Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹67.18
1D
NAV as on 19 Mar 2026
17%/per year
Since Inception
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1 people have invested ₹ 200 in Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal in the last three months
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (19-Mar-26)
The fund has consistently outperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Consumer Cyclical & Industrial
Financial Services
22%
Industrial
17%
Consumer Cyclical
16%
Financial Services
23%
Consumer Cyclical
16%
Industrial
16%
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal Holdings Details
as on (28-Feb-26)
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.87% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹13235 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 45.68% |
| Risk |   Very High Risk |
About Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Shalav Saket, S. Bharath. The fund could potentially beat inflation in the long-run.
Key Parameters
- Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal has ₹13235 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal has given a CAGR return of 17.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.27%, 22.86% and 18.27% respectively.
Holdings
Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Basic Materials, Tech, Consumer Defensive, Corporate, Real Estate, Utilities, Communication, Energy, Government. Its top holdings are Cummins India Ltd, GE Vernova T&D India Ltd, Mahindra & Mahindra Financial Services Ltd, Coromandel International Ltd, The Federal Bank Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Shalav Saket
Fund Manager of Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal, since 31 December 2025
S. Bharath
Fund Manager of Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal, since 24 February 2021
- AUM of the fund stands at 13.2K Cr as of Feb'26
- AUM increased by 318.3 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Mid Cap Direct Plan Payout of Income Distribution cum Capital Withdrawal?
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