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Sundaram Mid Cap IDCW Reinvest Direct Plan
Equity
Mid Cap Fund
Sundaram Mid Cap IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹100
Invest now
Add to cart
Sundaram Mid Cap IDCW Reinvest Direct Plan
NAV
₹70.3077
+1.56%
(14 Jan)
AUM
12,619 Cr
TER
0.9%
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
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Compare with other fund
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Category Average
1Y
+36.2%
+34.7%
+20.8%
+19.1%
+19.1%
+17.4%
3Y
+29.6%
+28.9%
+20.6%
+24.0%
+24.0%
+17.7%
5Y
+30.2%
+30.1%
+22.4%
+27.3%
+27.3%
+24.1%
ALL
+24.4%
+24.3%
+18.6%
+21.3%
+21.3%
+18.7%
VOL
19.4%
19.4%
17.5%
17.3%
17.3%
-
TER
0.7%
0.7%
0.9%
0.8%
0.8%
-
AUM
₹22,898 Cr
₹22,898 Cr
₹12,619 Cr
₹76,061 Cr
₹76,061 Cr
-
INFO
1.25
1.25
1.07
1.24
1.24
-
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 30th Nov
Top holdings
Treps
3.6%
Kalyan Jewellers India Ltd
3.6%
Cummins India Ltd
3.4%
The Federal Bank Ltd
3.4%
Trent Ltd
2.8%
Coromandel International Ltd
2.5%
Sundaram Liquid Dir Gr
2.4%
Fortis Healthcare Ltd
2.4%
Persistent Systems Ltd
2.3%
Lupin Ltd
2.3%
Top industry exposure
Financial Services
20.2%
Consumer Cyclical
18.5%
Industrials
16.6%
Healthcare
10.3%
Basic Materials
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
47%
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
More details
Fund offer document
All funds from SUNDARAM
FAQs
Monthly SIP
One Time