Sundaram Mid Cap Fund - IDCW - Regular Plan

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  • 0.55 %Nav, as on 14-07-2025

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  • Net Change on 14-07-2025

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  • Assets (Cr.)

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) -0.44 14.25 4.91 27.68 28.32 23.79
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) Jul 19, 2002 4.91 27.68 28.32 1.75 12,818.10
HDFC Mid Cap Fund - IDCW Plan Jun 25, 2007 6.43 30.60 32.08 1.40 84,061.43
Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option Mar 30, 2007 3.97 25.34 29.90 1.42 57,101.96
Nippon India Growth Mid Cap Fund - IDCW Option Oct 08, 1995 3.79 28.48 32.07 1.56 39,065.55
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment Feb 24, 2014 5.54 31.01 34.88 1.58 33,053.13
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 1.77 21.47 23.92 1.57 32,068.52

Fund Holdings as on 30-June-2025

  • Cummins India Ltd

  • Coromandel International Ltd

  • The Federal Bank Ltd

  • Kalyan Jewellers India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Fortis Health Care Ltd

  • Persistent Systems Ltd

  • Lupin Ltd

  • GE Vernova T and D India Ltd

  • Hindustan Petroleum Corporation Ltd

  • BSE Ltd

  • Marico Ltd

  • Indian Bank

  • TREPS

  • Sundaram Liquid Fund - Direct Growth*

  • JK Cement Ltd

  • Coforge Ltd

  • Bharat Electronics Ltd

  • Jindal Steel & Power Ltd

  • PB Fintech Ltd

  • The Phoenix Mills Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Delhivery Ltd

  • Jubilant Foodworks Ltd

  • Max Healthcare Institute Ltd

  • United Breweries Ltd

  • Apollo Tyres Ltd

  • TVS Holdings Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Chalet Hotels Ltd

  • Polycab India Ltd

  • AU Small Finance Bank Ltd

  • LIC Housing Finance Ltd

  • Supreme Industries Ltd

  • Torrent Power Ltd

  • Dr Lal Path Labs Ltd

  • ACC Ltd

  • Prestige Estates Projects Ltd

  • Alkem Laboratories Ltd

  • TVS Motor Company Ltd

  • IDFC First Bank Ltd

  • Max Financial Services Ltd

  • Oberoi Realty Ltd

  • Astral Ltd

  • Mankind Pharma Ltd

  • L&T Technology Services Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Suzlon Energy Ltd

  • Deepak Nitrite Ltd

  • UNO Minda Ltd

  • Devyani international limited

  • ICICI Prudential Life Insurance Company Ltd

  • Shriram Finance Ltd

  • Motilal Oswal Financial Services Ltd

  • Bharti Hexacom Ltd

  • Zydus Lifesciences Ltd

  • APL Apollo Tubes Ltd

  • PI Industries Ltd

  • Schaeffler India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Union Bank of India

  • Amber Enterprises India Ltd

  • Dixon Technologies (India) Ltd

  • Emami Ltd

  • Sona BLW Precision Forgings Ltd

  • Grindwell Norton Ltd

  • Gujarat State Petronet Ltd

  • 360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)

  • Trent Ltd

  • CRISIL Ltd

  • Indegene Limited

  • SKF India Ltd

  • Computer Age Management Services Ltd

  • The Indian Hotels Company Ltd

  • Bharat Heavy Electricals Ltd

  • Ola Electric Mobility Ltd

  • Cash and Other Net Current Assets

  • Voltas Ltd

  • Gujarat Gas Co Ltd

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Hospital & Healthcare Services

  • Consumer Food

  • Auto Ancillary

  • Construction - Real Estate

  • Finance - Others

  • Diesel Engines

  • Finance - NBFC

  • Fertilizers

  • Electric Equipment

  • Cement & Construction Materials

  • Bank - Public

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Miscellaneous

  • Plastic Products

  • Refineries

  • Defence

  • Steel/Sponge Iron/Pig Iron

  • Fintech

  • Hotel, Resort & Restaurants

  • Courier Services

  • Breweries & Distilleries

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Cable

  • Finance - Housing

  • Bearings

  • Power Generation/Distribution

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Chemicals

  • Insurance

  • Finance - Stock Broking

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • e-Commerce

  • Gas Transmission/Marketing

  • Consumer Durables - Electronics

  • Household & Personal Products

  • Abrasives

  • Retailing

  • Ratings

  • Business Support

  • Depository Services

  • Engineering - Industrial Equipments

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Fund Manager

Most Recent Dividend

  • 14/10/2024

  • 23/10/2023

  • 28/11/2022

  • 30/06/2021

  • 25/03/2020

  • 18/02/2020

  • 29/01/2020

  • 27/12/2019

  • 29/11/2019

  • 23/10/2019

  • 25/09/2019

  • 28/08/2019

  • 24/07/2019

  • 21/06/2019

  • 24/05/2019

  • 24/04/2019

  • 20/03/2019

  • 22/02/2019

  • 25/01/2019

  • 19/12/2018

  • 20/11/2018

  • 24/10/2018

  • 25/09/2018

  • 24/08/2018

  • 25/07/2018

  • 20/06/2018

  • 25/05/2018

  • 25/04/2018

  • 23/03/2018

  • 28/02/2018

  • 24/01/2018

  • 28/12/2017

  • 27/11/2017

  • 26/10/2017

  • 26/09/2017

  • 22/08/2017

  • 26/07/2017

  • 22/06/2017

  • 02/05/2017

  • 20/01/2017

  • 17/10/2016

  • 18/07/2016

  • 28/03/2016

  • 15/06/2015

  • 13/10/2014

  • 24/03/2014

  • 28/10/2013

  • 15/11/2010

  • 08/02/2010

  • 23/11/2009

  • 07/09/2009

  • 27/04/2009

  • 12/02/2007

  • 30/10/2006

  • 21/08/2006

  • 20/02/2006

  • 26/09/2005

  • 21/02/2005

  • 20/09/2004

  • 01/03/2004

  • 24/11/2003

  • 30/06/2003

  • Cash

  • Equity

  • MFU

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About Sundaram Mid Cap Fund

Scheme Analysis

Sundaram Mid Cap Fund is a Equity - Mid Cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 19-Jul-2002 and currently has an AUM of ₹12,818.10 crore. Sundaram Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of Sundaram Mid Cap Fund ended up ₹0.38(0.55%)yesterday to ₹68.6682.

Among its top 3 holdings the fund has exposure to Cummins India Ltd, and

The Sundaram Mid Cap Fund is managed by S. Bharath and Ratish Varier.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156