Sundaram Mid Cap Fund - IDCW - Direct Plan

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  • (-1.18%)Nav, as on 27-02-2026

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  • Net Change on 27-02-2026

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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) 6.27 -0.19 23.67 26.91 21.17 18.14
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 23.67 26.91 21.17 0.87 12,917.24
HDFC Mid Cap Fund - IDCW Option - Direct Plan Jan 01, 2013 23.83 27.75 23.90 0.74 92,186.87
Kotak Midcap Fund - Payout of Income Distribution cum capital withdrawal option - Direct Jan 01, 2013 23.86 23.72 21.10 0.38 59,041.13
Nippon India Growth Mid Cap Fund - DIRECT Plan - IDCW Option Jan 01, 2013 24.41 28.39 23.83 0.74 41,727.36
Motilal Oswal Midcap Fund-Direct - IDCW Payout/Reinvestment Feb 24, 2014 -0.56 22.68 24.04 0.77 34,432.18
Axis Midcap Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 20.46 21.76 17.90 0.57 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 ₹-0.87(-1.18%)yesterday to ₹73.3417.

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

The Sundaram Mid Cap Fund is managed by S. Bharath .

Fund House Contact

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

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