Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is a scheme launched by Sundaram Mutual Fund on July 19, 2002, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 13,292.89 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.77% for managing the portfolio.

• Investing Strategy:

  The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

• Performance:

  Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) trailing returns over different times are 10.94% (1 year), 24.34% (3 year) and 21.23% (5 year). The average annual return of this fund stands at 21.99%.