Sundaram Mid Cap Fund Regular IDCW Payout
Sundaram Mutual Fund
₹60.00 (+0.88%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-1.36% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.74%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Mid-Cap
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,015
Invested ₹1,000
▲+1.48%1 year
₹986
Invested ₹1,000
▼-1.36%3 years
₹1,146
Invested ₹1,000
▲+14.64%5 years
₹1,134
Invested ₹1,000
▲+13.35%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Midcap 150 TR INR |
|---|---|
| Secondary Index Name | Nifty Midcap 150 TR INR |
| Index Name | Nifty Midcap 150 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -1.36% | +14.64% | +13.35% | — |
| Cumulative returns (%) | -1.36% | +50.66% | +87.12% | +217.34% |
Fund Manager
| Manager | Shalav Saket |
|---|---|
| Role | Manager |
| Manager Tenure | 0.75 yrs |
About Fund
| Date of Incorporation | 30 Jul 2002 |
|---|---|
| Fund House | Sundaram Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Mahindra & Mahindra Financial Services Ltd | 2.74% |
| Kalyan Jewellers India Ltd | 2.58% |
| Fortis Healthcare Ltd | 2.47% |
| Suzlon Energy Ltd | 2.42% |
| Cummins India Ltd | 2.39% |
| BSE Ltd | 2.38% |
| The Federal Bank Ltd | 2.36% |
| IDFC First Bank Ltd | 2.25% |
| Thermax Ltd | 2.20% |
| Sundaram Liquid Dir Gr | 2.16% |
| Indian Bank | 2.14% |
| Lupin Ltd | 2.10% |
| GE Vernova T&D India Ltd | 2.09% |
| Jindal Steel Ltd | 2.09% |
| Hindustan Petroleum Corp Ltd | 2.08% |
| JK Cement Ltd | 2.07% |
| Persistent Systems Ltd | 2.06% |
| Coforge Ltd | 2.02% |
| Sona BLW Precision Forgings Ltd | 2.02% |
| PB Fintech Ltd | 2.02% |
| Marico Ltd | 1.98% |
| Phoenix Mills Ltd | 1.96% |
| Max Financial Services Ltd | 1.91% |
| Coromandel International Ltd | 1.91% |
| IndusInd Bank Ltd | 1.88% |
Investment Strategy
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.