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Scheme Information
Sundaram Mid Cap IDCW-P
as of 13 Apr 2026, 12:18 PM
Scheme Asset Size₹13235.50 Cr
Expense Ratio1.73%
Cash Holding3.27385%
Fund TypeOpen-End
PlanGrowth
BenchmarkNifty Midcap 150 TR INR
Launch Date2002-07-30
Exit LoadExit load of 1.00% for investments if redeemed within 365 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -8.89%
In the last 3 months -10.06%
In the last 6 months -7.13%
In the last 1 Years 3.10%
In the last 3 Years 0.81%
In the last 5 Years 1.23%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Cummins India Ltd | Industrials | E | 4.03% |
| GE Vernova T&D India Ltd | Industrials | E | 3.38% |
| Mahindra & Mahindra Financial Services Ltd | Financial Services | E | 3.25% |
| Coromandel International Ltd | Basic Materials | E | 2.69% |
| The Federal Bank Ltd | Financial Services | E | 2.36% |
| Indian Bank | Financial Services | E | 2.14% |
| IDFC First Bank Ltd | Financial Services | E | 2.13% |
| Kalyan Jewellers India Ltd | Consumer Cyclical | E | 2.09% |
| Jindal Steel Ltd | Basic Materials | E | 2.09% |
| Hindustan Petroleum Corp Ltd | Energy | E | 2.08% |
| Marico Ltd | Consumer Defensive | E | 2.02% |
| BSE Ltd | Financial Services | E | 1.93% |
| Fortis Healthcare Ltd | Healthcare | E | 1.93% |
| Polycab India Ltd | Industrials | E | 1.83% |
| Lupin Ltd | Healthcare | E | 1.83% |
| Phoenix Mills Ltd | Real Estate | E | 1.77% |
| TVS Holdings Ltd | Consumer Cyclical | E | 1.71% |
| Bharat Electronics Ltd | Industrials | E | 1.69% |
| PB Fintech Ltd | Financial Services | E | 1.66% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.65% |
| Coforge Ltd | Technology | E | 1.64% |
| Delhivery Ltd | Industrials | E | 1.64% |
| Dixon Technologies (India) Ltd | Technology | E | 1.50% |
| AU Small Finance Bank Ltd | Financial Services | E | 1.50% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Cyclical | E | 1.48% |
| Persistent Systems Ltd | Technology | E | 1.43% |
| JK Cement Ltd | Basic Materials | E | 1.42% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 1.36% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 1.35% |
| Sona BLW Precision Forgings Ltd | Consumer Cyclical | E | 1.26% |
| United Breweries Ltd | Consumer Defensive | E | 1.23% |
| Torrent Power Ltd | Utilities | E | 1.23% |
| Gland Pharma Ltd | Healthcare | E | 1.20% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 1.18% |
| Alkem Laboratories Ltd | Healthcare | E | 1.17% |
| Colgate-Palmolive (India) Ltd | Consumer Defensive | E | 1.15% |
| Dr. Lal PathLabs Ltd | Healthcare | E | 1.12% |
| IndusInd Bank Ltd | Financial Services | E | 1.10% |
| LIC Housing Finance Ltd | Financial Services | E | 1.08% |
| Max Financial Services Ltd | Financial Services | E | 1.07% |
| Tube Investments of India Ltd Ordinary Shares | Industrials | E | 1.07% |
| APL Apollo Tubes Ltd | Basic Materials | E | 1.07% |
| Suzlon Energy Ltd | Industrials | E | 1.04% |
| Apollo Tyres Ltd | Consumer Cyclical | E | 1.04% |
| Motilal Oswal Financial Services Ltd | Financial Services | E | 1.00% |
| Max Healthcare Institute Ltd Ordinary Shares | Healthcare | E | 0.99% |
| Emami Ltd | Consumer Defensive | E | 0.97% |
| L&T Technology Services Ltd | Technology | E | 0.97% |
| Prestige Estates Projects Ltd | Real Estate | E | 0.97% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.92% |
| Supreme Industries Ltd | Industrials | E | 0.92% |
| Mankind Pharma Ltd | Healthcare | E | 0.88% |
| Amber Enterprises India Ltd Ordinary Shares | Consumer Cyclical | E | 0.87% |
| Procter & Gamble Hygiene and Health Care Ltd | Consumer Defensive | E | 0.87% |
| Chalet Hotels Ltd | Consumer Cyclical | E | 0.84% |
| Schaeffler India Ltd | Consumer Cyclical | E | 0.83% |
| Deepak Nitrite Ltd | Basic Materials | E | 0.82% |
| Oberoi Realty Ltd | Real Estate | E | 0.79% |
| NHPC Ltd | Utilities | E | 0.77% |
| Gujarat State Petronet Ltd | Utilities | E | 0.74% |
| Bharti Hexacom Ltd | Communication Services | E | 0.71% |
| Devyani International Ltd | Consumer Cyclical | E | 0.67% |
| Info Edge (India) Ltd | Communication Services | E | 0.65% |
| Grindwell Norton Ltd | Industrials | E | 0.64% |
| Premier Energies Ltd | Technology | E | 0.61% |
| PI Industries Ltd | Basic Materials | E | 0.60% |
| Dalmia Bharat Ltd | Basic Materials | E | 0.59% |
| Indegene Ltd | Healthcare | E | 0.59% |
| Swiggy Ltd | Consumer Cyclical | E | 0.55% |
| Fractal Analytics Ltd | Technology | E | 0.53% |
| Sundaram Liquid Dir Gr | - | FO | 0.42% |
| Berger Paints India Ltd | Basic Materials | E | 0.39% |
| Billionbrains Garage Ventures Ltd | Financial Services | E | 0.39% |
| CRISIL Ltd | Financial Services | E | 0.36% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 0.35% |
| Zydus Lifesciences Ltd | Healthcare | E | 0.21% |
| Jubilant Foodworks Ltd Mar-2026 | - | DG | 0.09% |
| Shriram Finance Ltd | Financial Services | E | 0.08% |
| Tvs Motor Company Limited | - | P | 0.01446% |
| Treps | - | CR | 2.37% |
| Margin Money For Derivatives | - | CA | 0.49% |
| Cash And Other Net Current Assets | - | CA | 0.00642% |
Sector Holding Analysis
Equity / Debt / Cash Split
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Equity
96.71%
Cash
3.27%
Equity sector allocation
Loading chart…
Basic Materials
9.67%
Communication Services
2.71%
Consumer Cyclical
15.62%
Consumer Defensive
6.25%
Energy
2.08%
Financial Services
21.22%
Healthcare
9.91%
Industrials
16.23%
Real Estate
3.53%
Technology
6.68%
Utilities
2.73%
Others
3.37%
Fund House Contact Details
Websitewww.sundarammutual.com
Phone+91 44 28583362/3367
Sundaram Asset Management Company Ltd
Asset Management Company
Funds in this Category
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
31.13%
48.34%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
31.13%
48.34%
3Y Returns
+45.98%
DSP Wld Gld Mng Ovrs Eq Omni FoF IDCW-R
Equity
Min. Investment
₹100
Category Returns
31.13%
48.34%
3Y Returns
+45.89%
About Sundaram Mid Cap IDCW-P
Investment Objective of the Scheme
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Key Features of The Fund
5-year return
+17.45%
Fund Manager
S. Bharath
Risk Profile
Very High Risk
Expense Ratio
1.73%
Fund Size
₹13235.50 Cr
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