Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Mid Cap
Launch Date: 30-07-2002
AUM:
₹ 12,345.38 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) | 5.23 | 28.99 | 27.97 |
| NIFTY MIDCAP 150 TRI | 2.64 | 29.82 | 31.49 |
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
66.4112
Last change
-0.9 (-1.3507%)
Fund Size (AUM)
₹ 12,345.38 Cr
Performance
22.46% (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 (%) |
|---|---|
| TREPS | 6.45 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.42 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 3.21 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.15 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.73 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 2.22 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.22 |
| Persistent Systems Ltd | 2.21 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.14 |
| MARICO LIMITED NEW EQ RE.1 | 2.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 19.72 |
| Capital Goods | 13.5 |
| Healthcare | 10.4 |
| N/A | 7.87 |
| Automobile and Auto Components | 6.93 |
| Consumer Services | 5.71 |
| Consumer Durables | 5.37 |
| Information Technology | 5.15 |
| Chemicals | 4.97 |
| Fast Moving Consumer Goods | 4.02 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Reg IDCW | 27.97 |
| Invesco India MidCap Gr | 29.84 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Edelweiss MidCap Reg Gr | 32.83 |
| Motilal Oswal Midcap Fund Reg Gr | 36.03 |
| Sundaram MidCap Gr | 28.57 |
| HDFC Mid-Cap Opportunities Gr | 32.15 |
| Nippon India Growth Fund Gr Gr | 32.25 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |
| Kotak Emerging Equity Sch Gr | 30.22 |