Sundaram Mid Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Category: Equity: Mid Cap
Launch Date: 30-07-2002
AUM:
₹ 14,026.07 Cr
Expense Ratio
1.89%
Benchmark
Nifty Midcap 150 TRI
ISIN
INF903J01181
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Bharath S, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW) | 1.36 | 17.09 | 15.7 |
| NIFTY MIDCAP 150 TRI | 7.29 | 18.87 | 18.01 |
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
64.4037
Last change
-3.81 (-5.918%)
Fund Size (AUM)
₹ 14,026.07 Cr
Performance
21.5% (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. 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.
Fund Manager
Bharath S, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.39 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.22 |
| BSE LIMITED EQ NEW FV RS. 2/- | 2.86 |
| TREPS | 2.57 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 2.55 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 2.21 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.2 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.1 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 2.09 |
| IDFC FIRST BANK LIMITED EQ | 1.99 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.26 |
| Capital Goods | 17.58 |
| Healthcare | 9.9 |
| Automobile and Auto Components | 6.8 |
| Consumer Durables | 5.32 |
| Consumer Services | 5.13 |
| Fast Moving Consumer Goods | 5.02 |
| Information Technology | 4.81 |
| Chemicals | 3.46 |
| Realty | 3.1 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Midcap Reg IDCW | 15.7 |
| HSBC Midcap Fund Reg Gr | 17.88 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 0.0 |
| ICICI Pru Midcap Gr | 17.19 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 17.41 |
| Baroda BNP Paribas Mid Cap Fund Gr | 14.84 |
| Mirae Asset Midcap Reg | 15.67 |
| ITI Mid Cap Fund Reg Gr | 15.14 |
| Invesco India Midcap Gr | 19.58 |