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

Sundaram Mid Cap IDCW Reinvest Direct Plan

NAV
₹70.3911
-7.94%
(25 Jul)
AUM
12,818 Cr
TER
0.91%
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
+16.5%
+16.5%
+4.0%
+4.0%
+2.3%
-1.8%
3Y
+31.2%
+31.2%
+30.6%
+30.6%
+23.7%
+23.2%
5Y
+31.0%
+31.0%
+35.3%
+35.3%
+28.1%
+26.9%
ALL
+21.4%
+21.4%
+23.1%
+23.1%
+17.2%
+17.8%
VOL
17.7%
17.7%
19.5%
19.5%
-
17.6%
TER
0.6%
0.6%
0.7%
0.7%
-
0.9%
AUM
₹7,406 Cr
₹7,406 Cr
₹33,053 Cr
₹33,053 Cr
-
₹12,818 Cr
INFO
1.20
1.20
1.19
1.19
-
1.01
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 Jun
Top holdings
Cummins India Ltd
3.4%
Coromandel International Ltd
3.3%
The Federal Bank Ltd
3.2%
Kalyan Jewellers India Ltd
2.6%
Mahindra & Mahindra Financial Services Ltd
2.4%
Fortis Healthcare Ltd
2.4%
Persistent Systems Ltd
2.3%
Lupin Ltd
2.3%
GE Vernova T&D India Ltd
2.2%
Hindustan Petroleum Corp Ltd
2.1%
Top industry exposure
Financial Services
20.7%
Consumer Cyclical
18.1%
Industrials
14.8%
Healthcare
10.7%
Basic Materials
10.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
43%
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