Sundaram Mid Cap Fund - IDCW - Regular Plan

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  • (-0.06%)Nav, as on 14-11-2025

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  • Net Change on 14-11-2025

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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) 2.15 4.87 10.18 24.23 25.69 23.64
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 10.18 24.23 25.69 1.74 13,235.84
HDFC Mid Cap Fund - IDCW Plan Jun 25, 2007 12.62 26.06 28.34 1.36 89,383.23
Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option Mar 30, 2007 8.00 21.40 25.75 1.38 60,385.03
Nippon India Growth Mid Cap Fund - IDCW Option Oct 08, 1995 9.37 25.30 27.95 1.54 41,267.69
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment Feb 24, 2014 1.70 25.45 30.93 1.53 37,500.86
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 8.21 18.88 20.52 1.56 32,069.13

Fund Holdings as on 31-October-2025

  • TREPS

  • Cummins India Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Fortis Health Care Ltd

  • Coromandel International Ltd

  • GE Vernova T and D India Ltd

  • IDFC First Bank Ltd

  • Indian Bank

  • Hindustan Petroleum Corporation Ltd

  • Kalyan Jewellers India Ltd

  • The Federal Bank Ltd

  • Coforge Ltd

  • Marico Ltd

  • PB Fintech Ltd

  • Jindal Steel & Power Ltd

  • The Phoenix Mills Ltd

  • BSE Ltd

  • Jubilant Foodworks Ltd

  • JK Cement Ltd

  • Persistent Systems Ltd

  • TVS Holdings Ltd

  • Delhivery Ltd

  • Lupin Ltd

  • Bharat Electronics Ltd

  • Polycab India Ltd

  • AU Small Finance Bank Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • United Breweries Ltd

  • Chalet Hotels Ltd

  • Max Healthcare Institute Ltd

  • Apollo Tyres Ltd

  • TVS Motor Company Ltd

  • Dr Lal Path Labs Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Alkem Laboratories Ltd

  • LIC Housing Finance Ltd

  • Colgate Palmolive (India) Ltd

  • Sona BLW Precision Forgings Ltd

  • Motilal Oswal Financial Services Ltd

  • L&T Technology Services Ltd

  • Suzlon Energy Ltd

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

  • Torrent Power Ltd

  • Prestige Estates Projects Ltd

  • Supreme Industries Ltd

  • UNO Minda Ltd

  • Mankind Pharma Ltd

  • Procter & Gamble Hygiene and Health Care Ltd

  • Max Financial Services Ltd

  • Deepak Nitrite Ltd

  • FSN E–Commerce Ventures Ltd(NYKAA)

  • Oberoi Realty Ltd

  • Dixon Technologies (India) Ltd

  • APL Apollo Tubes Ltd

  • Devyani international limited

  • NHPC Ltd

  • Bharti Hexacom Ltd

  • Schaeffler India Ltd

  • Shriram Finance Ltd

  • PI Industries Ltd

  • Amber Enterprises India Ltd

  • Emami Ltd

  • Dalmia Cement (Bharat) Ltd.

  • Gujarat State Petronet Ltd

  • CRISIL Ltd

  • Gland Pharma Ltd

  • Grindwell Norton Ltd

  • Indegene Limited

  • Sundaram Liquid Fund - Direct Growth*

  • Cash and Other Net Current Assets

  • Zydus Lifesciences Ltd

  • SKF India (Industrial) Ltd

  • SKF India Ltd

  • Berger Paints (I) Ltd

  • Escorts Kubota Ltd

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

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  • Miscellaneous

  • Bank - Private

  • Hospital & Healthcare Services

  • IT - Software

  • Pharmaceuticals & Drugs

  • Diesel Engines

  • Electric Equipment

  • Construction - Real Estate

  • Finance - NBFC

  • Auto Ancillary

  • Finance - Others

  • Fertilizers

  • Household & Personal Products

  • Consumer Food

  • Cement & Construction Materials

  • Bank - Public

  • Refineries

  • Telecommunication - Service Provider

  • Finance - Stock Broking

  • Diamond & Jewellery

  • Edible Oil

  • Fintech

  • Steel/Sponge Iron/Pig Iron

  • Power Generation/Distribution

  • Finance - Investment

  • Logistics

  • Defence

  • Cable

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Bearings

  • Plastic Products

  • Chemicals

  • e-Commerce

  • Consumer Durables - Electronics

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Gas Transmission/Marketing

  • Ratings

  • Abrasives

  • Business Support

  • Unspecified

  • 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

  • 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

  • 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 19-Jul-2002 and currently has an AUM of ₹13,235.84 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 ₹-0.04(-0.06%)yesterday to ₹66.4861.

Among its top 3 holdings the fund has exposure to TREPS, 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