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

Sundaram Mid Cap IDCW Reinvest Direct Plan

NAV
₹66.6861
-0.29%
(28 Jan)
AUM
12,619 Cr
TER
0.89%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+32.3%
+30.3%
+26.9%
+16.4%
+15.4%
+13.9%
3Y
+30.4%
+29.0%
+25.4%
+21.8%
+24.9%
+19.0%
5Y
+27.9%
+27.4%
+28.2%
+20.4%
+25.8%
+22.3%
ALL
+23.8%
+23.5%
+22.5%
+18.1%
+20.9%
+18.4%
VOL
19.5%
19.5%
17.4%
17.5%
17.3%
-
TER
0.7%
0.7%
0.4%
0.9%
0.8%
-
AUM
₹26,421 Cr
₹26,421 Cr
₹8,666 Cr
₹12,619 Cr
₹77,967 Cr
-
INFO
1.22
1.20
1.29
1.03
1.21
-
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 Reinvest (DR)
₹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 Dec
Top holdings
Kalyan Jewellers India Ltd
3.7%
Cummins India Ltd
3.2%
Sundaram Liquid Dir Gr
3.2%
The Federal Bank Ltd
3.1%
Trent Ltd
2.8%
Treps
2.7%
Coromandel International Ltd
2.6%
Lupin Ltd
2.6%
Oberoi Realty Ltd
2.5%
Persistent Systems Ltd
2.5%
Top industry exposure
Financial Services
19.3%
Consumer Cyclical
18.8%
Industrials
15.9%
Healthcare
11.0%
Basic Materials
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
49%
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