Sundaram Mid Cap Fund - IDCW - Regular Plan

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  • (-0.19%)Nav, as on 14-08-2025

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  • Net Change on 14-08-2025

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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) -1.09 4.22 3.86 22.91 26.91 23.66
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 3.86 22.91 26.91 1.75 12,595.54
Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option Mar 30, 2007 5.22 21.37 28.09 1.39 57,375.20
Nippon India Growth Mid Cap Fund - IDCW Option Oct 08, 1995 4.57 24.63 29.23 1.55 38,581.28
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment Feb 24, 2014 3.93 27.33 33.47 1.56 33,608.53
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 3.66 17.80 22.58 1.56 31,383.93
SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Mar 29, 2005 -3.15 15.32 25.73 1.67 22,546.50

Fund Holdings as on 31-July-2025

  • Coromandel International Ltd

  • Cummins India Ltd

  • TREPS

  • Kalyan Jewellers India Ltd

  • Fortis Health Care Ltd

  • GE Vernova T and D India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Lupin Ltd

  • Hindustan Petroleum Corporation Ltd

  • JK Cement Ltd

  • Persistent Systems Ltd

  • Indian Bank

  • The Federal Bank Ltd

  • Marico Ltd

  • BSE Ltd

  • IDFC First Bank Ltd

  • Jindal Steel & Power Ltd

  • Coforge Ltd

  • The Phoenix Mills Ltd

  • PB Fintech Ltd

  • Delhivery Ltd

  • Jubilant Foodworks Ltd

  • Max Healthcare Institute Ltd

  • United Breweries Ltd

  • Bharat Electronics Ltd

  • Apollo Tyres Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Margin Money For Derivatives

  • Polycab India Ltd

  • TVS Holdings Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Chalet Hotels Ltd

  • Dr Lal Path Labs Ltd

  • LIC Housing Finance Ltd

  • Supreme Industries Ltd

  • AU Small Finance Bank Ltd

  • Shriram Finance Ltd

  • Alkem Laboratories Ltd

  • Torrent Power Ltd

  • Motilal Oswal Financial Services Ltd

  • Mankind Pharma Ltd

  • L&T Technology Services Ltd

  • TVS Motor Company Ltd

  • Suzlon Energy Ltd

  • Prestige Estates Projects Ltd

  • Devyani international limited

  • Deepak Nitrite Ltd

  • Max Financial Services Ltd

  • Crompton Greaves Consumer Electricals Ltd

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

  • UNO Minda Ltd

  • Zydus Lifesciences Ltd

  • PI Industries Ltd

  • Bharti Hexacom Ltd

  • Schaeffler India Ltd

  • Sona BLW Precision Forgings Ltd

  • Oberoi Realty Ltd

  • Amber Enterprises India Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • NHPC Ltd

  • APL Apollo Tubes Ltd

  • Dixon Technologies (India) Ltd

  • Emami Ltd

  • ACC Ltd

  • Gujarat State Petronet Ltd

  • Grindwell Norton Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Indegene Limited

  • CRISIL Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • SKF India Ltd

  • Ola Electric Mobility Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Astral Ltd

  • Gland Pharma Ltd

  • Voltas Ltd

  • Trent Ltd

  • Gujarat Gas Co Ltd

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Auto Ancillary

  • Finance - Others

  • Fertilizers

  • Diesel Engines

  • Finance - NBFC

  • Construction - Real Estate

  • Electric Equipment

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Consumer Food

  • Telecommunication - Service Provider

  • Refineries

  • Bank - Public

  • Edible Oil

  • Power Generation/Distribution

  • Steel/Sponge Iron/Pig Iron

  • Fintech

  • Logistics

  • Courier Services

  • Defence

  • Breweries & Distilleries

  • Plastic Products

  • Tyres & Allied

  • Cable

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Bearings

  • Finance - Housing

  • Air Conditioners

  • Finance - Stock Broking

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Pesticides & Agrochemicals

  • e-Commerce

  • Steel & Iron Products

  • Consumer Durables - Electronics

  • Household & Personal Products

  • Gas Transmission/Marketing

  • Abrasives

  • Insurance

  • Business Support

  • Ratings

  • Retailing

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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

  • 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 ₹12,595.54 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 ₹-0.12(-0.19%)yesterday to ₹63.3151.

Among its top 3 holdings the fund has exposure to Coromandel International 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