Sundaram Mid Cap Fund - IDCW - Direct Plan

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  • (-1.49%)Nav, as on 13-02-2026

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  • Net Change on 13-02-2026

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  • Assets (Cr.)

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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) 1.44 -0.70 18.76 26.12 21.09 18.09
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 18.76 26.12 21.09 0.86 12,917.24
HDFC Mid Cap Fund - IDCW Option - Direct Plan Jan 01, 2013 18.97 26.76 23.99 0.71 92,186.87
Kotak Midcap Fund - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 17.78 23.02 20.94 0.37 59,041.13
Nippon India Growth Mid Cap Fund - DIRECT Plan - IDCW Option Jan 01, 2013 21.12 27.31 23.82 0.74 41,727.36
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 0.11 23.27 24.82 0.74 34,432.18
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 15.14 20.86 17.46 0.55 30,895.30

Fund Holdings as on 31-January-2026

  • Cummins India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • TREPS

  • GE Vernova T and D India Ltd

  • Coromandel International Ltd

  • IDFC First Bank Ltd

  • The Federal Bank Ltd

  • Jindal Steel & Power Ltd

  • Hindustan Petroleum Corporation Ltd

  • BSE Ltd

  • Indian Bank

  • Coforge Ltd

  • Marico Ltd

  • Fortis Health Care Ltd

  • PB Fintech Ltd

  • Kalyan Jewellers India Ltd

  • The Phoenix Mills Ltd

  • Persistent Systems Ltd

  • Lupin Ltd

  • Bharat Electronics Ltd

  • TVS Holdings Ltd

  • Jubilant Foodworks Ltd

  • Delhivery Ltd

  • AU Small Finance Bank Ltd

  • Polycab India Ltd

  • Dixon Technologies (India) Ltd

  • JK Cement Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • TVS Motor Company Ltd

  • Gland Pharma Ltd

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

  • Alkem Laboratories Ltd

  • Sona BLW Precision Forgings Ltd

  • Suzlon Energy Ltd

  • Apollo Tyres Ltd

  • United Breweries Ltd

  • Dr Lal Path Labs Ltd

  • Torrent Power Ltd

  • Max Healthcare Institute Ltd

  • Colgate Palmolive (India) Ltd

  • LIC Housing Finance Ltd

  • Prestige Estates Projects Ltd

  • Motilal Oswal Financial Services Ltd

  • IndusInd Bank Ltd

  • Emami Ltd

  • L&T Technology Services Ltd

  • APL Apollo Tubes Ltd

  • Max Financial Services Ltd

  • Supreme Industries Ltd

  • UNO Minda Ltd

  • Chalet Hotels Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Deepak Nitrite Ltd

  • Mankind Pharma Ltd

  • Tube Investments of India Ltd

  • NHPC Ltd

  • Oberoi Realty Ltd

  • Billionbrains Garage Ventures Ltd

  • Gujarat State Petronet Ltd

  • Schaeffler India Ltd

  • Bharti Hexacom Ltd

  • Amber Enterprises India Ltd

  • PI Industries Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Devyani international limited

  • Grindwell Norton Ltd

  • CRISIL Ltd

  • Indegene Limited

  • Swiggy Ltd

  • Info Edge (India) Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Berger Paints (I) Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Cash and Other Net Current Assets

  • Zydus Lifesciences Ltd

  • Shriram Finance Ltd

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

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Electric Equipment

  • Construction - Real Estate

  • Diesel Engines

  • Finance - NBFC

  • Miscellaneous

  • Household & Personal Products

  • Finance - Others

  • Fertilizers

  • Fintech

  • Consumer Food

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Steel/Sponge Iron/Pig Iron

  • Refineries

  • Telecommunication - Service Provider

  • Bank - Public

  • Edible Oil

  • Power Generation/Distribution

  • Diamond & Jewellery

  • Finance - Investment

  • Defence

  • Logistics

  • Cable

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Breweries & Distilleries

  • Finance - Housing

  • Steel & Iron Products

  • Plastic Products

  • Hotel, Resort & Restaurants

  • Chemicals

  • e-Commerce

  • Gas Transmission/Marketing

  • Bearings

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Abrasives

  • Ratings

  • Business Support

  • BPO/ITeS

  • Paints

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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 ₹12,917.24 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 ₹-1.11(-1.49%)yesterday to ₹73.3653.

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