Sundaram Mid Cap IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Mid Cap IDCW Payout Direct Plan

NAV
₹74.4398
+0.07%
(20 Nov)
AUM
13,236 Cr
TER
0.92%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+17.2%
+17.2%
+15.6%
+15.6%
+10.0%
+8.8%
3Y
+29.0%
+29.0%
+28.6%
+28.6%
+25.3%
+23.0%
5Y
+27.8%
+27.8%
NA
NA
+25.7%
+24.6%
ALL
+21.1%
+21.1%
+26.9%
+26.7%
+18.4%
+16.8%
VOL
17.6%
17.6%
14.6%
14.6%
17.5%
-
TER
0.5%
0.5%
0.6%
0.6%
0.9%
-
AUM
₹9,320 Cr
₹9,320 Cr
₹4,075 Cr
₹4,075 Cr
₹13,236 Cr
-
INFO
1.20
1.20
1.85
1.83
1.05
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Mid Cap IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Treps
5.7%
Cummins India Ltd
4.2%
Mahindra & Mahindra Financial Services Ltd
2.8%
Fortis Healthcare Ltd
2.8%
Coromandel International Ltd
2.7%
GE Vernova T&D India Ltd
2.7%
IDFC First Bank Ltd
2.3%
Indian Bank
2.2%
Hindustan Petroleum Corp Ltd
2.2%
Kalyan Jewellers India Ltd
2.1%
Top industry exposure
Financial Services
20.3%
Consumer Cyclical
16.0%
Industrials
14.6%
Healthcare
10.4%
Basic Materials
9.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
46%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The objective of the scheme is to achieve capital appreciation by investing predominantly in stocks that are termed as mid caps.
Fund manager(s)
S. Bharath
Ratish Varier

FAQs