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

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Mid Cap NAV 39.4059 0.6 04 July, 2022
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) was previously known as

Sundaram Select Midcap Fund - Dividend - Payout

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 30 July, 2002
Benchmark S&P BSE Mid Cap
Asset Size(Cr) 7123.37 (As on 31-03-2022)
Turn over 38.00%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.86% (As on 31-03-2022)
Fund Manager Ratish Varier,S Bharath

Investment Returns (As on 04 Jul, 2022)

Duration Returns Benchmark Category
1 W -0.53% -1.03% -0.7%
1 M 1.59% 2.47% 2.01%
3 M 2.08% 1.35% 0.58%
6 M -2.55% -2.89% -3.1%
1 Y 21.2% 24.48% 23.65%
2 Y 40.73% 51.96% 46.5%
3 Y 14.21% 22.09% 20.82%
5 Y 7.45% 14.6% 13.21%

Risk Mesasures (As on 04 Jul, 2022)

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 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 1.45%

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) 21.2% 14.21% 7.45%
Kotak Emerging Equity Scheme - Growth 1.23% 19.16% 12.6%
Axis Midcap Fund - Regular Plan - Growth -1.08% 17.95% 15.5%
HDFC Mid-Cap Opportunities Fund - Growth Plan 1.38% 15.95% 10.25%
DSP Midcap Fund - Regular Plan - Growth -8.49% 12.83% 9.04%
L&T Mid Cap Fund-Regular Plan-Growth -2.55% 12.38% 7.58%

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