Sundaram Mid Cap Fund Direct-IDCW Reinvestment
Equity, Mid Cap, Principal at very high risk
1 Year Return 5.59% at 08 Jun 2026 01:15 PM
Sundaram Mid Cap Fund Direct-IDCW Reinvestment: Mutual Fund Overview
Sundaram Mid Cap Fund Direct-IDCW Reinvestment is an Mid Cap mutual fund with over 13.43 years of performance history. The scheme manages an AUM of ₹13378.0 Cr and has a NAV of ₹73.6734. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.59%.
Fund Details
NAV 73.6734
Sub-Type Mid Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 13.43
Fund Size(in Crores) 13378.0
Fund Performance
1 Month 0.12%
3 Month 2.84%
6 Month -0.1%
1 Year 5.59%
3 Year 23.05%
5 Year 19.34%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.88%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ratish Varier
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.
Bharath S
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.
Shalav Saket
Education MBA, B-Tech, CFA
Experience Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 46
Date of Incorporation 2013-01-01
Total AUM 75523.59
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Mid Cap Fund Direct-IDCW Reinvestment FAQs
How to invest in Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
Investing in Sundaram Mid Cap Fund Direct-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Mid Cap Fund Direct-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
The term expense ratio for Sundaram Mid Cap Fund Direct-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Mid Cap Fund Direct-IDCW Reinvestment is 0.88% as of 08 Jun 2026.
What is the NAV of Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
The NAV of Sundaram Mid Cap Fund Direct-IDCW Reinvestment is ₹73.6734 as of 08 Jun 2026.
What is the AUM of Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
The AUM (Assets Under Management) of Sundaram Mid Cap Fund Direct-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Mid Cap Fund Direct-IDCW Reinvestment is ₹13378.0 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
The PE ratio of Sundaram Mid Cap Fund Direct-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
Yes, you can invest in Sundaram Mid Cap Fund Direct-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Mid Cap Fund Direct-IDCW Reinvestment in the last 5 years?
The return of Sundaram Mid Cap Fund Direct-IDCW Reinvestment in the last 5 years is 19.34%.
What is the minimum SIP investment required in Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
The minimum SIP investment in Sundaram Mid Cap Fund Direct-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Mid Cap Fund Direct-IDCW Reinvestment, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
The NAV of Sundaram Mid Cap Fund Direct-IDCW Reinvestment, as of 08 Jun 2026, is ₹73.6734.
Who manages the Sundaram Mid Cap Fund Direct-IDCW Reinvestment?
The fund managers responsible for Sundaram Mid Cap Fund Direct-IDCW Reinvestment are:
- Ratish Varier
- Bharath S
- Shalav Saket