Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Category: Equity: Mid Cap
Launch Date: 30-07-2002
AUM:
₹ 13,292.89 Cr
Expense Ratio
1.73%
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, FM3- Mr. Shalav Saket(Overseas Securities)
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 12.88 | 23.94 | 20.91 |
| NIFTY MIDCAP 150 TRI | 13.51 | 24.0 | 23.01 |
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
63.9558
Last change
0.96 (1.4978%)
Fund Size (AUM)
₹ 13,292.89 Cr
Performance
21.96% (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
FM1 - Mr. S Bharath, FM2- Mr. Ratish B Varier, FM3- Mr. Shalav Saket(Overseas Securities)
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| CUMMINS INDIA LIMITED EQ FV RS.2 | 3.86 |
| TREPS | 3.72 |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- | 3.5 |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | 2.95 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.73 |
| IDFC FIRST BANK LIMITED EQ | 2.45 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 2.38 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | 2.31 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 2.16 |
| MARICO LIMITED NEW EQ RE.1 | 2.07 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.98 |
| Capital Goods | 13.25 |
| Healthcare | 9.78 |
| Automobile and Auto Components | 7.46 |
| Fast Moving Consumer Goods | 6.25 |
| Information Technology | 4.86 |
| Consumer Services | 4.71 |
| Chemicals | 4.47 |
| Consumer Durables | 4.46 |
| Realty | 3.8 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram MidCap Reg IDCW | 20.91 |
| ICICI Pru MidCap Gr | 22.12 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 0.0 |
| HSBC Midcap Fund Reg Growth | 20.07 |
| Mirae Asset MidCap Reg | 20.15 |
| HDFC Mid Cap Fund Gr | 24.9 |
| Invesco India MidCap Gr | 22.08 |
| Union MidCap Reg Gr | 20.34 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Canara Robeco Mid Cap Fund Reg Gr | 0.0 |