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Fund Overview of Sundaram Mid Cap Fund Regular-idcw
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₹13,686.7 CrAUM
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₹67.74NAV
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1.77%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Mid Cap Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.16% | NA | 4.37% |
| 6 Months | 3.89% | NA | 15.67% |
| 1 Year | 7.74% | 7.74% | -0.50% |
| 2 Years | 15.50% | 7.47% | 23.18% |
| 3 Years | 80.69% | 21.80% | 22.72% |
| 5 Years | 135.48% | 18.68% | 26.92% |
| 7 Years | 223.42% | 18.26% | NA |
| 10 Years | 313.08% | 15.24% | 16.72% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Sundaram Mid Cap Fund Regular-idcw with other mutual funds in the same category
Sundaram Mid Cap Fund Regular-idcw
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
96.77%debt instruments
0.41%other assets or cash equivalents
2.82%Sundaram Mid Cap Fund Regular-idcw is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 30 Jul 2002, the fund aims Long term capital growth. Investment in diversified stocks that are generally termed as mid-caps. It manages assets worth ₹13,686.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.77%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Mid Cap Fund Regular-idcw
The portfolio allocation consists of 96.77% in equities, 0.41% in debt instruments, 2.82% in other assets or cash equivalents.Managed by Ratish Varier, it has delivered a return of 7.74% in the last year, a total return since inception of 23.24%.
The latest dividend was declared on 24 Jul 2025 at 46.22% of face value.
Choosing the right which sip is best plays a key role in financial planning.
Key Metrics of Sundaram Mid Cap Fund Regular-idcw
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Standard Deviation17.48%
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Sharpe Ratio0.94%
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Alpha2.18%
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Beta0.94%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Mid Cap Fund Regular-growth
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₹13,687 | 3.03% | 11.16% | 3.89% | 7.74% | 21.80% |
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Sundaram Mid Cap Fund Direct-growth
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₹13,687 | 3.11% | 11.39% | 4.33% | 8.65% | 22.82% |
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Sundaram Mid Cap Fund Direct-idcw
|
₹13,687 | 3.11% | 11.39% | 4.33% | 8.65% | 22.82% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Ge T&d India Ltd | Industrials | 3.39% | ₹463.37 Cr |
| Cummins India Ltd | Industrials | 3.22% | ₹441.08 Cr |
| Bse Ltd | Financial | 2.86% | ₹391.87 Cr |
| Repo | Unspecified | 2.57% | ₹351.22 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 2.55% | ₹349.15 Cr |
| Max Financial Services Ltd | Financial | 2.21% | ₹302.16 Cr |
| The Federal Bank Ltd | Financial | 2.20% | ₹300.50 Cr |
| Coromandel International Ltd | Materials | 2.10% | ₹287.95 Cr |
| Suzlon Energy Ltd | Industrials | 2.09% | ₹286.67 Cr |
| Idfc First Bank Ltd | Financial | 1.99% | ₹273.00 Cr |
| Marico Ltd | Consumer Staples | 1.98% | ₹271.16 Cr |
| Polycab India Ltd | Industrials | 1.90% | ₹260.63 Cr |
| Jindal Steel & Power Ltd | Materials | 1.87% | ₹255.85 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.83% | ₹250.96 Cr |
| Pb Fintech Ltd | Financial | 1.82% | ₹249.36 Cr |
| Coforge Ltd | Technology | 1.82% | ₹248.82 Cr |
| Phoenix Mills Ltd | Real Estate | 1.81% | ₹247.97 Cr |
| Lupin Ltd | Healthcare | 1.79% | ₹244.93 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 1.75% | ₹239.16 Cr |
| Iifl Wealth Management Ltd | Financial | 1.65% | ₹226.42 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Mid Cap Fund Regular-idcw
What is the current AUM of Sundaram Mid Cap Fund Regular-idcw?
As of Sun May 31, 2026, Sundaram Mid Cap Fund Regular-idcw manages assets worth ₹13,686.7 crore
How has Sundaram Mid Cap Fund Regular-idcw performed recently?
- 3 Months: 11.16%
- 6 Months: 3.89%
What is the long-term performance of Sundaram Mid Cap Fund Regular-idcw?
- 3 Years CAGR: 21.80%
- 5 Years CAGR: 18.68%
- Since Inception: 23.24%
What is the portfolio composition of Sundaram Mid Cap Fund Regular-idcw?
Equity: 96.77%, Debt: 0.41%, Others: 2.82%.
Who manages Sundaram Mid Cap Fund Regular-idcw?
Sundaram Mid Cap Fund Regular-idcw is managed by Ratish Varier from Sundaram Mutual Fund.
When was the last dividend declared by Sundaram Mid Cap Fund Regular-idcw?
Latest dividend was declared on 24 Jul 2025 at 46.22% of face value.
What is the market-cap allocation of Sundaram Mid Cap Fund Regular-idcw?
Large Cap: 9.86%, Mid Cap: 74.61%, Small Cap: 15.53%.
Which are the top companies Sundaram Mid Cap Fund Regular-idcw has invested in?
- GE T&D India Ltd – 3.39% of the fund's portfolio
- Cummins India Ltd – 3.22% of the fund's portfolio
- BSE Ltd – 2.86% of the fund's portfolio
- Repo – 2.57% of the fund's portfolio
- Mahindra & Mahindra Financial Services Ltd – 2.55% of the fund's portfolio
Which are the major sectors Sundaram Mid Cap Fund Regular-idcw focuses on?
- Financial – 15.29% of the fund's portfolio
- Industrials – 10.61% of the fund's portfolio
- Materials – 3.97% of the fund's portfolio
- Healthcare – 3.62% of the fund's portfolio
- Unspecified – 2.57% of the fund's portfolio
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