Sundaram Mid Cap Fund Regular-IDCW Reinvestment
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Equity, Mid Cap, Principal at very high risk
1 Year Return 17.76% at 16 Feb 2026 04:18 PM
Fund Details
NAV 65.916
Sub-Type Mid Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 23.55
Fund Size(in Crores) 12917.24
Fund Performance
1 Month 1.36%
3 Month -0.91%
6 Month 3.91%
1 Year 17.76%
3 Year 25.03%
5 Year 20.15%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.24%) Market Cap Large Cap 15.75 Small Cap 19.05 Mid Cap 61.45 Top Sectors Financial 18.05 Capital Goods 13.24 Services 10.75 Healthcare 9.97 Automobile 8.75 Consumer Staples 6.15 Technology 4.79 Energy 4.76 Chemicals 4.34 Metals & Mining 3.7 Construction 3.7 Materials 3.48 Consumer Discretionary 2.52 Communication 2.05 Top Holding PI Industries 0.63 Gland Pharma 1.25 Lupin 1.75 FSN E-Commerce Ventures 0.32 Hindustan Petroleum Corporation 2.07 Tube Investments Of India 0.84 Zydus Lifesciences 0.21 The Phoenix Mills 1.83 Indegene 0.53 Jubilant FoodWorks 1.71 Indusind Bank 1.05 Grindwell Norton 0.61 Shriram Finance 0.08 TVS Holdings 1.75 360 One Wam 1.22 TVS Motor Company 1.33 PB Fintech 1.9 Swiggy 0.51 Cummins India 3.56 Torrent Power 1.11 Alkem Laboratories 1.21 Mahindra & Mahindra Financial Services 3.35 BSE 2.05 Oberoi Realty 0.79 APL Apollo Tubes 1 IDFC First Bank 2.46 Emami 1.04 Coforge 1.98 Motilal Oswal Financial Services 1.06 CRISIL 0.57 United Breweries 1.16 Schaeffler India 0.7 Marico 1.93 Max Healthcare Institute 1.11 Kalyan Jewellers India 1.89 Jindal Steel 2.09 Sona BLW Precision Forgings 1.2 Berger Paints India 0.41 Apollo Tyres 1.18 Gujarat State Petronet 0.75 Dr. Lal Pathlabs 1.15 Deepak Nitrite 0.87 Indian Bank 2.02 Prestige Estates Projects 1.08 Fortis Healthcare 1.91 Supreme Industries 0.94 Delhivery 1.64 TVS Motor Company - Pref. Shares 0.01 Amber Enterprises India 0.64 UNO Minda 0.94 Colgate-Palmolive (India) 1.11 Procter & Gamble Hygiene and Health Care 0.92 The Federal Bank 2.36 AU Small Finance Bank 1.62 Chalet Hotels 0.93 Mankind Pharma 0.85 Bharti Hexacom 0.7 L&T Technology Services 1.03 Info Edge (India) 0.5 Dixon Technologies (India) 1.53 Coromandel International 2.83 Suzlon Energy 1.19 Polycab India 1.53 LIC Housing Fin. 1.08 Persistent Systems 1.77 Bharat Electronics 1.75 Indus Towers 1.35 NHPC 0.82 Dalmia Bharat 0.63 Max Financial Services 0.98 JK Cement 1.5 GE Vernova T&D 2.98 ZF Commercial 1.5 Billionbrains Garage Ventures 0.77 Devyani International 0.62
Debt & Others (3.7600000000000002%) Sector Allocation Cash/Net Current Assets 0.25 Repo 3.08 Mutual Fund 0.43 Debt Credit Ratings Debt Category Sundaram Liquid Direct-G 0.43 Others 3.33
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% 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) 14
Date of Incorporation 2002-07-30
Total AUM 2026-01-31
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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