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Sundaram Mid Cap Fund IDCW
+23.51%
3Y annualised
-0.87% 1D
NAV: 15 Apr '26
₹64.69
Min. for SIP
₹100
Fund size (AUM)
₹11,898.19 Cr
Expense ratio
1.73%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,891 | -0.18% | |
| 3 years | ₹1,80,000 | ₹2,12,347 | +17.97% | |
| 5 years | ₹3,00,000 | ₹4,48,761 | +49.59% | |
| 10 years | ₹6,00,000 | ₹13,64,275 | +127.38% |
Holdings (79)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cummins India Ltd. | Capital Goods | Equity | 4.05% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.44% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.76% |
| Coromandel International Ltd. | Chemicals | Equity | 2.64% |
| The Federal Bank Ltd. | Financial | Equity | 2.27% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 2.16% |
| BSE Ltd. | Services | Equity | 2.13% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.13% |
| Marico Ltd. | Consumer Staples | Equity | 2.10% |
| Lupin Ltd. | Healthcare | Equity | 2.10% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.08% |
| Indian Bank | Financial | Equity | 2.03% |
| IDFC First Bank Ltd. | Financial | Equity | 1.89% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.81% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.79% |
| PB Fintech Ltd. | Services | Equity | 1.78% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.77% |
| Delhivery Ltd. | Services | Equity | 1.75% |
| Coforge Ltd. | Technology | Equity | 1.72% |
| TVS Holdings Ltd. | Automobile | Equity | 1.70% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.69% |
| Persistent Systems Ltd. | Technology | Equity | 1.64% |
| Polycab India Ltd. | Capital Goods | Equity | 1.62% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.62% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.49% |
| JK Cement Ltd. | Construction | Equity | 1.42% |
| Indus Towers Ltd. | Communication | Equity | 1.38% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.37% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.33% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.32% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.27% |
| Gland Pharma Ltd. | Healthcare | Equity | 1.26% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.25% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.23% |
| Max Financial Services Ltd. | Financial | Equity | 1.18% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.16% |
| Torrent Power Ltd. | Energy | Equity | 1.14% |
| 360 One Wam Ltd. | Financial | Equity | 1.13% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.09% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.07% |
| Supreme Industries Ltd. | Chemicals | Equity | 1.07% |
| Apollo Tyres Ltd. | Automobile | Equity | 1.05% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.03% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.99% |
| Indusind Bank Ltd. | Financial | Equity | 0.98% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.97% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.97% |
| L&T Technology Services Ltd. | Technology | Equity | 0.96% |
| Emami Ltd. | Consumer Staples | Equity | 0.93% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.93% |
| UNO Minda Ltd. | Automobile | Equity | 0.89% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.87% |
| NHPC Ltd. | Energy | Equity | 0.84% |
| Premier Energies Ltd. | Energy | Equity | 0.82% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.82% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.81% |
| Thermax Ltd. | Capital Goods | Equity | 0.79% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.79% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.74% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.74% |
| Chalet Hotels Ltd. | Services | Equity | 0.71% |
| Info Edge (India) Ltd. | Services | Equity | 0.68% |
| Swiggy Ltd. | Services | Equity | 0.65% |
| Gujarat State Petronet Ltd. | Energy | Equity | 0.62% |
| PI Industries Ltd. | Chemicals | Equity | 0.58% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.58% |
| Fractal Analytics Ltd. | Technology | Equity | 0.58% |
| Indegene Ltd. | Healthcare | Equity | 0.57% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.56% |
| Devyani International Ltd. | Services | Equity | 0.55% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.53% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.44% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.44% |
| LIC Housing Finance Ltd. | Financial | Equity | 0.42% |
| Oberoi Realty Ltd. | Construction | Equity | 0.41% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.40% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.39% |
| Zydus Lifesciences Ltd. | Healthcare | Equity | 0.22% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +23.5% | +19.5% | +15.1% | +23.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 10 | 10 | 14 | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Growth Mid Cap Fund IDCW | +15.11% | +24.76% | 39,676.13 | |
Nippon India Growth Mid Cap Fund Bonus | +15.11% | +24.76% | 39,676.13 | |
Edelweiss Mid Cap Fund IDCW | +14.22% | +24.45% | 13,553.62 | |
HDFC Mid Cap Fund IDCW | +15.57% | +23.65% | 85,357.92 | |
Sundaram Mid Cap Fund IDCW | +13.97% | +23.51% | 11,898.19 | |
| Compare | ||||
Fund management
BSBharath S.Feb 2021 - PresentView details
BS
Bharath S.
Feb 2021 - Present
View details
SSShalav SaketDec 2025 - PresentView details
SS
Shalav Saket
Dec 2025 - Present
View details
About Sundaram Mid Cap Fund IDCW
Sundaram Mid Cap Fund IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Bharath S. is the Current Fund Manager of Sundaram Mid Cap Fund IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 15 Apr 2026 is ₹64.69.
The Sundaram Mid Cap Fund IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.;
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,