Sundaram Mid Cap Fund - IDCW - Direct Plan

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  • (-0.92%)Nav, as on 10-12-2025

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  • Net Change on 10-12-2025

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Fund Overview IDCW | Direct 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 Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) -0.74 2.72 1.72 23.87 24.29 18.32
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 Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Jan 02, 2013 1.72 23.87 24.29 0.90 13,344.99
Kotak Midcap Fund - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 -0.82 21.30 24.04 0.37 60,479.65
Nippon India Growth Mid Cap Fund - DIRECT Plan - IDCW Option Jan 01, 2013 -0.08 24.11 26.05 0.73 42,041.60
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 -10.51 25.06 30.26 0.72 38,002.68
UTI Mid Cap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated -3.60 16.60 19.82 0.91 12,050.11
quant Mid Cap Fund - IDCW Option - Direct Plan Jan 07, 2013 -7.50 15.22 24.65 0.75 8,351.55

Fund Holdings as on 30-November-2025

  • Cummins India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • TREPS

  • Coromandel International Ltd

  • GE Vernova T and D India Ltd

  • Fortis Health Care Ltd

  • The Federal Bank Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • IDFC First Bank Ltd

  • Coforge Ltd

  • Kalyan Jewellers India Ltd

  • Hindustan Petroleum Corporation Ltd

  • BSE Ltd

  • Indian Bank

  • PB Fintech Ltd

  • Marico Ltd

  • The Phoenix Mills Ltd

  • Jubilant Foodworks Ltd

  • Jindal Steel & Power Ltd

  • Persistent Systems Ltd

  • Lupin Ltd

  • JK Cement Ltd

  • TVS Holdings Ltd

  • Bharat Electronics Ltd

  • AU Small Finance Bank Ltd

  • Delhivery Ltd

  • Polycab India Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Max Healthcare Institute Ltd

  • United Breweries Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Chalet Hotels Ltd

  • TVS Motor Company Ltd

  • Apollo Tyres Ltd

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

  • Sona BLW Precision Forgings Ltd

  • L&T Technology Services Ltd

  • Dr Lal Path Labs Ltd

  • Alkem Laboratories Ltd

  • LIC Housing Finance Ltd

  • Colgate Palmolive (India) Ltd

  • Motilal Oswal Financial Services Ltd

  • UNO Minda Ltd

  • Torrent Power Ltd

  • Suzlon Energy Ltd

  • Max Financial Services Ltd

  • Prestige Estates Projects Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Dixon Technologies (India) Ltd

  • Supreme Industries Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Mankind Pharma Ltd

  • Gland Pharma Ltd

  • Emami Ltd

  • APL Apollo Tubes Ltd

  • Deepak Nitrite Ltd

  • Oberoi Realty Ltd

  • Bharti Hexacom Ltd

  • Schaeffler India Ltd

  • NHPC Ltd

  • Amber Enterprises India Ltd

  • Devyani international limited

  • Billionbrains Garage Ventures Ltd

  • PI Industries Ltd

  • Grindwell Norton Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Gujarat State Petronet Ltd

  • CRISIL Ltd

  • Indegene Limited

  • Info Edge (India) Ltd

  • Zydus Lifesciences Ltd

  • Cash and Other Net Current Assets

  • SKF India (Industrial) Ltd

  • IndusInd Bank Ltd

  • SKF India Ltd

  • Shriram Finance Ltd

  • Berger Paints (I) Ltd

  • Escorts Kubota Ltd

  • TVS Motor Company Ltd 6.00% (Preference Share) 01-Sep-2026**

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  • Bank - Private

  • IT - Software

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Diesel Engines

  • Construction - Real Estate

  • Auto Ancillary

  • Electric Equipment

  • Finance - NBFC

  • Miscellaneous

  • Fertilizers

  • Finance - Others

  • Household & Personal Products

  • Fintech

  • Consumer Food

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Refineries

  • Bank - Public

  • Edible Oil

  • Steel/Sponge Iron/Pig Iron

  • Power Generation/Distribution

  • Finance - Investment

  • Defence

  • Logistics

  • Cable

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Bearings

  • Finance - Housing

  • Consumer Durables - Electronics

  • Plastic Products

  • e-Commerce

  • Steel & Iron Products

  • Chemicals

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Abrasives

  • Gas Transmission/Marketing

  • Ratings

  • Business Support

  • BPO/ITeS

  • Paints

  • Automobiles-Tractors

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Most Recent Dividend

  • 25/07/2025

  • 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

  • 23/08/2017

  • 26/07/2017

  • 22/06/2017

  • 26/05/2017

  • 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

  • Cash

  • Equity

  • MFU

  • Preference Shares

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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 02-Jan-2013 and currently has an AUM of ₹13,344.99 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 down ₹-0.67(-0.92%)yesterday to ₹72.3322.

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