Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Mid Cap
Launch Date: 30-07-2002
AUM:
₹ 10,732.06 Cr
Expense Ratio
1.76%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF903J01181
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
S Bharath, Ratish Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 50.77 | 25.6 | 20.42 |
| NIFTY MIDCAP 150 TRI | 52.83 | 26.69 | 26.43 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
61.5216
Last change
0.25 (0.4012%)
Fund Size (AUM)
₹ 10,732.06 Cr
Performance
22.89% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Fund Manager
S Bharath, Ratish Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Cummins India Ltd. | 3.8 |
| Kalyan Jewellers India Ltd. | 3.22 |
| The Federal Bank Ltd. | 3.22 |
| Tube Investments Of India Ltd. | 3.19 |
| Trent Ltd. | 3.17 |
| Others | 3.05 |
| Power Finance Corporation Ltd. | 2.83 |
| Fortis Healthcare Ltd. | 2.46 |
| Zydus Lifesciences Ltd. | 2.13 |
| Indian Bank | 2.05 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 19.78 |
| Services | 13.88 |
| Healthcare | 11.26 |
| Capital Goods | 10.45 |
| Automobile | 8.86 |
| Consumer Discretionary | 5.35 |
| Materials | 5.11 |
| Energy | 4.47 |
| Technology | 4.37 |
| Metals & Mining | 3.56 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Reg IDCW | 20.42 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |