Sundaram Mutual Fund
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Sundaram Mid Cap Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Mid Cap Fund · Direct · IDCW3/5 ★

NAV · as of 11/09/2026

71.65

1D

-0.48%

1Y

+0.09%

Key stats

Expense ratio
0.75%
AUM
₹14.50 K Cr
Launched
01/01/2013
Fund manager
S. Bharath; Shalav Saket
Portfolio turnover
0.40%
Risk
Very High Risk
Min lump-sum
₹100
Min SIP
₹100/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

Sundaram Mid Cap Fund - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

13/08/2026 to 11/09/2026

O - H - L -

74.0271.6513/08/202611/09/2026
1W-1.42%
1M-2.91%
3M-2.65%
6M+5.93%
1Y+0.09%
3Y+7.69%
5Y+8.87%
MAX+264.45%

Comparable peers

  • HSBC Midcap IDCW Reinvest Direct Plan

    HSBC Midcap IDCW Reinvest (DR) · ₹15.58 K Cr AUM

    1Y+22.30%
    3Y+23.66%
    -
  • HSBC Midcap IDCW Payout Direct Plan

    HSBC Midcap IDCW Payout (DP) · ₹15.58 K Cr AUM

    1Y+22.30%
    3Y+23.66%
    -
  • HSBC Midcap IDCW Payout Direct Plan

    HSBC Midcap IDCW Payout (DP) · ₹15.58 K Cr AUM

    1Y+22.30%
    3Y+23.66%
    -
  • Invesco India Midcap IDCW Reinvest Direct Plan

    Invesco India Midcap IDCW Reinvest (DR) · ₹14.72 K Cr AUM

    1Y+11.13%
    3Y+23.16%
    -
  • Sundaram Mid Cap IDCW Reinvest Direct Plan

    Sundaram Mid Cap IDCW Reinvest (DR) · ₹14.50 K Cr AUM

    1Y+7.37%
    3Y+17.16%
    -

Investment objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.

Scheme details

Scheme code
119582
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Mid Cap Fund
Plan
Direct
Return type
IDCW
ISIN (Growth)
INF903J01MH7
ISIN (Div. Reinvest)
INF903J01MI5
Tradable on exchange
No

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