Sundaram Mid Cap Fund Regular-IDCW Payout
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Equity, Mid Cap, Principal at very high risk
1 Year Return 11.45% at 05 Feb 2026 10:24 AM
Fund Details
NAV 65.8233
Sub-Type Mid Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 23.52
Fund Size(in Crores) 13292.89
Fund Performance
1 Month -1.94%
3 Month -1.66%
6 Month 3.47%
1 Year 11.45%
3 Year 25.34%
5 Year 20.61%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.46%) Market Cap Large Cap 15.21 Small Cap 18.32 Mid Cap 61.92 Top Sectors Financial 17.99 Capital Goods 12.85 Services 10.63 Healthcare 9.78 Automobile 8.29 Consumer Staples 6.25 Technology 4.87 Energy 4.75 Chemicals 4.47 Construction 3.8 Materials 3.45 Metals & Mining 3.4 Consumer Discretionary 2.85 Communication 2.03 Unclassified 0.04 Top Holding PI Industries 0.62 Gland Pharma 1.06 Lupin 1.67 FSN E-Commerce Ventures 0.58 Hindustan Petroleum Corporation 2.31 Tube Investments Of India 0.65 Zydus Lifesciences 0.2 The Phoenix Mills 1.99 Indegene 0.53 Jubilant FoodWorks 1.77 Indusind Bank 0.99 Shriram Finance 0.08 Grindwell Norton 0.6 TVS Holdings 1.55 360 One Wam 1.24 TVS Motor Company 1.3 PB Fintech 2.02 SKF India 0.1 Cummins India 3.86 Torrent Power 1.02 Alkem Laboratories 1.14 Mahindra & Mahindra Financial Services 3.5 BSE 1.87 Oberoi Realty 0.81 APL Apollo Tubes 0.91 IDFC First Bank 2.45 Emami 0.94 Coforge 1.94 Motilal Oswal Financial Services 1.14 CRISIL 0.51 United Breweries 1.24 Schaeffler India 0.73 Marico 2.07 Max Healthcare Institute 1.18 Kalyan Jewellers India 2.16 Sona BLW Precision Forgings 1.13 Jindal Steel 1.89 Berger Paints India 0.36 Apollo Tyres 1.2 ICICI Prudential Asset Management Company 0.04 Gujarat State Petronet 0.62 Dr. Lal Pathlabs 1.18 Indian Bank 1.9 Deepak Nitrite 0.9 Prestige Estates Projects 1 Supreme Industries 0.88 Fortis Healthcare 1.97 Delhivery 1.52 TVS Motor Company - Pref. Shares 0.01 Amber Enterprises India 0.69 Procter & Gamble Hygiene and Health Care 0.95 UNO Minda 0.99 Colgate-Palmolive (India) 1.05 The Federal Bank 2.38 AU Small Finance Bank 1.59 Chalet Hotels 1.22 Mankind Pharma 0.85 Bharti Hexacom 0.8 L&T Technology Services 1.1 Info Edge (India) 0.37 Dixon Technologies (India) 1.25 Coromandel International 2.95 Polycab India 1.53 Suzlon Energy 1.13 LIC Housing Fin. 1.08 Persistent Systems 1.82 Bharat Electronics 1.51 Indus Towers 1.23 NHPC 0.81 Dalmia Bharat 0.63 Max Financial Services 0.98 JK Cement 1.59 GE Vernova T&D 2.73 ZF Commercial 1.45 Billionbrains Garage Ventures 0.66 Devyani International 0.77
Debt & Others (4.55%) Sector Allocation Cash/Net Current Assets 0.41 Repo 3.72 Mutual Fund 0.42 Debt Credit Ratings Debt Category Sundaram Liquid Direct-G 0.42 Others 4.13
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.73%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bharath S.
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Ratish Varier
Education Mr. Varier is a B.Com. & MBA (Finance)
Experience Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2002-07-30
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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