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Returns (NAV as on 07-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.08% | 0.44% | 0.33% |
| 1M | 9% | 9.86% | 10.18% |
| 3M | -0.14% | -0.26% | 3.71% |
| 6M | -6.7% | -7.33% | 1.17% |
| 1Y | 3.3% | 8.59% | 10.83% |
| 2Y | 21.32% | 26.93% | 17.54% |
| 3Y | 15.49% | 21.25% | 15.48% |
| 5Y | 22.48% | 29.7% | 22.95% |
| ALL | 8.42% | 17.82% | 13.9% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 16.58% | 0.73% | 0.92% | -0.05% |
| Category | 16.75% | 0.67% | 0.67% | 0.67% |
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Comparison Of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Compare your fund with the top category schemes.
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3Y Returns16.23% (p.a.)
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns16.98% (p.a.)
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.26% (p.a.)
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns29.58% (p.a.)
Quant Gilt Fund Regular - Growth
3Y Returns0% (p.a.)
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns8.78% (p.a.)
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity94.63% Others5.37%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 20%
Consumer Cyclical 19%
Industrials 15%
Healthcare 11%
Basic Materials 10%
Top 5 Companies of Equity
Cummins India Ltd 3%
The Federal Bank Ltd 3%
Coromandel International Ltd 3%
Kalyan Jewellers India Ltd 3%
Persistent Systems Ltd 3%
Others Market Cap
Top 5 Sectors of Others
5%
Top 5 Companies of Others
Treps 5%
Sundaram Liquid Dir Gr 0%
Cash And Other Net Current Assets -0%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
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Chat with usFrequently Asked Questions
What is the current NAV of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) as of 08-05-2025 is 62.3321.
What is the benchmark of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
Sundaram performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
The fund's top 5 sectors holdings are Financial Services, Consumer Cyclical, Industrials, Healthcare, Basic Materials,
How can I redeem my investments in Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
Redeeming your investments in Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Bharath S., Ratish Varier, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) is Rs 11638.05 Crs. Crs.
Should I invest in Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)s?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
