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Sundaram Mid Cap Fund IDCW
+14.39%
3Y annualised
-0.82% 1D
NAV: 23 Oct '26
₹57.48
Min. for SIP
₹100
Fund size (AUM)
₹13,854.06 Cr
Expense ratio
1.87%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,415 | -4.31% | |
| 3 years | ₹1,80,000 | ₹1,89,671 | +5.37% | |
| 5 years | ₹3,00,000 | ₹4,08,128 | +36.04% | |
| 10 years | ₹6,00,000 | ₹12,67,943 | +111.32% |
Holdings (76)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 2.74% |
| Repo | Unspecified | Repo | 2.74% |
| Kalyan Jewellers India Ltd | Consumer Discretionary | Equity | 2.58% |
| Cummins India Ltd | Industrials | Equity | 2.39% |
| The Federal Bank Ltd | Financial | Equity | 2.36% |
| IDFC First Bank Ltd | Financial | Equity | 2.25% |
| Thermax Ltd | Industrials | Equity | 2.20% |
| Coforge Ltd | Technology | Equity | 2.02% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.02% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.96% |
| Coromandel International Ltd | Materials | Equity | 1.91% |
| Marico Ltd | Consumer Staples | Equity | 1.87% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.83% |
| Indusind Bank Ltd | Financial | Equity | 1.83% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.82% |
| Max Financial Services Ltd | Financial | Equity | 1.79% |
| BSE Ltd | Financial | Equity | 1.76% |
| Ashok Leyland Ltd | Industrials | Equity | 1.75% |
| Lupin Ltd | Healthcare | Equity | 1.75% |
| GE T&D India Ltd | Industrials | Equity | 1.74% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.69% |
| Gland Pharma Ltd | Healthcare | Equity | 1.66% |
| Suzlon Energy Ltd | Industrials | Equity | 1.65% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.60% |
| Polycab India Ltd | Industrials | Equity | 1.59% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.56% |
| One 97 Communications Ltd | Industrials | Equity | 1.54% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.50% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.50% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.49% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.45% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.44% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.42% |
| Delhivery Ltd | Industrials | Equity | 1.41% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 1.35% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 1.32% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 1.31% |
| L&T Technology Services Ltd | Technology | Equity | 1.26% |
| Swiggy Ltd. | Technology | Equity | 1.25% |
| Sundaram-Clayton Ltd | Consumer Discretionary | Equity | 1.22% |
| JK Cement Ltd | Materials | Equity | 1.22% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.21% |
| Info Edge (India) Ltd | Technology | Equity | 1.20% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.19% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.12% |
| Indian Bank | Financial | Equity | 1.12% |
| Torrent Power Ltd | Energy & Utilities | Equity | 1.08% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.05% |
| Schaeffler India Ltd | Industrials | Equity | 1.04% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.02% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.01% |
| Bharat Electronics Ltd | Industrials | Equity | 1.01% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.00% |
| Persistent Systems Ltd | Technology | Equity | 0.99% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.98% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.93% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.89% |
| National Aluminium Company Ltd | Materials | Equity | 0.84% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.81% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.81% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.80% |
| Emami Ltd | Consumer Staples | Equity | 0.80% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.79% |
| PB Fintech Ltd | Financial | Equity | 0.72% |
| Grindwell Norton Ltd | Materials | Equity | 0.71% |
| Deepak Nitrite Ltd | Materials | Equity | 0.70% |
| Indegene Ltd. | Healthcare | Equity | 0.67% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.63% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.60% |
| Kirloskar Ferrous Industries Ltd | Materials | Equity | 0.58% |
| Fractal Analytics Ltd. | Technology | Equity | 0.51% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.43% |
| PI Industries Ltd | Materials | Equity | 0.38% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.35% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.25% |
| TVS Holdings Ltd. (Non-convertible Preference Share) A** | Consumer Discretionary | Non Convertible Debenture | 0.05% |
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 | +14.4% | +13.8% | +12.3% | +22.5% |
| Category average (Equity Mid Cap) | +13.0% | +12.0% | +14.3% | +17.1% |
| Rank (Equity Mid Cap) | 9 | 7 | 15 | -- |
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) | |
|---|---|---|---|---|
 | -3.36% | +18.83% | 15,748.83 | |
 | -2.25% | +14.54% | 50,176.01 | |
| -2.25% | +14.54% | 50,176.01 | |
| -4.57% | +14.39% | 13,854.06 | |
 | -2.20% | +14.22% | 1,01,856.06 | |
| 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 ₹77,566 Cr and the Latest NAV as of 23 Oct 2026 is ₹57.48.
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₹77,566.02 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,