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Sundaram Mid Cap Fund IDCW
+22.96%
3Y annualised
+0.07% 1D
NAV: 13 May '26
₹65.37
Min. for SIP
₹100
Fund size (AUM)
₹13,378.01 Cr
Expense ratio
1.98%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,907 | +1.51% | |
| 3 years | ₹1,80,000 | ₹2,13,905 | +18.84% | |
| 5 years | ₹3,00,000 | ₹4,54,323 | +51.44% | |
| 10 years | ₹6,00,000 | ₹13,88,005 | +131.33% |
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 | +23.0% | +19.6% | +15.1% | +23.2% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 11 | 8 | 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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Growth Mid Cap Fund IDCW | +10.05% | +24.29% | 45,820.33 | |
Nippon India Growth Mid Cap Fund Bonus | +10.05% | +24.29% | 45,820.33 | |
Edelweiss Mid Cap Fund IDCW | +8.62% | +24.07% | 15,910.69 | |
Sundaram Mid Cap Fund IDCW | +8.80% | +22.96% | 13,378.01 | |
HDFC Mid Cap Fund IDCW | +7.67% | +22.64% | 94,744.72 | |
| Compare | ||||
Fund management
BSBharath SFeb 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 ₹75,524 Cr and the Latest NAV as of 13 May 2026 is ₹65.37.
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₹75,523.60 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,