Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Mid Cap
Launch Date: 30-07-2002
AUM:
₹ 12,595.54 Cr
Expense Ratio
1.75%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF903J01181
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 2.83 | 22.06 | 26.27 |
| NIFTY MIDCAP 150 TRI | 1.06 | 22.48 | 28.6 |
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
63.3151
Last change
-0.12 (-0.1898%)
Fund Size (AUM)
₹ 12,595.54 Cr
Performance
22.39% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap
Fund Manager
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.66 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.64 |
| TREPS | 3.63 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.84 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.64 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.55 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.44 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.37 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.04 |
| J.K.CEMENT LIMITED EQ | 2.02 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.65 |
| Capital Goods | 13.37 |
| Healthcare | 11.57 |
| Automobile and Auto Components | 6.76 |
| Consumer Durables | 5.59 |
| Chemicals | 5.45 |
| Consumer Services | 4.94 |
| Information Technology | 4.84 |
| Fast Moving Consumer Goods | 4.26 |
| Realty | 3.58 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Reg IDCW | 26.27 |
| Invesco India MidCap Gr | 28.68 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 29.58 |
| PGIM India Midcap Fund Reg Gr | 25.42 |
| Kotak Midcap Fund Reg Gr | 28.09 |
| HDFC Mid Cap Fund Gr | 29.6 |
| NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 29.23 |
| ICICI Pru MidCap Gr | 26.67 |
| Motilal Oswal Midcap Fund Reg Gr | 33.9 |