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Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Equity: Mid Cap Open Ended Scheme
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NAV
₹ 66.0311 ₹ 0.26 (0.4 %)
as on 23-05-2025
Asset Size (AUM)
11,690.15 Cr
Launch Date
Jul 30, 2002
Invest in this scheme
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jul 30, 2002
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22.51

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.37 %
Expense Ratio
1.76%
Volatility
13.35 %
Fund House
Sundaram Mutual Fund
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
"If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No exit Load if more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged"
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Invesco India Midcap Fund - Growth Option
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
WhiteOak Capital Mid Cap Fund Regular Plan Growth
Franklin India Prima Fund-Growth
Nippon India Growth Fund-Growth Plan-Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
HDFC Mid-Cap Opportunities Fund - Growth Plan
Kotak Emerging Equity Scheme - Growth
Performance

Scheme Performance (%)

Data as on - 23-05-2025

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 30-07-2002 10.17 31.47 26.89 30.87 14.32
Invesco India Midcap Fund - Growth Option 19-04-2007 19.93 33.71 28.41 31.73 17.28
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 15.66 35.18 32.21 38.41 17.4
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 15.03 33.09 28.23 34.76 17.66
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 14.05 31.83 0.0 0.0 0.0
Franklin India Prima Fund-Growth 01-12-1993 11.65 30.32 26.99 30.18 15.07
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 11.36 33.17 28.6 35.61 17.37
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 10.75 32.14 27.53 31.49 14.99
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 10.35 31.71 29.88 35.19 17.48
Kotak Emerging Equity Scheme - Growth 30-03-2007 9.23 27.52 23.88 32.42 17.31
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings