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

  • Equity
  • Mid Cap
  • Very High
  • Current NAV

    ₹59.76 0.1987%

    16-04-2024
  • Annual Returns

    52.59%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 95.61%
  • Others 3.39%

Market Cap

Allocation
Mid Cap 65.4
Large Cap 19.27
Small Cap 10.67
Others 0.27

Sector Allocation

Financial

Services

Healthcare

Automobile

Capital Goods

Consumer Discretionary

Technology

Materials

Energy

Metals & Mining

Chemicals

Construction

Consumer Staples

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
Power Finance Corporation Ltd. Large Cap Financial (16.2) 3.94% 6.97 207.3%
Cummins India Ltd. Mid Cap Capital Goods (64.02) 3.35% 56.41 100.99%
The Federal Bank Ltd. Mid Cap Financial (24.57) 3.29% 9.61 18.93%
Trent Ltd. Large Cap Services (132.98) 3.24% 170.69 195.17%
Kalyan Jewellers India Ltd. Mid Cap Consumer Discretionary (90.06) 3.23% 80.45 295.88%
Tube Investments Of India Ltd. Mid Cap Automobile (101.46) 3.11% 51.89 36.36%
Fortis Healthcare Ltd. Mid Cap Healthcare (91.57) 2.37% 59.78 64.98%
Shriram Finance Ltd Large Cap Financial (19.68) 2.29% 13.62 85.61%
Persistent Systems Ltd. Mid Cap Technology (35.12) 2.27% 60.39 85.06%
REC Ltd. Large Cap Financial (16.2) 2.24% 8.61 253.67%
Zydus Lifesciences Ltd. Mid Cap Healthcare (54.52) 2.13% 32 87.77%
Oberoi Realty Ltd. Mid Cap Construction (118.27) 2.02% 32.81 59.92%
Lupin Ltd. Mid Cap Healthcare (132.95) 1.92% 167.31 197.56%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 1.86% 18.4 18.6%
Indian Bank Mid Cap Financial (15.74) 1.79% 9.17 81.51%
TVS Holdings Ltd. Small Cap Automobile (68.19) 1.75% 20.73 115.6%
Grindwell Norton Ltd. Mid Cap Metals & Mining (67.7) 1.69% 58.85 7.18%
Bharat Electronics Ltd. Large Cap Capital Goods (52.02) 1.67% 47.83 131.32%
Gujarat State Petronet Ltd. Small Cap Energy (25.16) 1.67% 14.2 41.85%
Voltas Ltd. Mid Cap Consumer Discretionary (57.07) 1.58% 153.49 57.51%
Delhivery Ltd. Mid Cap Services (33.74) 1.57% -98.48 39.69%
Coforge Ltd. Mid Cap Technology (32.73) 1.51% 45.64 29.31%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 1.51% 57.92 -8.63%
Dalmia Bharat Ltd. Mid Cap Materials (56.46) 1.51% 33.72 -1.12%
Max Financial Services Ltd. Mid Cap Financial (25.21) 1.51% 80.66 60.65%
Chalet Hotels Ltd. Small Cap Services (67.65) 1.39% 79.07 135.38%
PB Fintech Ltd. Mid Cap Services (76.58) 1.38% 615.37 84.19%
Torrent Power Ltd. Mid Cap Energy (26.85) 1.36% 39.53 182.54%
Polycab India Ltd. Large Cap Capital Goods (59.82) 1.34% 47.69 71.13%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 1.31% 0 95.96%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (32.66) 1.31% 16.85 61.18%
ZF Commercial Vehicle Control Systems India Ltd. Mid Cap Automobile (69.46) 1.3% 62.01 33.44%
Astral Ltd. Mid Cap Materials (81.56) 1.27% 93.49 36.93%
Container Corporation Of India Ltd. Mid Cap Services (33.74) 1.24% 47.22 56.8%
Max Healthcare Institute Ltd. Mid Cap Healthcare (91.57) 1.21% 75.57 74.41%
Computer Age Management Services Ltd. Small Cap Services (32.41) 1.21% 47.12 45.55%
Union Bank of India Large Cap Financial (15.85) 1.2% 8.23 105.54%
Jubilant FoodWorks Ltd. Mid Cap Services (67.65) 1.2% 133.01 2.04%
Schaeffler India Ltd. Mid Cap Capital Goods (49.87) 1.14% 0 7.04%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (39.77) 1.14% 3.93 108.44%
Info Edge (India) Ltd. Mid Cap Services (110.36) 1.11% 306.79 50.24%
Hatsun Agro Product Ltd. Mid Cap Consumer Staples (71.67) 1.1% 0 18.93%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (49.27) 1.05% 81.28 52.37%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (57.9) 1.05% -756.91 258.38%
TVS Motor Company Ltd. Large Cap Automobile (43.82) 1.04% 57.48 70.14%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1% 28.3 41.05%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Financial (32.41) 0.97% 18.31 10.96%
Metro Brands Ltd. Mid Cap Consumer Discretionary (74.16) 0.95% 90.19 35%
Aavas Financiers Ltd. Small Cap Financial (9.72) 0.87% 25.66 -14.09%
Laurus Labs Ltd. Small Cap Healthcare (46.65) 0.84% 0 9.05%
Biocon Ltd. Mid Cap Healthcare (54.52) 0.83% 26.43 17.81%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (32.7) 0.82% 12.02 77.77%
KPIT Technologies Ltd. Mid Cap Technology (32.73) 0.79% 71.4 62.28%
PI Industries Ltd. Mid Cap Chemicals (35.64) 0.74% 35.74 23.8%
UNO Minda Ltd. Mid Cap Automobile (95.28) 0.7% 73.31 30.06%
CG Power and Industrial Solutions Ltd. Mid Cap Capital Goods (109.34) 0.7% 48.84 73.7%
Kajaria Ceramics Ltd. Small Cap Materials (52.92) 0.69% 46.03 10.97%
Devyani International Ltd. Mid Cap Services (67.65) 0.64% 167.29 2.78%
United Breweries Ltd. Mid Cap Consumer Staples (75.35) 0.62% 132.81 16.13%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (39.41) 0.61% 56.1 29.63%
Kansai Nerolac Paints Ltd. Mid Cap Materials (64.33) 0.6% 19.59 2.96%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 0.59% 0 6.43%
Indian Railway Catering And Tourism Corporation Ltd. Mid Cap Services (83.15) 0.52% 0 71.55%
Sanofi India Ltd. Small Cap Healthcare (24.65) 0.5% 8.73 145.06%
Star Health and Allied Insurance Company Ltd. Mid Cap Insurance (44.24) 0.47% 0 -7.17%
Tata Elxsi Ltd. Mid Cap Technology (9.9) 0.43% 0 0%
JK Cement Ltd. Mid Cap Materials (56.46) 0.33% 47.28 42.28%
Sundaram - Clayton Dcd Ltd. Small Cap Financial (29.28) 0.29% 0 0%
9% TVS Holdings Ltd. 9% - Preference shares Automobile 0.27% 0%
Balkrishna Industries Ltd. Mid Cap Automobile (51.81) 0.19% 36.55 13.68%
Apollo Tyres Ltd. Mid Cap Automobile (30.44) 0.17% 20.64 -6.8%
Bank of India Mid Cap Financial (15.74) 0.06% 9.88 80.38%
Bajaj Electricals Ltd. Small Cap Consumer Discretionary (48.84) 0.05% 71.59 -8.56%

Market Cap

Allocation
Others 3.39

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.29% 0%
Others Others 1.1% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Mid Cap Fund Regular Plan?

The top holdings of this fund are Power Finance Corporation Ltd., Cummins India Ltd., The Federal Bank Ltd., Trent Ltd., Kalyan Jewellers India Ltd.

Top 5 Sector for Sundaram Mid Cap Fund Regular Plan?

The major sectors of this fund are Financial, Services, Healthcare, Automobile, Capital Goods.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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