Fund Overview of Sundaram Mid Cap Fund Direct-idcw
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₹12,595.5 CrAUM
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₹73.22NAV
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0.92%Expense Ratio
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EquityFund Category
Returns of Sundaram Mid Cap Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.64% | NA | 4.37% |
| 6 Months | 19.40% | NA | 15.67% |
| 1 Year | 1.30% | 1.30% | -0.50% |
| 2 Years | 56.13% | 24.95% | 23.18% |
| 3 Years | 92.83% | 24.47% | 22.72% |
| 5 Years | 240.29% | 27.75% | 26.92% |
| 7 Years | 247.16% | 19.46% | NA |
| 10 Years | 341.87% | 16.02% | 16.72% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation
equities
96.66%debt instruments
1.22%other assets or cash equivalents
2.12%Sundaram Mid Cap Fund Direct-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. the fund aims Long term capital growth. Investment in diversified stocks that are generally termed as mid-caps. It manages assets worth ₹12,595.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.92%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Mid Cap Fund Direct-idcw
The portfolio allocation consists of 96.66% in equities, 1.22% in debt instruments, 2.12% in other assets or cash equivalents. Managed by Ratish Varier, it has delivered a return of 1.30% in the last year, a total return since inception of 18.72%.
Key Metrics of Sundaram Mid Cap Fund Direct-idcw
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Standard Deviation15.02%
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Sharpe Ratio1.04%
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Alpha2.39%
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Beta0.93%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Mid Cap Direct Fund-growth  |
₹6,106 | -0.56% | -0.21% | -2.02% | 20.83% | 25.67% |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | -0.63% | -0.43% | -2.83% | 19.81% | 24.59% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | -1.33% | -1.77% | -2.64% | 18.47% | 21.31% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | -1.33% | -1.77% | -2.64% | 18.47% | 21.31% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | -1.36% | -1.88% | -3.05% | 18.02% | 20.86% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | -1.36% | -1.88% | -3.05% | 18.02% | 20.86% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Mid Cap Fund Regular-growth
|
₹12,596 | 0.54% | 2.67% | 14.05% | 1.65% | 23.96% |
|
Sundaram Mid Cap Fund Direct-growth
|
₹12,596 | 0.61% | 2.89% | 14.53% | 2.50% | 25.00% |
|
Sundaram Mid Cap Fund Regular-idcw
|
₹12,596 | 0.54% | 2.67% | 14.05% | 1.65% | 23.96% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹6,106 | ₹796.69 | 19.81% | 24.59% | 13.56% |
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹6,106 | ₹889.40 | 20.83% | 25.67% | 14.57% |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth |
₹379 | ₹24.74 | 23.59% | - | - |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth |
₹379 | ₹24.05 | 22.86% | - | - |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | ₹129.87 | 18.47% | 21.31% | 15.18% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | ₹122.90 | 18.02% | 20.86% | 14.69% |
| Taurus Mid Cap Fund Direct - Growth |
₹130 | ₹129.87 | 18.47% | 21.31% | 15.18% |
| Taurus Mid Cap Fund Regular - Growth |
₹130 | ₹122.90 | 18.02% | 20.86% | 14.69% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cummins India Ltd | Industrials | 3.97% | ₹500.14 Cr |
| Cummins India Ltd | Industrials | 3.97% | ₹500.14 Cr |
| Coromandel International Ltd | Materials | 3.66% | ₹460.93 Cr |
| Cummins India Ltd | Industrials | 3.64% | ₹458.70 Cr |
| Repo | Unspecified | 3.63% | ₹457.32 Cr |
| Coromandel International Ltd | Materials | 3.06% | ₹385.06 Cr |
| Coromandel International Ltd | Materials | 3.06% | ₹385.06 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.92% | ₹367.67 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.92% | ₹367.67 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 2.84% | ₹357.82 Cr |
| Ge T&d India Ltd | Industrials | 2.77% | ₹349.20 Cr |
| Ge T&d India Ltd | Industrials | 2.77% | ₹349.20 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.64% | ₹332.63 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 2.61% | ₹328.18 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 2.61% | ₹328.18 Cr |
| Ge T&d India Ltd | Industrials | 2.55% | ₹321.64 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 2.44% | ₹306.96 Cr |
| Lupin Ltd | Healthcare | 2.38% | ₹299.95 Cr |
| Lupin Ltd | Healthcare | 2.38% | ₹299.95 Cr |
| Lupin Ltd | Healthcare | 2.37% | ₹298.91 Cr |
| Repo | Unspecified | 2.36% | ₹296.56 Cr |
| Repo | Unspecified | 2.36% | ₹296.56 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.16% | ₹272.44 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.16% | ₹272.44 Cr |
| Indian Bank | Financial | 2.15% | ₹270.42 Cr |
| Indian Bank | Financial | 2.15% | ₹270.42 Cr |
| Idfc First Bank Ltd | Financial | 2.09% | ₹262.42 Cr |
| Idfc First Bank Ltd | Financial | 2.09% | ₹262.42 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.04% | ₹257.11 Cr |
| Marico Ltd | Consumer Staples | 2.03% | ₹255.27 Cr |
| Marico Ltd | Consumer Staples | 2.03% | ₹255.27 Cr |
| Jk Cement Ltd | Materials | 2.02% | ₹254.74 Cr |
| Jindal Steel & Power Ltd | Materials | 2.01% | ₹253.20 Cr |
| Jindal Steel & Power Ltd | Materials | 2.01% | ₹253.20 Cr |
| Persistent Systems Ltd | Technology | 1.99% | ₹250.23 Cr |
| Indian Bank | Financial | 1.98% | ₹250.00 Cr |
| The Federal Bank Ltd | Financial | 1.98% | ₹249.89 Cr |
| Marico Ltd | Consumer Staples | 1.97% | ₹248.36 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.96% | ₹246.81 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.96% | ₹246.81 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 1.96% | ₹246.72 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 1.96% | ₹246.72 Cr |
| Bse Ltd | Financial | 1.89% | ₹238.37 Cr |
| The Federal Bank Ltd | Financial | 1.89% | ₹238.17 Cr |
| The Federal Bank Ltd | Financial | 1.89% | ₹238.17 Cr |
| Jk Cement Ltd | Materials | 1.87% | ₹235.05 Cr |
| Jk Cement Ltd | Materials | 1.87% | ₹235.05 Cr |
| Idfc First Bank Ltd | Financial | 1.87% | ₹234.96 Cr |
| Phoenix Mills Ltd | Real Estate | 1.85% | ₹232.33 Cr |
| Phoenix Mills Ltd | Real Estate | 1.85% | ₹232.33 Cr |
| Persistent Systems Ltd | Technology | 1.83% | ₹230.40 Cr |
| Persistent Systems Ltd | Technology | 1.83% | ₹230.40 Cr |
| Jindal Steel & Power Ltd | Materials | 1.82% | ₹229.69 Cr |
| Coforge Ltd | Technology | 1.82% | ₹229.08 Cr |
| Coforge Ltd | Technology | 1.82% | ₹229.08 Cr |
| Coforge Ltd | Technology | 1.80% | ₹227.20 Cr |
| Phoenix Mills Ltd | Real Estate | 1.76% | ₹221.65 Cr |
| Pb Fintech Ltd | Financial | 1.73% | ₹218.22 Cr |
| Delhivery Ltd | Industrials | 1.71% | ₹215.23 Cr |
| Delhivery Ltd | Industrials | 1.69% | ₹212.51 Cr |
| Delhivery Ltd | Industrials | 1.69% | ₹212.51 Cr |
| Pb Fintech Ltd | Financial | 1.63% | ₹204.96 Cr |
| Pb Fintech Ltd | Financial | 1.63% | ₹204.96 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.62% | ₹203.86 Cr |
| Bharat Electronics Ltd | Industrials | 1.61% | ₹203.22 Cr |
| Bharat Electronics Ltd | Industrials | 1.61% | ₹203.22 Cr |
| Bse Ltd | Financial | 1.61% | ₹202.50 Cr |
| Bse Ltd | Financial | 1.61% | ₹202.50 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.54% | ₹193.57 Cr |
| United Breweries Ltd | Consumer Staples | 1.53% | ₹193.19 Cr |
| Bharat Electronics Ltd | Industrials | 1.53% | ₹192.73 Cr |
| Polycab India Ltd | Industrials | 1.52% | ₹191.86 Cr |
| Polycab India Ltd | Industrials | 1.52% | ₹191.86 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 1.52% | ₹191.11 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 1.52% | ₹191.11 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.48% | ₹186.94 Cr |
| Indus Towers Ltd | Technology | 1.46% | ₹184.02 Cr |
| United Breweries Ltd | Consumer Staples | 1.44% | ₹181.48 Cr |
| United Breweries Ltd | Consumer Staples | 1.44% | ₹181.48 Cr |
| Chalet Hotels Ltd | Consumer Discretionary | 1.41% | ₹177.24 Cr |
| Chalet Hotels Ltd | Consumer Discretionary | 1.41% | ₹177.24 Cr |
| Polycab India Ltd | Industrials | 1.40% | ₹176.44 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.39% | ₹175.54 Cr |
| Apollo Tyres Ltd | Consumer Discretionary | 1.39% | ₹175.54 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 1.39% | ₹174.91 Cr |
| Indus Towers Ltd | Technology | 1.38% | ₹173.83 Cr |
| Indus Towers Ltd | Technology | 1.38% | ₹173.83 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.38% | ₹173.17 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.38% | ₹173.17 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.35% | ₹170.27 Cr |
| Chalet Hotels Ltd | Consumer Discretionary | 1.35% | ₹169.54 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.32% | ₹166.64 Cr |
| Zf Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | 1.32% | ₹166.64 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.29% | ₹162.58 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.27% | ₹160.15 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.27% | ₹160.15 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.27% | ₹159.89 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.27% | ₹159.89 Cr |
| Lic Housing Finance Ltd | Financial | 1.23% | ₹155.40 Cr |
| Principal Cash Management Direct-growth | Unspecified | 1.23% | ₹154.74 Cr |
| Principal Cash Management Direct-growth | Unspecified | 1.23% | ₹154.74 Cr |
| Supreme Industries Ltd | Materials | 1.22% | ₹153.28 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.19% | ₹150.15 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.19% | ₹150.15 Cr |
| Lic Housing Finance Ltd | Financial | 1.19% | ₹149.82 Cr |
| Lic Housing Finance Ltd | Financial | 1.19% | ₹149.82 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.19% | ₹149.42 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.19% | ₹149.42 Cr |
| Au Small Finance Bank Ltd | Financial | 1.19% | ₹149.39 Cr |
| Au Small Finance Bank Ltd | Financial | 1.19% | ₹149.39 Cr |
| Au Small Finance Bank Ltd | Financial | 1.17% | ₹147.52 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.17% | ₹146.99 Cr |
| Supreme Industries Ltd | Materials | 1.16% | ₹146.58 Cr |
| Supreme Industries Ltd | Materials | 1.16% | ₹146.58 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 1.12% | ₹141.55 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 1.12% | ₹141.55 Cr |
| Others Emm | Unspecified | 1.11% | ₹140.22 Cr |
| Alkem Laboratories Ltd | Healthcare | 1.10% | ₹138.57 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.09% | ₹137.20 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.09% | ₹137.20 Cr |
| L&t Technology Services Ltd | Technology | 1.09% | ₹136.67 Cr |
| L&t Technology Services Ltd | Technology | 1.09% | ₹136.67 Cr |
| Torrent Power Ltd | Energy & Utilities | 1.07% | ₹134.81 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.05% | ₹132.51 Cr |
| Mankind Pharma Ltd. | Healthcare | 1.05% | ₹132.35 Cr |
| L&t Technology Services Ltd | Technology | 1.05% | ₹131.80 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 1.04% | ₹130.49 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.03% | ₹129.98 Cr |
| Motilal Oswal Financial Services Ltd | Financial | 1.03% | ₹129.98 Cr |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | 1.03% | ₹129.58 Cr |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | 1.03% | ₹129.58 Cr |
| Iifl Wealth Management Ltd | Financial | 1.02% | ₹128.18 Cr |
| Iifl Wealth Management Ltd | Financial | 1.02% | ₹128.18 Cr |
| Suzlon Energy Ltd | Industrials | 1.02% | ₹128.03 Cr |
| Suzlon Energy Ltd | Industrials | 1.02% | ₹127.94 Cr |
| Suzlon Energy Ltd | Industrials | 1.02% | ₹127.94 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.00% | ₹126.28 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.00% | ₹126.28 Cr |
| Deepak Nitrite Ltd | Materials | 1.00% | ₹126.22 Cr |
| Deepak Nitrite Ltd | Materials | 1.00% | ₹126.22 Cr |
| Mankind Pharma Ltd. | Healthcare | 1.00% | ₹125.57 Cr |
| Mankind Pharma Ltd. | Healthcare | 1.00% | ₹125.57 Cr |
| Torrent Power Ltd | Energy & Utilities | 1.00% | ₹125.43 Cr |
| Torrent Power Ltd | Energy & Utilities | 1.00% | ₹125.43 Cr |
| Prestige Estates Projects Ltd | Real Estate | 0.99% | ₹125.22 Cr |
| Max Financial Services Ltd | Financial | 0.98% | ₹123.28 Cr |
| Max Financial Services Ltd | Financial | 0.98% | ₹123.28 Cr |
| Devyani International Ltd | Consumer Discretionary | 0.95% | ₹119.43 Cr |
| Deepak Nitrite Ltd | Materials | 0.93% | ₹117.56 Cr |
| Max Financial Services Ltd | Financial | 0.93% | ₹117.45 Cr |
| Devyani International Ltd | Consumer Discretionary | 0.92% | ₹116.26 Cr |
| Devyani International Ltd | Consumer Discretionary | 0.92% | ₹116.26 Cr |
| Prestige Estates Projects Ltd | Real Estate | 0.92% | ₹116.25 Cr |
| Prestige Estates Projects Ltd | Real Estate | 0.92% | ₹116.25 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.90% | ₹113.63 Cr |
| Nhpc Ltd | Energy & Utilities | 0.89% | ₹112.53 Cr |
| Nhpc Ltd | Energy & Utilities | 0.89% | ₹112.53 Cr |
| Iifl Wealth Management Ltd | Financial | 0.88% | ₹111.35 Cr |
| Uno Minda Ltd | Consumer Discretionary | 0.87% | ₹110.01 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 0.87% | ₹109.66 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 0.87% | ₹109.66 Cr |
| Zydus Lifesciences Ltd | Healthcare | 0.87% | ₹109.08 Cr |
| Schaeffler India Ltd | Industrials | 0.86% | ₹108.82 Cr |
| Schaeffler India Ltd | Industrials | 0.86% | ₹108.82 Cr |
| Pi Industries Ltd | Materials | 0.86% | ₹108.49 Cr |
| Bharti Hexacom Ltd. | Technology | 0.86% | ₹107.86 Cr |
| Schaeffler India Ltd | Industrials | 0.85% | ₹106.57 Cr |
| Apl Apollo Tubes Ltd | Industrials | 0.85% | ₹106.46 Cr |
| Apl Apollo Tubes Ltd | Industrials | 0.85% | ₹106.46 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 0.84% | ₹105.18 Cr |
| Oberoi Realty Ltd | Real Estate | 0.83% | ₹105.09 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.83% | ₹104.59 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 0.81% | ₹102.43 Cr |
| Nhpc Ltd | Energy & Utilities | 0.81% | ₹102.07 Cr |
| Oberoi Realty Ltd | Real Estate | 0.81% | ₹101.99 Cr |
| Oberoi Realty Ltd | Real Estate | 0.81% | ₹101.99 Cr |
| Apl Apollo Tubes Ltd | Industrials | 0.80% | ₹101.10 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.77% | ₹97.04 Cr |
| Bharti Hexacom Ltd. | Technology | 0.77% | ₹96.89 Cr |
| Bharti Hexacom Ltd. | Technology | 0.77% | ₹96.89 Cr |
| Emami Ltd | Consumer Staples | 0.76% | ₹96.17 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.75% | ₹94.05 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 0.75% | ₹94.05 Cr |
| Pi Industries Ltd | Materials | 0.71% | ₹89.67 Cr |
| Pi Industries Ltd | Materials | 0.71% | ₹89.67 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.71% | ₹88.81 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.71% | ₹88.81 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.70% | ₹87.92 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.70% | ₹87.92 Cr |
| Emami Ltd | Consumer Staples | 0.69% | ₹86.73 Cr |
| Emami Ltd | Consumer Staples | 0.69% | ₹86.73 Cr |
| Zydus Lifesciences Ltd | Healthcare | 0.65% | ₹82.19 Cr |
| Zydus Lifesciences Ltd | Healthcare | 0.65% | ₹82.19 Cr |
| Acc Ltd | Materials | 0.65% | ₹82.07 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.63% | ₹78.91 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.63% | ₹78.91 Cr |
| Gujarat State Petronet Ltd | Energy & Utilities | 0.60% | ₹75.58 Cr |
| Grindwell Norton Ltd | Materials | 0.55% | ₹68.99 Cr |
| Grindwell Norton Ltd | Materials | 0.55% | ₹68.99 Cr |
| Crisil Ltd | Industrials | 0.52% | ₹65.38 Cr |
| Crisil Ltd | Industrials | 0.52% | ₹65.38 Cr |
| Others Emm | Unspecified | 0.52% | ₹65.25 Cr |
| Others Emm | Unspecified | 0.52% | ₹65.25 Cr |
| Grindwell Norton Ltd | Materials | 0.51% | ₹63.85 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 0.50% | ₹63.46 Cr |
| Skf India Ltd | Industrials | 0.49% | ₹62.29 Cr |
| Skf India Ltd | Industrials | 0.49% | ₹62.29 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 0.49% | ₹61.32 Cr |
| Icici Prudential Life Insurance Company Ltd | Financial | 0.49% | ₹61.32 Cr |
| Acc Ltd | Materials | 0.49% | ₹61.18 Cr |
| Acc Ltd | Materials | 0.49% | ₹61.18 Cr |
| Indegene Ltd. | Healthcare | 0.48% | ₹61.03 Cr |
| Indegene Ltd. | Healthcare | 0.48% | ₹61.03 Cr |
| Dalmia Bharat Ltd | Materials | 0.48% | ₹60.63 Cr |
| Dalmia Bharat Ltd | Materials | 0.48% | ₹60.63 Cr |
| Indegene Ltd. | Healthcare | 0.45% | ₹56.43 Cr |
| Gland Pharma Ltd | Healthcare | 0.44% | ₹55.78 Cr |
| Gland Pharma Ltd | Healthcare | 0.44% | ₹55.78 Cr |
| Crisil Ltd | Industrials | 0.44% | ₹55.60 Cr |
| Principal Cash Management Direct-growth | Unspecified | 0.43% | ₹54.17 Cr |
| Skf India Ltd | Industrials | 0.41% | ₹51.91 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 0.35% | ₹44.21 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 0.35% | ₹44.21 Cr |
| Ola Electric Mobility Ltd. | Consumer Discretionary | 0.33% | ₹42.14 Cr |
| Cash/net Current Assets | Unspecified | 0.31% | ₹39.54 Cr |
| Dalmia Bharat Ltd | Materials | 0.31% | ₹38.48 Cr |
| Astral Ltd | Industrials | 0.29% | ₹36.08 Cr |
| Gland Pharma Ltd | Healthcare | 0.26% | ₹33.04 Cr |
| Voltas Ltd | Industrials | 0.25% | ₹31.69 Cr |
| Trent Ltd | Consumer Discretionary | 0.21% | ₹26.46 Cr |
| Gujarat Gas Ltd | Energy & Utilities | 0.11% | ₹14.15 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.01% | ₹1.87 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.01% | ₹1.87 Cr |
| Net Payables | Unspecified | -0.25% | ₹-31.11 Cr |
| Net Payables | Unspecified | -0.25% | ₹-31.11 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Mid Cap Direct Fund-growth |
₹889.40 | 20.83% | 25.67% | - |
| Aditya Birla Sun Life Mid Cap Fund Regular-growth |
₹796.69 | 19.81% | 24.59% | - |
| Taurus Mid Cap Fund Direct - Growth |
₹129.87 | 18.47% | 21.31% | - |
| Taurus Mid Cap Fund Direct - Growth |
₹129.87 | 18.47% | 21.31% | - |
| Taurus Mid Cap Fund Regular - Growth |
₹122.90 | 18.02% | 20.86% | - |
| Taurus Mid Cap Fund Regular - Growth |
₹122.90 | 18.02% | 20.86% | - |
growth is based on 5Y returns of the funds
Sundaram Mid Cap Fund Direct-idcw
What is the current AUM of Sundaram Mid Cap Fund Direct-idcw?
As of Thu Jul 31, 2025, Sundaram Mid Cap Fund Direct-idcw manages assets worth ₹12,595.5 crore
How has Sundaram Mid Cap Fund Direct-idcw performed recently?
- 3 Months: 1.64%
- 6 Months: 19.40%
What is the long-term performance of Sundaram Mid Cap Fund Direct-idcw?
- 3 Years CAGR: 24.47%
- 5 Years CAGR: 27.75%
- Since Inception: 18.72%
What is the portfolio composition of Sundaram Mid Cap Fund Direct-idcw?
Equity: 96.66%, Debt: 1.22%, Others: 2.12%.
Who manages Sundaram Mid Cap Fund Direct-idcw?
Sundaram Mid Cap Fund Direct-idcw is managed by Ratish Varier from Sundaram Mutual Fund.
When was the last dividend declared by Sundaram Mid Cap Fund Direct-idcw?
Latest dividend was declared on 24 Jul 2025 at 51.01% of face value.
What is the market-cap allocation of Sundaram Mid Cap Fund Direct-idcw?
Large Cap: 13.40%, Mid Cap: 70.40%, Small Cap: 16.20%.
Which are the top companies Sundaram Mid Cap Fund Direct-idcw has invested in?
- Cummins India Ltd – 3.97% of the fund's portfolio
- Cummins India Ltd – 3.97% of the fund's portfolio
- Coromandel International Ltd – 3.66% of the fund's portfolio
- Cummins India Ltd – 3.64% of the fund's portfolio
- Repo – 3.63% of the fund's portfolio
Which are the major sectors Sundaram Mid Cap Fund Direct-idcw focuses on?
- Financial – 56.96% of the fund's portfolio
- Consumer Discretionary – 52.08% of the fund's portfolio
- Industrials – 45.53% of the fund's portfolio
- Healthcare – 35.00% of the fund's portfolio
- Materials – 34.65% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
