Sundaram Mid Cap Fund - IDCW - Regular Plan

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  • (-0.42%)Nav, as on 28-03-2025

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  • Net Change on 28-03-2025

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  • Assets (Cr.)

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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) 8.36 -9.96 12.33 21.68 30.17 23.54
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 12.33 21.68 30.17 1.79 10,450.74
HDFC Mid-Cap Opportunities Fund - IDCW Plan Jun 25, 2007 10.69 24.75 34.73 1.42 67,578.59
Kotak Emerging Equity Scheme - Payout of Income Distribution cum capital withdrawal option Mar 30, 2007 15.29 19.08 31.91 1.47 43,941.48
NIPPON INDIA GROWTH FUND - IDCW Option Oct 08, 1995 13.75 23.25 34.43 1.61 30,276.31
Axis Midcap Fund - Regular Plan - IDCW Feb 18, 2011 Unrated 11.37 15.21 25.63 1.60 26,087.92
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment Feb 24, 2014 16.94 27.60 36.19 1.61 23,703.68

Fund Holdings as on 28-February-2025

  • TREPS

  • Cummins India Ltd

  • The Federal Bank Ltd

  • Coromandel International Ltd

  • Kalyan Jewellers India Ltd

  • Lupin Ltd

  • Persistent Systems Ltd

  • Indian Bank

  • Fortis Health Care Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • AU Small Finance Bank Ltd

  • Marico Ltd

  • Oberoi Realty Ltd

  • PB Fintech Ltd

  • Hindustan Petroleum Corporation Ltd

  • Alkem Laboratories Ltd

  • Trent Ltd

  • JK Cement Ltd

  • Jubilant Foodworks Ltd

  • United Breweries Ltd

  • Indus Towers Ltd (Prev Bharti Infratel Ltd)

  • Apollo Tyres Ltd

  • GE Vernova T and D India Ltd

  • BSE Ltd

  • Max Healthcare Institute Ltd

  • Info Edge (India) Ltd

  • Union Bank of India

  • Bharat Electronics Ltd

  • Jindal Steel & Power Ltd

  • Chalet Hotels Ltd

  • MphasiS Ltd

  • Delhivery Ltd

  • Shriram Finance Ltd

  • Coforge Ltd

  • TVS Holdings Ltd

  • ACC Ltd

  • Torrent Power Ltd

  • ZF Commercial Vehicle Control Systems I Ltd

  • Dr Lal Path Labs Ltd

  • Astral Ltd

  • Deepak Nitrite Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Polycab India Ltd

  • TVS Motor Company Ltd

  • Supreme Industries Ltd

  • Bharat Forge Ltd

  • Grindwell Norton Ltd

  • LIC Housing Finance Ltd

  • UNO Minda Ltd

  • Schaeffler India Ltd

  • Devyani international limited

  • Prestige Estates Projects Ltd

  • Zydus Lifesciences Ltd

  • APL Apollo Tubes Ltd

  • Computer Age Management Services Ltd

  • Mankind Pharma Ltd

  • PI Industries Ltd

  • Bharat Heavy Electricals Ltd

  • Sona BLW Precision Forgings Ltd

  • Max Financial Services Ltd

  • The Phoenix Mills Ltd

  • Power Finance Corporation Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Amber Enterprises India Ltd

  • Gujarat State Petronet Ltd

  • Bharti Hexacom Ltd

  • Tube Investments of India Ltd

  • Ola Electric Mobility Ltd

  • Voltas Ltd

  • Sundaram Liquid Fund - Direct Growth*

  • Tata Elxsi Ltd

  • The Indian Hotels Company Ltd

  • Navin Fluorine International Ltd

  • Emami Ltd

  • Aavas Financiers Ltd

  • Suzlon Energy Ltd

  • Kajaria Ceramics Ltd

  • Dixon Technologies (India) Ltd

  • Cash and Other Net Current Assets

  • Container Corporation of India Ltd

  • Gujarat Gas Co Ltd

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Bank - Private

  • Miscellaneous

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Consumer Food

  • Bank - Public

  • Finance - NBFC

  • Construction - Real Estate

  • Diesel Engines

  • Cement & Construction Materials

  • Fertilizers

  • Diamond & Jewellery

  • Finance - Others

  • Telecommunication - Service Provider

  • Plastic Products

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Fintech

  • Refineries

  • Retailing

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • BPO/ITeS

  • Defence

  • Steel/Sponge Iron/Pig Iron

  • Chemicals

  • Courier Services

  • Finance - Housing

  • Air Conditioners

  • Power Generation/Distribution

  • Cable

  • Insurance

  • Forgings

  • Abrasives

  • Bearings

  • Depository Services

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Engineering - Industrial Equipments

  • Finance Term Lending

  • Gas Transmission/Marketing

  • Consumer Durables - Domestic Appliances

  • Cycles

  • Household & Personal Products

  • Consumer Durables - Electronics

  • Ceramics/Marble/Granite/Sanitaryware

  • Logistics

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Most Recent Dividend

  • 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

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 ₹10,450.74 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 ₹-0.26(-0.42%)yesterday to ₹61.3262.

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