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

Mid Cap NAV 53.9502 0 08 December, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 30 July, 2002
Benchmark NIFTY Midcap 150 TRI
Asset Size(Cr) 8777.42183
ISIN No. INF903J01181
Turn over 45%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Expense Ratio 1.8
Fund Manager S Bharath, Ratish Varier
Fund House Sundaram Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W 1.83% 1.58% 2.37%
1 M 4.04% 4.02% 4.58%
3 M 3.02% 1.44% 3.22%
6 M -2.3% 0.35% -1.25%
1 Y 6.81% 7.25% 5.82%
2 Y 13.36% 12.49% 13.66%
3 Y 26.81% 23.79% 29.67%
5 Y 6.64% 12.46% 11.57%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 16.21 1.27 -4.74 1.54
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 5.25%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 6.81% 26.81% 6.64%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

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Sundaram Select MidCap Fund: Appreciating Wealth

Sundaram Select MidCap is an investment programme designed by Sundaram Mutual Funds with an aim to provide high growth in capital. It is a mid-cap fund wherein most of the money of the investors is invested in the medium and small companies and only a small portion is put in the large-cap entities. It offers wide diversification to the money in a way that ensures higher profits with minimised risk.

The investors seeking long-term capital growth and want to put their money in diversified equity stocks must invest their funds in this strategy to gain significant returns over a period of time. If you too desire for the same, then you must consider this plan before buying a scheme of SIP. Here we have provided a synopsis for this scheme to help you gain better knowledge about this product of Sundaram MF.

Sundaram Select MidCap Fund: Investment Strategy

This scheme is dedicated only towards mid-cap stocks which have an impressive track record of over twelve years. It has a well-diversified approach and growth prospects to provide high worth of capital to the investors. It has investments in the stocks of such entities that ensure sustainable growth in the future. Furthermore, it takes into consideration the productive sectors, stocks, and cash instruments with strict adherence to the mid-cap mandate.

The asset allocation of this scheme has been planned in a way that seventy-five to hundred percent investments are made in the equities with a high-risk profile, and the remaining is invested in cash or call instruments to provide some diversification. In addition, it may invest up to thirty-five percent of the net assets in the overseas securities as well. Being an open-ended scheme, it offers feasibility to the investors of redeeming the funds as and when required.

Sundaram Select Mid Cap is a regular programme which is best suited to achieve the long-term investment goals. One can initiate investing in this programme with a minimum amount of Rs.5,000. In addition, the minimum SIP investment amount is Rs.250 only. Accordingly, it facilitates the investors in making easy investments with a small amount and secure their future.

Sundaram Select Mid Cap Plan (D): Performance Analysis

This strategy is ranked third under the “Small & Mid Cap” category by CRISIL for the quarter ended in June 2016. Its returns have always appreciated the values of investment. The absolute annual returns of this plan for 2012 and 2014 were 38.2 and 59.7 percent respectively, which were much higher than its category and benchmark. The prevailing returns for three- and five-year investments are 38.6 and 24.7 percent which prove its outperforming capability.

Sundaram Select Mid Cap Scheme’s NAV amounted to Rs.424.2437 as on October 27, 2016. Its track record until now has built a huge corpus for many investors. Accordingly, the profitability to earn tremendous returns over time are higher in this scheme.

Sundaram MidCap Regular Plan (Growth): Portfolio Review

It has an asset size amounting to Rs.4,193 crore which has been invested majorly in the equity stocks of diversified companies. Its average market capitalisation is Rs.10,34981 crore which is higher than its benchmark. It has divergent investments in the money market instruments as well. The sector allocation graph depicts that the majority of its assets have been invested in the financial, engineering, textiles, construction, services, and chemical industries. The top holdings of this plan include some of the top entities, viz.:

  • SRF
  • FAG Bearings
  • UPL
  • Bajaj Finance
  • Ramco Cements
  • Bajaj Finserv

Accordingly, this mutual fund investment plan has all the essentials to be called one of the best mutual fund schemes in India. It possesses the capacity to build a fortunate future for oneself. Hence, we recommend that you must consider this plan before making an investment. 

You can also checkout other schemes in order to make invetsment :

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