Sundaram Mid Cap Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW)
(Erstwhile Sundaram Select Midcap-Dividend)
Fund House: Sundaram Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 30-07-2002 |
| Asset Class: Equity |
| Benchmark: Nifty Midcap 150 TRI |
| TER: 1.86% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 13,854.06 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 37.2% | Exit Load: Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil |
60.5875
-0.07 (-0.1103%)
21.3%
Benchmark: 16.68%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.35 |
| Sharpe Ratio | 1.37 |
| Alpha | 1.05 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
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 | -1.16 | -1.09 | 14.33 | 13.0 | 12.14 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.87%
Others
4.3%
Large Cap
10.94%
Mid Cap
68.89%
