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: 1.76% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 11,690.15 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 40% | Exit Load: "If up to 25% of the units invested are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment. No exit Load if more than 25%of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged" |
66.399
0.24 (0.3545%)
22.55%
Benchmark: 17.68%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 6 Months
14 Years 8 Months
21 Years 0 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
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 | 11.95 | 32.22 | 27.68 | 31.51 | 14.43 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 20.6 | 34.62 | 29.43 | 32.44 | 17.33 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 18.55 | 36.34 | 33.1 | 39.36 | 17.63 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.15 | 33.75 | 28.83 | 35.2 | 17.74 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 14.32 | 32.53 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.52 | 31.3 | 27.95 | 30.81 | 15.18 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 12.54 | 32.9 | 28.32 | 32.1 | 15.09 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 12.26 | 33.62 | 29.39 | 35.99 | 17.52 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 11.82 | 32.22 | 30.45 | 35.68 | 17.49 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.49 | 28.28 | 24.27 | 33.08 | 17.35 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.28%
Others
8.92%
Large Cap
12.11%
Mid Cap
65.64%
