Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Mid Cap Fund Direct IDCW
+23.68%
3Y annualised
-0.64% 1D
NAV: 16 Mar '26
₹67.21
Min. for SIP
₹100
Fund size
₹13,235.50 Cr
Expense ratio
0.87%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,592 | -4.01% | |
| 3 years | ₹1,80,000 | ₹2,08,537 | +15.85% | |
| 5 years | ₹3,00,000 | ₹4,42,667 | +47.56% | |
| 10 years | ₹6,00,000 | ₹13,75,636 | +129.27% |
Holdings (79)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd. | Capital Goods | Equity | 4.03% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.38% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.25% |
| Coromandel International Ltd. | Chemicals | Equity | 2.69% |
| The Federal Bank Ltd. | Financial | Equity | 2.36% |
| Indian Bank | Financial | Equity | 2.14% |
| IDFC First Bank Ltd. | Financial | Equity | 2.13% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.09% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.09% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.08% |
| Marico Ltd. | Consumer Staples | Equity | 2.02% |
| BSE Ltd. | Services | Equity | 1.93% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.93% |
| Polycab India Ltd. | Capital Goods | Equity | 1.83% |
| Lupin Ltd. | Healthcare | Equity | 1.83% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.77% |
| TVS Holdings Ltd. | Automobile | Equity | 1.71% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.69% |
| PB Fintech Ltd. | Services | Equity | 1.66% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.65% |
| Coforge Ltd. | Technology | Equity | 1.64% |
| Delhivery Ltd. | Services | Equity | 1.64% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.50% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.50% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.48% |
| Persistent Systems Ltd. | Technology | Equity | 1.43% |
| JK Cement Ltd. | Construction | Equity | 1.42% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.36% |
| Indus Towers Ltd. | Communication | Equity | 1.35% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.26% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.23% |
| Torrent Power Ltd. | Energy | Equity | 1.23% |
| Gland Pharma Ltd. | Healthcare | Equity | 1.20% |
| 360 One Wam Ltd. | Financial | Equity | 1.18% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.17% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.15% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.12% |
| Indusind Bank Ltd. | Financial | Equity | 1.10% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.08% |
| Max Financial Services Ltd. | Financial | Equity | 1.07% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.07% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.07% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.04% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.04% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.00% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.99% |
| Emami Ltd. | Consumer Staples | Equity | 0.97% |
| L&T Technology Services Ltd. | Technology | Equity | 0.97% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.97% |
| UNO Minda Ltd. | Automobile | Equity | 0.92% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.92% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.88% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.87% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.87% |
| Chalet Hotels Ltd. | Services | Equity | 0.84% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.83% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.82% |
| Oberoi Realty Ltd. | Construction | Equity | 0.79% |
| NHPC Ltd. | Energy | Equity | 0.77% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.74% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.71% |
| Devyani International Ltd. | Services | Equity | 0.67% |
| Info Edge (India) Ltd. | Services | Equity | 0.65% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.64% |
| Premier Energies Ltd. | Energy | Equity | 0.61% |
| PI Industries Ltd. | Chemicals | Equity | 0.60% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.59% |
| Indegene Ltd. | Healthcare | Equity | 0.59% |
| Swiggy Ltd. | Services | Equity | 0.55% |
| Fractal Analytics Ltd. | Technology | Equity | 0.53% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 0.42% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.39% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.39% |
| Crisil Ltd. | Services | Equity | 0.36% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.35% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.21% |
| Jubilant FoodWorks Ltd. | Services | Futures | 0.09% |
| Shriram Finance Ltd | Financial | Equity | 0.08% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +23.7% | +18.4% | +16.3% | +17.4% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 9 | 9 | 13 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan IDCW | +15.21% | +25.58% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct IDCW | +16.52% | +25.34% | 43,982.51 | |
HDFC Mid Cap Fund Direct IDCW | +14.93% | +24.17% | 94,256.90 | |
Sundaram Mid Cap Fund Direct IDCW | +13.98% | +23.68% | 13,235.50 | |
Kotak Midcap Fund Direct IDCW | +14.51% | +20.56% | 61,694.40 | |
| Compare | ||||
Fund management
BSBharath S.Feb 2021 - PresentView details
BS
Bharath S.
Feb 2021 - Present
View details
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
About Sundaram Mid Cap Fund Direct IDCW
Sundaram Mid Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S. is the Current Fund Manager of Sundaram Mid Cap Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 16 Mar 2026 is ₹67.21.
The Sundaram Mid Cap Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
;
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.;
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,