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Sensex
77,540.83
▲ +0%
Nifty
24,252
▲ +0.08%
22k Gold
₹ 14,710/gm
Silver
₹ 2,60,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 93.49
USD
₹ 95.70
Sundaram Mid Cap Fund
3 Year Absolute Returns
32.52% ↑
NAV (₹) on 20 Aug 2026
65.89
1 Day NAV Change
0.26%
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
24 Yrs
AUM
₹ 14,504.36 Cr.
Benchmark
Nifty Midcap 100
Expense Ratio
1.87%
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
₹ 14,504.36 Cr
Equity
96.82%
Money Market & Cash
3.18%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 8.40% |
| Pharmaceuticals | 5.69% |
| Finance & Investments | 5.43% |
| IT Consulting & Software | 4.42% |
| Hospitals & Medical Services | 4.21% |
| Engines | 3.50% |
| Non-Banking Financial Company (NBFC) | 3.11% |
| Realty | 2.85% |
| Cash | 2.76% |
| Gems, Jewellery & Precious Metals | 2.72% |
| Hotels, Resorts & Restaurants | 2.66% |
| E-Commerce/E-Retail | 2.50% |
| Financial Technologies (Fintech) | 2.50% |
| Fertilisers | 2.48% |
| Exchange Platform | 2.38% |
| Power - Generation/Distribution | 2.21% |
| Consumer Electronics | 2.13% |
| Power - Transmission/Equipment | 2.09% |
| Edible Oils & Solvent Extraction | 1.98% |
| Engineering - Heavy | 1.91% |
| Forgings | 1.81% |
| Cables - Power/Others | 1.73% |
| Auto - 2 & 3 Wheelers | 1.62% |
| Steel - Sponge Iron | 1.61% |
| Logistics - Warehousing/Supply Chain/Others | 1.58% |
| Engineering - General | 1.58% |
| Auto Parts & Accessories | 1.47% |
| Cycles & Accessories | 1.45% |
| Aerospace & Defense | 1.26% |
| Refineries | 1.26% |
| Cement | 1.25% |
| Personal Care | 1.23% |
| IT Enabled Services | 1.22% |
| Auto - LCVs/HCVs | 1.17% |
| Finance - Banks - Public Sector | 1.11% |
| Mutual Fund Units | 1.09% |
| Auto Ancl - Susp. & Braking - Others | 1.05% |
| Domestic Appliances | 1.03% |
| Finance - Mutual Funds | 0.84% |
| Auto Ancl - Electrical | 0.78% |
| Chemicals - Inorganic - Others | 0.78% |
| Steel - Tubes/Pipes | 0.75% |
| Beverages & Distilleries | 0.74% |
| Abrasives And Grinding Wheels | 0.73% |
| Internet & Catalogue Retail | 0.71% |
| Bearings | 0.70% |
| Telecom Services | 0.65% |
| Aluminium | 0.62% |
| Services - Others | 0.56% |
| Agro Chemicals/Pesticides | 0.48% |
| Treps/Reverse Repo | 0.42% |
| Paints/Varnishes | 0.40% |
| Port & Port Services | 0.39% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | 3.11% | ₹ 451.33 | Non-Banking Financial Company (NBFC) |
| Cash & Other Net Current Assets | 2.76% | ₹ 395.98 | Others |
| Cummins India Ltd | 2.75% | ₹ 398.47 | Engines |
| Kalyan Jewellers India Ltd | 2.72% | ₹ 395.18 | Gems, Jewellery & Precious Metals |
| The Federal Bank Ltd | 2.71% | ₹ 393.38 | Finance - Banks - Private Sector |
| Coromandel International Ltd | 2.48% | ₹ 359.80 | Fertilisers |
| BSE Ltd | 2.38% | ₹ 344.63 | Exchange Platform |
| IDFC First Bank Ltd | 2.23% | ₹ 324.15 | Finance - Banks - Private Sector |
| GE Vernova T and D India Ltd | 2.09% | ₹ 302.63 | Power - Transmission/Equipment |
| Coforge Ltd | 2.02% | ₹ 293.43 | IT Consulting & Software |
| Marico Ltd | 1.98% | ₹ 287.31 | Edible Oils & Solvent Extraction |
| Suzlon Energy Ltd | 1.91% | ₹ 277.14 | Engineering - Heavy |
| Lupin Ltd | 1.90% | ₹ 275.81 | Pharmaceuticals |
| Max Financial Services Ltd | 1.87% | ₹ 270.57 | Finance & Investments |
| The Phoenix Mills Ltd | 1.83% | ₹ 265.06 | Realty |
| IndusInd Bank Ltd | 1.81% | ₹ 263.24 | Finance - Banks - Private Sector |
| Sona BLW Precision Forgings Ltd | 1.81% | ₹ 263.13 | Forgings |
| Fortis Health Care Ltd | 1.76% | ₹ 255.44 | Hospitals & Medical Services |
| Polycab India Ltd | 1.73% | ₹ 250.43 | Cables - Power/Others |
| AU Small Finance Bank Ltd | 1.65% | ₹ 239.83 | Finance - Banks - Private Sector |
| Jindal Steel & Power Ltd | 1.61% | ₹ 233.63 | Steel - Sponge Iron |
| TVS Motor Company Ltd | 1.61% | ₹ 233.23 | Auto - 2 & 3 Wheelers |
| 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd) | 1.60% | ₹ 232.74 | Finance & Investments |
| Delhivery Ltd | 1.58% | ₹ 229.05 | Logistics - Warehousing/Supply Chain/Others |
| Thermax Ltd | 1.58% | ₹ 228.76 | Engineering - General |
| FSN E–Commerce Ventures Ltd(NYKAA) | 1.56% | ₹ 225.88 | E-Commerce/E-Retail |
| Dr Lal Path Labs Ltd | 1.54% | ₹ 223.86 | Hospitals & Medical Services |
| Gland Pharma Ltd | 1.48% | ₹ 215.25 | Pharmaceuticals |
| TVS Holdings Ltd | 1.47% | ₹ 213.01 | Auto Parts & Accessories |
| PB Fintech Ltd | 1.45% | ₹ 210.79 | Financial Technologies (Fintech) |
| Tube Investments of India Ltd | 1.45% | ₹ 210.60 | Cycles & Accessories |
| Jubilant Foodworks Ltd | 1.39% | ₹ 201.59 | Hotels, Resorts & Restaurants |
| Alkem Laboratories Ltd | 1.29% | ₹ 187.17 | Pharmaceuticals |
| Hindustan Petroleum Corporation Ltd | 1.26% | ₹ 183.18 | Refineries |
| Dixon Technologies (IndiLtd | 1.26% | ₹ 182.64 | Consumer Electronics |
| Bharat Electronics Ltd | 1.26% | ₹ 182.29 | Aerospace & Defense |
| JK Cement Ltd | 1.25% | ₹ 180.97 | Cement |
| L&T Technology Services Ltd | 1.22% | ₹ 176.45 | IT Enabled Services |
| Ashok Leyland Ltd | 1.17% | ₹ 169.95 | Auto - LCVs/HCVs |
| Torrent Power Ltd | 1.17% | ₹ 169.60 | Power - Generation/Distribution |
| Indian Bank | 1.11% | ₹ 160.61 | Finance - Banks - Public Sector |
| Motilal Oswal Financial Services Ltd | 1.07% | ₹ 154.88 | Finance & Investments |
| Persistent Systems Ltd | 1.07% | ₹ 154.68 | IT Consulting & Software |
| ZF Commercial Vehicle Control Systems I Ltd | 1.05% | ₹ 152.33 | Auto Ancl - Susp. & Braking - Others |
| One 97 Communications Ltd | 1.05% | ₹ 151.76 | Financial Technologies (Fintech) |
| JSW Energy Ltd | 1.04% | ₹ 150.47 | Power - Generation/Distribution |
| Amber Enterprises India Ltd | 1.03% | ₹ 148.81 | Domestic Appliances |
| Mankind Pharma Ltd | 1.02% | ₹ 148.18 | Pharmaceuticals |
| Prestige Estates Projects Ltd | 1.02% | ₹ 148.61 | Realty |
| Swiggy Ltd | 0.94% | ₹ 136.48 | E-Commerce/E-Retail |
| Max Healthcare Institute Ltd | 0.91% | ₹ 132.24 | Hospitals & Medical Services |
| Tata Capital Ltd | 0.89% | ₹ 129.33 | Finance & Investments |
| LG Electronics India Ltd | 0.87% | ₹ 125.95 | Consumer Electronics |
| Nippon Life India Asset Management Ltd | 0.84% | ₹ 122.24 | Finance - Mutual Funds |
| Billionbrains Garage Ventures Ltd | 0.80% | ₹ 116.29 | IT Consulting & Software |
| UNO Minda Ltd | 0.78% | ₹ 113.33 | Auto Ancl - Electrical |
| Deepak Nitrite Ltd | 0.78% | ₹ 113.03 | Chemicals - Inorganic - Others |
| Emami Ltd | 0.77% | ₹ 112.25 | Personal Care |
| Kirloskar Oil Engines Ltd | 0.75% | ₹ 109.49 | Engines |
| APL Apollo Tubes Ltd | 0.75% | ₹ 109.17 | Steel - Tubes/Pipes |
| Radico Khaitan Ltd | 0.74% | ₹ 107.31 | Beverages & Distilleries |
| Grindwell Norton Ltd | 0.73% | ₹ 106.01 | Abrasives And Grinding Wheels |
| Info Edge (IndiLtd | 0.71% | ₹ 102.60 | Internet & Catalogue Retail |
| Schaeffler India Ltd | 0.70% | ₹ 101.98 | Bearings |
| Sundaram Money Market Fund-Direct Plan - Growth | 0.69% | ₹ 100.25 | Others |
| Devyani international limited | 0.65% | ₹ 94.42 | Hotels, Resorts & Restaurants |
| Bharti Hexacom Ltd | 0.65% | ₹ 93.84 | Telecom Services |
| Chalet Hotels Ltd | 0.62% | ₹ 89.89 | Hotels, Resorts & Restaurants |
| National Aluminium Company Ltd | 0.62% | ₹ 89.26 | Aluminium |
| Indegene Limited | 0.56% | ₹ 80.73 | Services - Others |
| Fractal Analytics Ltd | 0.53% | ₹ 77.14 | IT Consulting & Software |
| PI Industries Ltd | 0.48% | ₹ 70.22 | Agro Chemicals/Pesticides |
| Colgate Palmolive (IndiLtd | 0.46% | ₹ 67.21 | Personal Care |
| TREPS | 0.42% | ₹ 61.53 | Others |
| Berger Paints Ltd | 0.40% | ₹ 58.46 | Paints/Varnishes |
| Sundaram Liquid Fund - Direct Growth | 0.40% | ₹ 57.69 | Others |
| JSW Infrastructure Ltd | 0.39% | ₹ 56.20 | Port & Port Services |
| TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Shar01-Sep-2026 | 0.01% | ₹ 1.95 | Auto - 2 & 3 Wheelers |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -1.67% | 1.59% | -4.63% | 9.84% |
| Category returns | 3.40% | 6.10% | 6.09% | 45.30% |
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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AUM (Cr)
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Expense Ratio
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|---|---|---|---|---|---|---|---|
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WhiteOak Capital Mid Cap Fund - Direct Plan
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WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified
Direct
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₹23.78 | 16.61% | 93.60% | 0.00% | ₹6,792 | 0.95% |
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ICICI Prudential MidCap Fund - Direct Plan
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Edelweiss Mid Cap Fund - Direct Plan
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₹95.44 | 9.90% | 90.46% | 144.53% | ₹18,693 | 0.71% |
Very High
|
|
Edelweiss Mid Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹95.44 | 9.90% | 90.46% | 144.53% | ₹18,693 | 0.71% |
Very High
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Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Mid Cap Fund Regular IDCW?
The current Net Asset Value (NAV) of Sundaram Mid Cap Fund Regular IDCW is ₹65.90 as of 20 Aug 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?
The Assets Under Management (AUM) of Sundaram Mid Cap Fund Regular IDCW is ₹14,504.36 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?
Sundaram Mid Cap Fund Regular IDCW has delivered returns of 1.59% (1 Year), 9.84% (3 Year), 10.04% (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?
Sundaram Mid Cap Fund Regular 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 Regular IDCW?
The minimum lumpsum investment required for Sundaram Mid Cap Fund Regular 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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