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EQUITY•MID CAP FUND

Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment

3 Year return

25.02%
NAV on January 16, 2026
72.3234
1D Returns
0%
Launched on January 2013(13 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
49.86%₹1,795
Total Value ₹5,395

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹13,292.89 Cr.
Expense Ratio
0.86% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

Value Research
2
Crisil
3
Morning Star
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

Sundaram Mutual Fund Manager

RV

Ratish Varier

Fund Manager since Feb 2021

SB

S Bharath

Fund Manager since Jan 2022

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹76,570.4 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund25.4374%
4.5
HDFC Mid Cap Fund25.7762%
4
Edelweiss Mid Cap Fund27.1209%
3

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
21.9115%
Expense Ratio
0.86%
Fund Manager
Ratish Varier
Fund Size
₹13292.89 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

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://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

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 January 16, 2026, is ₹72.3234
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 ₹13292.89 crore.
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 0.86%
The Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹5,395 in 3Y at 25.0164% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 February 2026

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