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

Sundaram Mid Cap IDCW Reinvest Direct Plan

NAV
₹65.1923
-0.45%
(18 Apr)
AUM
10,262 Cr
TER
0.87%
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
+68.9%
+68.9%
+60.7%
+60.7%
+52.3%
+49.6%
3Y
+37.4%
+37.4%
+37.0%
+37.0%
+25.6%
+24.5%
5Y
+32.4%
+32.4%
+26.0%
+26.0%
+19.5%
+21.6%
ALL
+20.0%
+20.0%
+23.4%
+23.4%
+18.4%
+17.8%
VOL
15.0%
15.0%
19.5%
19.5%
17.4%
-
TER
0.7%
0.7%
0.6%
0.6%
0.9%
-
AUM
₹5,873 Cr
₹5,873 Cr
₹8,987 Cr
₹8,987 Cr
₹10,262 Cr
-
INFO
1.34
1.34
1.20
1.20
1.06
-
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 29th Feb
Top holdings
Power Finance Corp Ltd
3.9%
Cummins India Ltd
3.3%
The Federal Bank Ltd
3.3%
Trent Ltd
3.2%
Kalyan Jewellers India Ltd
3.2%
Tube Investments of India Ltd Ordinary Shares
3.1%
Fortis Healthcare Ltd
2.4%
Treps
2.3%
Shriram Finance Ltd
2.3%
Persistent Systems Ltd
2.3%
Top industry exposure
Financial Services
23.1%
Industrials
20.1%
Consumer Cyclical
18.0%
Healthcare
11.3%
Basic Materials
7.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
44%
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