%

4.5

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

About Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment

The Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment by Sundaram Mutual Fund is an open-ended equity mutual fund scheme that invests in a diversified portfolio of mid-cap companies. The fund also offers an IDCW (in-direct cumulative dividend with reinvestment) option, which means that investors can choose to have their dividends reinvested in the fund. Being an open-ended scheme, investors can buy or sell fund units at any time during trading hours.

Investment Objectives of the Scheme

The investment objective of the Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap companies.

Key Features of The Fund

5-year return 30.32%
Expense Ratio 0.93%
Fund Manager S Bharath
Fund Size ₹12344.49 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is a suitable investment for investors who are looking for high potential returns with the ability to take on moderate to high risk. The fund is best suited for investors with a long-term investment horizon of at least 5 years. If you are an investor who is looking for high potential returns with the ability to take on moderate to high risk, and you would like to have your dividends reinvested in the fund, then the Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment can be a good option for you. However, it is important to do your own research before investing in any mutual fund scheme.

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment on Jun 30 2025, is ₹76.5923

What is the AUM of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment, is ₹12344.49 crore.

What is the expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is 0.93%

What are the returns of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment since inception?

The Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 18.83 since inception.

What is the minimum SIP amount to invest in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is ₹100.

How do I invest in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment on Jun 30 2025, is ₹76.5923

What is the AUM of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment, is ₹12344.49 crore.

What is the expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is 0.93%

What are the returns of Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment since inception?

The Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment was launched on Jan 01 2013. The fund has delivered a CAGR of 18.83 since inception.

What is the minimum SIP amount to invest in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment is ₹100.

How do I invest in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.