₹ 13,854.06 Cr
1.86%
Nifty Midcap 150 TRI
INF903J01181
100.0
100.0
100
Bharath S, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW) | -5.68 | 14.64 | 13.17 |
| NIFTY MIDCAP 150 TRI | -4.21 | 13.78 | 13.37 |
Equity
Debt
Others
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid-cap. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.
| Company | Holdings (%) |
|---|---|
| TREPS | 2.74 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.74 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.58 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 2.39 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.36 |
| IDFC FIRST BANK LIMITED EQ | 2.25 |
| THERMAX LIMITED EQ NEW FV RS.2/- | 2.2 |
| SONA BLW PRECISION FORGINGS LIMITED EQ | 2.02 |
| Coforge Limited | 2.02 |
| THE PHOENIX MILLS LIMITED EQ NEW RS.2/- | 1.96 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.04 |
| Capital Goods | 14.98 |
| Healthcare | 10.27 |
| Automobile and Auto Components | 7.71 |
| Consumer Services | 6.94 |
| Consumer Durables | 6.13 |
| Information Technology | 4.78 |
| Fast Moving Consumer Goods | 3.67 |
| Metals & Mining | 3.25 |
| Chemicals | 2.99 |
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Midcap Reg IDCW | 13.17 |