Mutual Fund Details

Sundaram Mid Cap Fund Direct-IDCW Reinvestment

Name: Sundaram Mid Cap Fund Direct-IDCW Reinvestment
Brand: Sundaram Mutual Fund

Equity Mid Cap

NAV

₹65.1923

as on 18 Apr 2024, 10:47 PM

₹-0.2934(0.45%)

Last Change

Scheme Ratings

rated by Value Research

Mid Cap

Rankings based on | as on Invalid date

Schemes Managed By

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,96,747

₹2,01,980

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹1,01,981

Profit (absolute return)

101.98%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

5.89%

In the last 6 months

21.76%

In the last 1 year

53.04%

In the last 3 years

101.98%

In the last 5 years

149.94%

In the last 10 years

501.38%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Mid Cap Fund Direct-IDCW Reinvestment

as of 31 Mar 2024, 05:30 AM

₹10,269.46 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

0.96%

Expense Ratio

Plan

Dividend

2.68%

Cash Holding

Benchmark

NIFTY Midcap 150 Total Return Index

Scheme Document

View

Benchmark

NIFTY Midcap 150 Total Return Index

Exit Load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Financial

20.95%

₹2,151.25 Cr

Services

13.46%

₹1,382.09 Cr

Healthcare

11.54%

₹1,185.43 Cr

Capital Goods

9.67%

₹993.08 Cr

Automobile

9.40%

₹965.47 Cr

Others

34.98%

₹3,592.26 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Sector

Financial

20.95%

₹2,151.25 Cr

Services

13.46%

₹1,382.09 Cr

Healthcare

11.54%

₹1,185.43 Cr

Capital Goods

9.67%

₹993.08 Cr

Automobile

9.40%

₹965.47 Cr

Others

34.98%

₹3,592.26 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

Cummins India Ltd.

3.64%

₹373.81 Cr

Kalyan Jewellers India Ltd.

3.48%

₹357.38 Cr

The Federal Bank Ltd.

3.36%

₹345.05 Cr

Tube Investments Of India Ltd.

3.33%

₹341.97 Cr

Others

86.19%

₹8,851.24 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2024

Sort By

Value

Company

Cummins India Ltd.

3.64%

₹373.81 Cr

Kalyan Jewellers India Ltd.

3.48%

₹357.38 Cr

The Federal Bank Ltd.

3.36%

₹345.05 Cr

Tube Investments Of India Ltd.

3.33%

₹341.97 Cr

Others

86.19%

₹8,851.24 Cr

View All

Funds in this Category

This fund's returns:

26.38%

Return Duration

3 Years

Motilal Oswal Midcap Fund Direct-Growth

Quant Mid Cap Fund Direct-Growth

HDFC Mid-Cap Opportunities Direct Plan-Growth

About Sundaram Mid Cap Fund Direct-IDCW Reinvestment

Sundaram Mid Cap Fund Direct-IDCW Reinvestment is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Ratish Varier and S Bharath. It has an AUM of ₹10,269.46 Crores and the latest NAV decalared is ₹65.192 as on 19 Apr 2024 at 2:50 pm.

Sundaram Mid Cap Fund Direct-IDCW Reinvestment scheme return performance in last 1 year is 53.04%, in last 3 years is 101.98% and 591.44% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.