Sundaram Mid Cap Reg-IDCW

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity IDCW

2 Morning Star

4 Value Research

NAV( 16 Feb 2026)

₹ 66.26

1.91%

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Sundaram Mid Cap Reg-IDCW

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Performance

24.83%3y Returns

0.52% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.74%
Exit load

1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 12,917 Cr
Plan

REGULAR
Launch date

24 Jun 2002
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF903J01181

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Sona BLW Precision Forgings Ltd	1.2%
FSN E-Commerce Ventures Ltd	0.32%
LIC Housing Finance Ltd	1.08%
Cash/Net Current Assets	0.25%
Alkem Laboratories Ltd	1.21%
Torrent Power Ltd	1.11%
AU Small Finance Bank Ltd	1.62%
Tube Investments Of India Ltd	0.84%
Bharti Hexacom Ltd	0.7%
IDFC First Bank Ltd	2.46%
L&T Technology Services Ltd	1.03%
Dalmia Bharat Ltd	0.63%
Amber Enterprises India Ltd	0.64%
Apollo Tyres Ltd	1.18%
GE Vernova T&D India Ltd	2.98%
Zydus Lifesciences Ltd	0.21%
Indus Towers Ltd	1.35%
Gland Pharma Ltd	1.25%
Coromandel International Ltd	2.83%
Repo	3.08%
Mankind Pharma Ltd	0.85%
Delhivery Ltd	1.64%
Jubilant FoodWorks Ltd	1.71%
Persistent Systems Ltd	1.77%
Shriram Finance Ltd	0.08%
BSE Ltd	2.05%
APL Apollo Tubes Ltd	1.0%
Sundaram Liquid Direct-G	0.43%
Swiggy Ltd	0.51%
Dixon Technologies (India) Ltd	1.53%
Bharat Electronics Ltd	1.75%
Billionbrains Garage Ventures Ltd	0.77%
Devyani International Ltd	0.62%
Kalyan Jewellers India Ltd	1.89%
Max Healthcare Institute Ltd	1.11%
Berger Paints India Ltd	0.41%
PB Fintech Ltd	1.9%
Indegene Ltd	0.53%
Procter & Gamble Hygiene & Health Care Ltd	0.92%
TVS Motor Company Ltd	1.33%
Prestige Estates Projects Ltd	1.08%
Schaeffler India Ltd	0.7%
The Federal Bank Ltd	2.36%
Oberoi Realty Ltd	0.79%
Dr. Lal Pathlabs Ltd	1.15%
Polycab India Ltd	1.53%
360 One Wam Ltd	1.22%
Deepak Nitrite Ltd	0.87%
Hindustan Petroleum Corporation Ltd	2.07%
Jindal Steel Ltd	2.09%
Grindwell Norton Ltd	0.61%
Gujarat State Petronet Ltd	0.75%
Cummins India Ltd	3.56%
NHPC Ltd	0.82%
TVS Holdings Ltd	1.75%
Supreme Industries Ltd	0.94%
Suzlon Energy Ltd	1.19%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026	0.01%
Indian Bank	2.02%
Marico Ltd	1.93%
Emami Ltd	1.04%
Indusind Bank Ltd	1.05%
Info Edge (India) Ltd	0.5%
Motilal Oswal Financial Services Ltd	1.06%
Max Financial Services Ltd	0.98%
UNO Minda Ltd	0.94%
JK Cement Ltd	1.5%
Fortis Healthcare Ltd	1.91%
Mahindra & Mahindra Financial Services Ltd	3.35%
Crisil Ltd	0.57%
Lupin Ltd	1.75%
United Breweries Ltd	1.16%
The Phoenix Mills Ltd	1.83%
Colgate-Palmolive (India) Ltd	1.11%
Chalet Hotels Ltd	0.93%
PI Industries Ltd	0.63%
ZF Commercial Vehicle Control Systems India Ltd	1.5%
Coforge Ltd	1.98%

Sectors

Company	Allocation %
Others	3.33%
Automobile	8.75%
Construction	3.70%
Consumer Staples	6.16%
Materials	3.48%
Financial	18.05%
Capital Goods	13.24%
Consumer Discretionary	2.53%
Chemicals	4.33%
Services	10.75%
Energy	4.75%
Technology	4.78%
Unclassified	0.43%
Metals & Mining	3.70%
Healthcare	9.97%
Communication	2.05%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 75,769 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

View All Mutual Funds

S Bharath

Funds Offered

7
AUM

₹ 27,520 Cr
Highest Return

24.83%

About

S Bharath Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
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SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Sundaram Mid Cap Reg-IDCW?

The current NAV of Sundaram Mid Cap Reg-IDCW is ₹ 66.2613

How much does Sundaram Mid Cap Reg-IDCW charge as expense ratio?

The expense ratio of Sundaram Mid Cap Reg-IDCW is 1.74%

How to Redeem Sundaram Mid Cap Reg-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Mid Cap Reg-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Mid Cap Reg-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Mid Cap Reg-IDCW based on your investment objective and risk profile.

What is the return of Sundaram Mid Cap Reg-IDCW?

For Sundaram Mid Cap Reg-IDCW, 3-year return is 24.83% per annum and 5-year return is 20.0% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Mid Cap Reg-IDCW?

The lock-in-period of Sundaram Mid Cap Reg-IDCW is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

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Sundaram Mid Cap Reg-IDCW

₹ 66.26

1.91%

Sundaram Mid Cap Reg-IDCW

Performance

24.83%3y Returns

Investment details

₹ 100

₹ 100

0

1.74%

1% For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

L After 365 days

Fund details

₹ 12,917 Cr

REGULAR

24 Jun 2002

OPEN

NIFTY Midcap 150 Total Return Index

INF903J01181

Fund allocation

Risk Associated

Very High

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 75,769 Cr

About

Fund Manager

S Bharath

7

₹ 27,520 Cr

24.83%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Sundaram Mid Cap Reg-IDCW?

How much does Sundaram Mid Cap Reg-IDCW charge as expense ratio?

How to Redeem Sundaram Mid Cap Reg-IDCW Regular Growth?

What are the steps to invest in Sundaram Mid Cap Reg-IDCW?

Can I invest in Sundaram Mid Cap Reg-IDCW through both SIP and lump sum?

What is the return of Sundaram Mid Cap Reg-IDCW?

What is the lock-in period in Sundaram Mid Cap Reg-IDCW?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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