Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 30-07-2002
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: NIFTY Midcap 150 TRI
Total Assets: 13292.89 As on (31-12-2025)
Expense Ratio: 1.73% As on (31-12-2025)
Turn over: 81.00% | Exit Load: Nil - If up to 25% of the units invested are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. Any redemptions or withdrawals by way of SWP in excess of the above mentioned limit would be subject to an exit load of 1 %, if the units are redeemed within 365 days from the date of allotment of units. Further, exit load will be waived on Intra-scheme and Inter scheme Switch-outs/STP.
NAV as on 06-02-2026
65.8459
-0.0327
CAGR Since Inception
22.08%
NIFTY Midcap 150 TRI 17.3%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 11.1 | 24.32 | 20.01 | 15.45 | 22.08 |
| NIFTY MIDCAP 150 TRI | 11.44 | 24.36 | 21.86 | 19.22 | 17.3 |
| Equity: Mid Cap | 8.56 | 21.66 | 19.34 | 16.8 | 16.98 |
Funds Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier, FM3- Mr. Shalav Saket(Overseas Securities)
RETURNS CALCULATORS for Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram MidCap Reg IDCW | 30-07-2002 | 11.1 | 14.02 | 24.32 | 20.01 | 15.45 |
| ICICI Pru MidCap Gr | 10-10-2004 | 18.78 | 14.72 | 24.73 | 21.16 | 17.34 |
| HSBC Midcap Fund Reg Growth | 09-08-2004 | 14.35 | 14.16 | 25.0 | 19.59 | 17.07 |
| Invesco India MidCap Gr | 19-04-2007 | 13.87 | 18.2 | 26.44 | 21.37 | 18.68 |
| Mirae Asset MidCap Reg | 01-07-2019 | 13.58 | 10.11 | 20.72 | 18.6 | 0.0 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 13.43 | 13.43 | 25.68 | 23.72 | 19.02 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 12.6 | 13.52 | 25.74 | 22.95 | 19.32 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 11.95 | 15.93 | 25.95 | 22.45 | 19.04 |
| Sundaram MidCap Gr | 01-07-2002 | 11.69 | 14.62 | 24.97 | 20.7 | 16.18 |
| Union MidCap Reg Gr | 23-03-2020 | 11.56 | 11.46 | 20.78 | 19.37 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 13.35 | 1.37 | 1.05 | 0.9 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |