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Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

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NAV
₹ 58.1172 ₹ -0.76 (-1.32 %)
as on 28-02-2024
Asset Size (AUM)
10,112.24 Cr
Launch Date
Jul 30, 2002
Investment Objective
The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jul 30, 2002
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22.81

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.27 %
Expense Ratio
1.78%
Volatility
16.21 %
Fund House
Sundaram Mutual Fund
Fund Manager
S Bharath, Ratish Varier
Key Features
Scheme description
This fund has higher ups and downs compared to large cap equity funds but can give higher returns in the long run. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 28-02-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 30-07-2002 50.14 26.13 23.02 19.4 19.4
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 60.93 34.44 36.9 31.06 19.95
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 58.79 29.11 27.48 24.88 0.0
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 58.34 29.95 0.0 0.0 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 56.57 33.53 29.13 25.1 22.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 55.52 0.0 0.0 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 54.5 0.0 0.0 0.0 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 53.87 28.7 27.54 25.54 21.05
HSBC Midcap Fund - Regular Growth 09-08-2004 52.67 26.55 22.26 19.98 21.41
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 50.89 26.75 23.77 20.14 20.08
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings