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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
₹67.7389
-0.42%
(28 Mar)
AUM
10,451 Cr
TER
0.94%
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
Sundaram Mid Cap IDCW ...
Motilal Oswal Midcap I...
Motilal Oswal Midcap I...
Category Average
ITI Mid Cap IDCW Payou...
ITI Mid Cap IDCW Reinv...
1Y
+13.8%
+12.4%
+12.4%
+9.9%
+9.0%
+9.0%
3Y
+22.3%
+26.5%
+26.5%
+19.4%
+24.4%
+24.4%
5Y
+30.9%
+35.3%
+35.3%
+31.4%
NA
NA
ALL
+18.0%
+22.2%
+22.2%
+18.1%
+19.8%
+19.8%
VOL
17.5%
19.6%
19.6%
-
16.6%
16.6%
TER
0.9%
0.7%
0.7%
-
0.2%
0.2%
AUM
₹10,451 Cr
₹23,704 Cr
₹23,704 Cr
-
₹988 Cr
₹988 Cr
INFO
1.03
1.13
1.13
-
1.19
1.19
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 28th Feb
Top holdings
Treps
4.9%
Cummins India Ltd
3.3%
The Federal Bank Ltd
3.3%
Coromandel International Ltd
2.8%
Kalyan Jewellers India Ltd
2.7%
Lupin Ltd
2.5%
Persistent Systems Ltd
2.5%
Indian Bank
2.3%
Fortis Healthcare Ltd
2.3%
Mahindra & Mahindra Financial Services Ltd
2.2%
Top industry exposure
Consumer Cyclical
19.5%
Financial Services
19.5%
Industrials
13.6%
Healthcare
10.6%
Basic Materials
10.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
40%
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