How to Invest in Sundaram Mid Cap Fund Direct IDCW?

You can easily invest in Sundaram Mid Cap Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Mid Cap Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Mid Cap Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Mid Cap Fund Direct IDCW provide?

The Sundaram Mid Cap Fund Direct IDCW has been there from 02 Jan 2013 and the average annual returns provided by this fund is 3.17% since its inception.

How much expense ratio is charged by Sundaram Mid Cap Fund Direct IDCW?

The term Expense Ratio used for Sundaram Mid Cap Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Mid Cap Fund Direct IDCW is 1.04% as of 31 Mar 2023...

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

The AUM, short for Assets Under Management of Sundaram Mid Cap Fund Direct IDCW is ₹7,048.79Cr as of 31 Mar 2023.

How to Redeem Sundaram Mid Cap Fund Direct IDCW?

If you want to sell your Sundaram Mid Cap Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Mid Cap Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Sundaram Mid Cap Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Mid Cap Fund Direct IDCW?

The NAV of Sundaram Mid Cap Fund Direct IDCW is ₹44.12 as of 29 Mar 2023.

What is the PE and PB ratio of Sundaram Mid Cap Fund Direct IDCW?

The PE ratio ratio of Sundaram Mid Cap Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Mid Cap Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

Sundaram Mid Cap Fund Direct IDCW
Equity
Mid Cap
Very High Risk
Payout
30.18%
3Y annualised
+1.33% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 29 Mar 2023₹44.12
Min. SIP amount₹100
Rating2
Fund size₹7,048.79Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.2%30.2%8.3%15.6%
Category average1.2%32.8%11.0%NA
Rank with in category101819NA
Understand terms
Holdings (63)NameSectorInstrumentAssets
Schaeffler India Ltd.Capital GoodsEquity3.9%
The Federal Bank Ltd.FinancialEquity3.7%
Shriram Finance LtdFinancialEquity2.5%
Persistent Systems Ltd.TechnologyEquity2.5%
Navin Fluorine International Ltd.ChemicalsEquity2.5%
Cummins India Ltd.Capital GoodsEquity2.4%
Grindwell Norton Ltd.Metals & MiningEquity2.4%
Coromandel International Ltd.ChemicalsEquity2.3%
Tube Investments Of India Ltd.AutomobileEquity2.3%
Varun Beverages Ltd.Consumer StaplesEquity2.2%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Mid Cap
Pros
Cons
Lower expense ratio: 1.04%
3Y, 5Y and 10Y annualised returns lower than category average
1Y annualised returns higher than category average by 1.94%
Low rating: 2
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
1.04%
31 Jan 2023 - 28 Feb 2023
1.04%
31 Dec 2022 - 31 Jan 2023
1.04%
31 Dec 2022 - 31 Dec 2022
1.04%
30 Nov 2022 - 31 Dec 2022
1.03%
30 Nov 2022 - 30 Nov 2022
1.03%
30 Nov 2022 - 30 Nov 2022
1.03%
31 Oct 2022 - 30 Nov 2022
0.90%
31 Oct 2022 - 31 Oct 2022
0.90%
31 Oct 2022 - 31 Oct 2022
0.90%
30 Sep 2022 - 31 Oct 2022
0.90%
30 Sep 2022 - 30 Sep 2022
0.90%
30 Sep 2022 - 30 Sep 2022
0.90%
31 Aug 2022 - 30 Sep 2022
0.90%
31 Aug 2022 - 31 Aug 2022
0.90%
31 Jul 2022 - 31 Aug 2022
0.90%
31 Jul 2022 - 31 Jul 2022
0.90%
30 Jun 2022 - 31 Jul 2022
0.91%
30 Jun 2022 - 30 Jun 2022
0.91%
31 May 2022 - 30 Jun 2022
0.91%
31 May 2022 - 31 May 2022
0.91%
30 Apr 2022 - 31 May 2022
0.90%
30 Apr 2022 - 30 Apr 2022
0.90%
31 Mar 2022 - 30 Apr 2022
0.91%
31 Mar 2022 - 31 Mar 2022
0.91%
28 Feb 2022 - 31 Mar 2022
0.92%
28 Feb 2022 - 28 Feb 2022
0.92%
31 Jan 2022 - 28 Feb 2022
0.91%
31 Jan 2022 - 31 Jan 2022
0.91%
31 Dec 2021 - 31 Jan 2022
0.70%
30 Nov 2021 - 31 Dec 2021
1.16%
31 Oct 2021 - 30 Nov 2021
1.15%
30 Sep 2021 - 31 Oct 2021
1.15%
31 Aug 2021 - 30 Sep 2021
1.16%
31 Jul 2021 - 31 Aug 2021
1.16%
30 Jun 2021 - 31 Jul 2021
0.99%
31 May 2021 - 30 Jun 2021
0.99%
30 Apr 2021 - 31 May 2021
1.00%
31 Mar 2021 - 30 Apr 2021
1.13%
28 Feb 2021 - 31 Mar 2021
1.12%
31 Jan 2021 - 28 Feb 2021
1.14%
31 Dec 2020 - 31 Jan 2021
1.14%
30 Nov 2020 - 31 Dec 2020
1.14%
31 Oct 2020 - 30 Nov 2020
1.16%
30 Sep 2020 - 31 Oct 2020
1.18%
31 Aug 2020 - 30 Sep 2020
1.16%
31 Jul 2020 - 31 Aug 2020
1.18%
30 Jun 2020 - 31 Jul 2020
1.18%
31 May 2020 - 30 Jun 2020
1.19%
30 Apr 2020 - 31 May 2020
1.19%
31 Mar 2020 - 30 Apr 2020
1.21%
29 Feb 2020 - 31 Mar 2020
1.13%
31 Jan 2020 - 29 Feb 2020
1.13%
31 Dec 2019 - 31 Jan 2020
1.23%
30 Nov 2019 - 31 Dec 2019
1.23%
31 Oct 2019 - 30 Nov 2019
1.23%
30 Sep 2019 - 31 Oct 2019
1.14%
31 Aug 2019 - 30 Sep 2019
1.18%
31 Jul 2019 - 31 Aug 2019
1.18%
30 Jun 2019 - 31 Jul 2019
1.16%
31 May 2019 - 30 Jun 2019
1.15%
30 Apr 2019 - 31 May 2019
1.16%
31 Mar 2019 - 30 Apr 2019
1.17%
28 Feb 2019 - 31 Mar 2019
1.18%
31 Jan 2019 - 28 Feb 2019
1.18%
31 Dec 2018 - 31 Jan 2019
1.17%
30 Nov 2018 - 31 Dec 2018
1.18%
31 Oct 2018 - 30 Nov 2018
1.53%
30 Sep 2018 - 31 Oct 2018
1.53%
31 Aug 2018 - 30 Sep 2018
1.40%
31 Jul 2018 - 31 Aug 2018
1.40%
30 Jun 2018 - 31 Jul 2018
1.40%
31 May 2018 - 30 Jun 2018
1.58%
30 Apr 2018 - 31 May 2018
1.58%
31 Mar 2018 - 30 Apr 2018
1.58%
28 Feb 2018 - 31 Mar 2018
1.58%
31 Jan 2018 - 28 Feb 2018
1.58%
31 Dec 2017 - 31 Jan 2018
1.58%
30 Nov 2017 - 31 Dec 2017
1.58%
31 Oct 2017 - 30 Nov 2017
1.58%
Expense ratio, exit load and taxExpense ratio: 1.04%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementS Bharath
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Diversified Equity Fund IDCW
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
Sundaram Mid Cap Fund Regular IDCW
Sundaram Mid Cap Fund Regular Growth
Sundaram Diversified Equity Fund Growth
Sundaram Consumption Fund Regular Growth
Sundaram Consumption Fund Regular IDCW
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Mid Cap Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Consumption Fund Institutional IDCW
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct IDCW
Sundaram Consumption Fund Direct IDCW
Sundaram Consumption Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Infrastructure Advantage Fund Regular IDCW
Sundaram Infrastructure Advantage Fund Direct IDCW
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
Sundaram Value Fund - Series 2 - Regular - Growth
Sundaram Value Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Sundaram Value Fund Series III Regular Growth
Sundaram Value Fund Series III Regular IDCW
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Value Fund Series VII Regular IDCW
Sundaram Value Fund Series VII Regular Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Value Fund Series VIII Regular Growth
Sundaram Value Fund Series VIII Regular IDCW
Sundaram Value Fund Series VIII Direct IDCW
Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series IX Regular Growth
Sundaram Value Fund Series IX Regular IDCW
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series IX Direct IDCW
Sundaram Value Fund Series X Regular Growth
Sundaram Value Fund Series X Regular IDCW
Sundaram Value Fund Series X Direct IDCW
Sundaram Value Fund Series X Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Equity Savings Fund(Ex) Regular Growth
Sundaram Equity Savings Fund(Ex) Regular IDCW
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Savings Fund(Ex) Direct IDCW
Sundaram Equity Fund Regular Growth
Sundaram Equity Fund Regular IDCW
Sundaram Equity Fund Direct Growth
Sundaram Equity Fund Direct IDCW
Sundaram Arbitrage Fund(Ex) Regular Growth
Sundaram Arbitrage Fund(Ex) Regular IDCW
Sundaram Arbitrage Fund(Ex) Direct IDCW
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
Ratish Varier
Feb 2021 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Also manages these schemes
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Sundaram Mid Cap Fund Regular IDCW
Sundaram Mid Cap Fund Regular Growth
Sundaram Consumption Fund Regular Growth
Sundaram Consumption Fund Regular IDCW
Sundaram Global Brand IDCW
Sundaram Global Brand Growth
Sundaram Financial Services Opportunities Fund Regular IDCW
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional IDCW
Sundaram Mid Cap Fund Institutional IDCW
Sundaram Small Cap Fund Institutional IDCW
Sundaram Consumption Fund Institutional IDCW
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct IDCW
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct IDCW
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct IDCW
Sundaram Global Brand Direct Growth
Sundaram Infrastructure Advantage Fund Regular IDCW
Sundaram Infrastructure Advantage Fund Direct IDCW
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series VIII Regular IDCW
Sundaram Select Micro Cap Series VIII Regular Growth
Sundaram Select Micro Cap Series IX Direct IDCW
Sundaram Select Micro Cap Series IX Regular Growth
Sundaram Select Micro Cap Series IX Regular IDCW
Sundaram Select Micro Cap Series X Direct IDCW
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series X Regular IDCW
Sundaram Select Micro Cap Series X Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct IDCW
Sundaram Select Micro Cap Series XIV Regular Growth
Sundaram Select Micro Cap Series XIV Regular IDCW
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XIV Direct IDCW
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XV Regular IDCW
Sundaram Select Micro Cap Series XV Regular Growth
Sundaram Select Micro Cap Series XV Direct IDCW
Sundaram Select Small Cap Series V Direct IDCW
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series V Regular IDCW
Sundaram Select Small Cap Series V Regular Growth
Sundaram Select Small Cap Series VI Regular IDCW
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Select Small Cap Series VI Direct IDCW
Sundaram Select Small Cap Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct IDCW
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVI Regular IDCW
Sundaram Select Micro Cap Series XVI Regular Growth
Sundaram Select Micro Cap Series XVI Direct IDCW
Sundaram Select Micro Cap Series XVII Regular Growth
Sundaram Select Micro Cap Series XVII Regular IDCW
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Select Micro Cap Series XVII Direct IDCW
Sundaram Long Term Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct IDCW
Sundaram Emerging Small Cap Series 1 Regular Growth
Sundaram Emerging Small Cap Series 1 Direct IDCW
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series 1 Regular IDCW
Sundaram Emerging Small Cap Series II Direct IDCW
Sundaram Emerging Small Cap Series II Regular IDCW
Sundaram Emerging Small Cap Series II Regular Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct IDCW
Sundaram Emerging Small Cap Series III Regular IDCW
Sundaram Emerging Small Cap Series III Direct IDCW
Sundaram Emerging Small Cap Series III Regular Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Regular Growth
Sundaram Emerging Small Cap Series IV Regular IDCW
Sundaram Emerging Small Cap Series IV Direct IDCW
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Regular Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series V Direct IDCW
Sundaram Emerging Small Cap Series VI Regular Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Regular Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Emerging Small Cap Series VII Direct IDCW
Sundaram Equity Fund Regular Growth
Sundaram Equity Fund Regular IDCW
Sundaram Equity Fund Direct Growth
Sundaram Equity Fund Direct IDCW
Sundaram Multi Cap Fund IDCW Half Yearly
Sundaram Multi Cap Fund Growth
Sundaram Multi Cap Fund Direct IDCW Half Yearly
Sundaram Multi Cap Fund Direct Growth
Sundaram Dividend Yield Fund Growth
Sundaram Dividend Yield Fund IDCW Half Yearly
Sundaram Dividend Yield Fund Direct IDCW Half Yearly
Sundaram Dividend Yield Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹43,436.25Cr
Date of Incorporation26 Feb 1996
 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. S Krishnakumar is the Current Fund Manager of Sundaram Mid Cap Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 29 Mar 2023 is ₹44.12.
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 ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Mid Cap Fund Direct IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	3.2%	30.2%	8.3%	15.6%
Category average	1.2%	32.8%	11.0%	NA
Rank with in category	10	18	19	NA

Name	Sector	Instrument	Assets
Schaeffler India Ltd.	Capital Goods	Equity	3.9%
The Federal Bank Ltd.	Financial	Equity	3.7%
Shriram Finance Ltd	Financial	Equity	2.5%
Persistent Systems Ltd.	Technology	Equity	2.5%
Navin Fluorine International Ltd.	Chemicals	Equity	2.5%
Cummins India Ltd.	Capital Goods	Equity	2.4%
Grindwell Norton Ltd.	Metals & Mining	Equity	2.4%
Coromandel International Ltd.	Chemicals	Equity	2.3%
Tube Investments Of India Ltd.	Automobile	Equity	2.3%
Varun Beverages Ltd.	Consumer Staples	Equity	2.2%

Rank (total assets)	#17 in India
Total AUM	₹43,436.25Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Midcap 150 Total Return Index

Vaishnavi Tech Park, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	2
Fund size	₹7,048.79Cr

Sundaram Mid Cap Fund Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (63)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.04%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

S BharathFeb 2021 - PresentView details

Ratish VarierFeb 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

S Bharath
Feb 2021 - Present
View details

Ratish Varier
Feb 2021 - Present
View details